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Investment Management in Q3 vs Q4 2022: Which Stocks Did They Drop or Add?

Ava Hoppe | 30 April, 2023

The third quarter of 2022 has come to an end, and with it, we saw a lot of changes in the holdings of several investment management firms. In this blog post, we will be looking at Wittenberg Investment Management, Inc.'s Q3 vs. Q4 2022 13F holdings comparison.

Wittenberg Investment Management, Inc. is an investment management firm primarily serving retirement plans and individuals. The firm was founded in 2008 and is based in Blue Bell, Pennsylvania. As of Q3 2022, the firm managed over $800 million in total assets.

Wittenberg Investment Management, Inc. Q3 vs Q4 2022 13F Holdings Comparison

The 13F filings for Q3 and Q4 2022 reveal that Wittenberg Investment Management, Inc. made some interesting moves in their holdings. The data shows that the firm added shares of some companies while dropping shares of others. Here are some of the major changes:

Stocks They Added

Berkshire Hathaway Inc - The firm added 176,566 shares of Berkshire Hathaway Inc (BRK-B), bringing their total shares to 176,766 in Q4 2022.

Tidewater Inc - Wittenberg Investment Management, Inc. added 43,452 shares of Tidewater Inc (TDW) in Q4 2022, bringing their total shares to 147,419.

23andMe Holding Co - The firm added 93,500 shares of 23andMe Holding Co (ME) in Q4 2022, bringing their total shares to 500,500.

Stocks They Dropped

Apple Inc - Wittenberg Investment Management, Inc. dropped 2,080 shares of Apple Inc (AAPL) in Q4 2022, bringing their total shares to 192,075.

Ally Financial Inc - The firm dropped 31,775 shares of Ally Financial Inc (ALLY) in Q4 2022, bringing their total shares to 79,700.

Netflix Inc - The firm dropped 11,475 shares of Netflix Inc (NFLX) in Q4 2022, bringing their total shares to 18,025.

The data also reveals that Wittenberg Investment Management, Inc. increased their holdings in Liberty Media Corp Delaware (LSXMA, LSXMK, FWONA, BATRK), Liberty Global PLC (LILA, LILAK, LBTYA, LBTYK), and Liberty Broadband Corp (LBRDA, LBRDK).

Additionally, the firm also decreased their holdings in AUDACY INC (AUD), WARNER BROS DISCOVERY INC (WBD), and UNIVERSAL STAINLESS & ALLOY (USAP).

What Does This Mean for Investors?

Investors can use this information to gain insights into the strategy of Wittenberg Investment Management, Inc. and potentially adjust their own investment portfolios. For example, investors may choose to follow Wittenberg Investment Management, Inc.'s lead and add shares in companies that the firm has recently added to its holdings.

However, it's essential to keep in mind that investment decisions should be based on multiple factors and not solely based on the activities of a single investment management firm. It's important to do your own research and consult with your financial advisor before making any investment decisions.

Conclusion

In conclusion, the Q3 vs Q4 2022 13F holdings comparison for Wittenberg Investment Management, Inc. reveals some significant changes in its holdings. The firm made some interesting moves by adding shares in some companies while dropping shares in others. Investors can use this information as a starting point for making their investment decisions, but it's important to conduct your own research and seek professional advice.

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