Eagle Asset Management Q3 vs. Q4 2022 13F Holdings Comparison: Insights and Analysis

Eagle Asset Management, a subsidiary of Raymond James Financial Inc. is an investment management company that provides equity and fixed-income investment solutions for institutional and individual investors. The firm recently released its Q3 2022 vs. Q4 2022 13F holdings comparison summary indicating the changes in holdings of the mutual fund. The summary shows the number of shares held by the mutual fund, the value of the shares, and the percentage change in value between Q3 2022 and Q4 2022. In this blog post, we will examine the changes in holdings of Eagle Asset Management and provide insights into the performance of some of the companies in which the mutual fund invested.

One of the companies that saw a decrease in holdings by Eagle Asset Management was LPL Financial Holdings, which saw a 39.1% reduction in shares held by the mutual fund. Another company that saw a significant decrease in holdings was Enphase Energy Inc, which saw its shares held by the mutual fund drop by 18.9%. While there has been a reduction in the shares held by Eagle Asset Management in some of these companies, it is important to note that this does not necessarily mean that these companies have performed poorly. The decrease in holdings could be attributed to several factors, including profit-taking, a shift in investment strategy, or liquidity issues.

On the other hand, some companies saw an increase in the percentage of shares held by the mutual fund. MarketAxess Holdings Inc saw its shares held by the mutual fund increase by 205.7%, while Dexcom Inc saw a significant increase of 188.2%. These gains could be due to strong financial performance by the companies, which has resulted in increased investor confidence. Other companies that saw a significant increase in shares held by the mutual fund include Baker Hughes Co, which saw a 38.4% increase, while Moody's Corp saw a gain of 174%.

There were also some companies that saw a decrease in the percentage of shares held by the mutual fund, but not to the extent of the companies mentioned above. Waste Connections Inc saw its shares held decrease by 10.2%, while Crown Castle International Corp saw a decrease of 4.7%. While these companies saw a decrease in shares held by the mutual fund, it is worth noting that they still form a significant portion of the mutual fund's portfolio.

One of the companies that saw a significant increase in the value of its shares held by the mutual fund was Chevron Corp, which saw an increase of 10.6% in the value of its shares. Another company that saw a significant increase in the value of its shares held was Procter & Gamble Co, which saw an increase of 25.4%. These gains reflect a positive performance by the companies and increased investor demand for their shares.

It is important to remember that the changes in holdings by Eagle Asset Management are just a snapshot of the mutual fund's portfolio at a specific point in time. Investment decisions are typically made based on various factors, including financial performance, market conditions, and economic indicators. Therefore, it is continually essential to evaluate a company's performance in the long term before making any investment decisions solely based on a mutual fund's holdings.

In conclusion, Eagle Asset Management's Q3 2022 vs. Q4 2022 13F holdings comparison summary provides insight into the mutual fund's investment strategy and how it has shifted over time. While some companies saw an increase in shares held by the mutual fund, others experienced a decrease. However, these changes do not necessarily reflect the performance of the companies. Investors should carry out their own research before making any investment decisions based on a mutual fund's holdings.