Investing in 2022: A Look at Altman Advisors' Q3 vs Q4 Holdings

Altman Advisors, Inc. recently released their Q3 2022 and Q4 2022 13F holdings comparison report, and the results are interesting for investors. The firm increased their holdings in some companies but decreased or sold off other shares. In this blog post, we will delve deeper into the report's findings and what it can mean for investors in 2022.

Introduction

As an investor, you understand the importance of monitoring the performance of the companies you invest in. Altman Advisors, Inc.'s Q3 vs Q4 13F holdings comparison report provides insight into the firm's investment strategy and their perception of various companies' market performance. The report covers a wide range of companies, from Walmart and McDonald's to international entities like UBS Group, AG, and Intuitive Surgical, Inc.

Main Body

Altman Advisors' Q3 vs Q4 13F holdings comparison report highlights some notable changes in the firm's portfolio. Among their biggest moves were:

Amazon.com Inc (AMZN) - Altman Advisors increased their holdings in this e-commerce giant, from 35,020 shares in Q3 to 37,279 shares in Q4, worth $3,957,000 and $3,544,000, respectively. However, the stock's value dropped by 10.4% in Q4.

Intuitive Surgical Inc (ISRG) - Altman Advisors also increased their holdings in this surgical robotics company, from 6,337 shares in Q3 to 5,926 shares in Q4, worth $1,188,000 and $1,540,000, respectively. This implies a significant belief in the long-term health and growth of the company.

Cheniere Energy Inc (LNG) - Altman Advisors significantly reduced its holdings in Cheniere Energy, selling over 8,000 shares in Q4, while increasing its Q3 holdings by about the same number of shares. The decrease resulted in the value of Q3 holdings worth $4.49 million dropping to $2.81 million in Q4, resulting in a loss of 37.2%.

Other notable changes in Altman Advisors' 13F holdings comparison report include a decreased position in Advance Micro Devices, Inc. (AMD) and CrowdStrike Hldgs Inc. (CRWD). The firm's position in Bank of America Corp. (BAC) saw a small increase from Q3 to Q4.

Conclusion

Altman Advisors, Inc.'s Q3-2022 vs. Q4-2022 report provides investors with insight into how one of the leading investment companies approaches its investment strategy. The report also highlights which companies gained or lost value during the Q3 and Q4 2022 period. One can use such analytical data to decide whether to buy or divest holdings in specific companies or emulate the approach of top institutional investors. As with any investment decision, it is always important to consider the investor's individual goals and risk tolerance before buying or selling any security.