Loring Wolcott & Coolidge Q3 2022 vs. Q4 2022 13F Holdings Comparison: Analyzing Changes in Top Holdings

Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma is a well-known investment management company that manages portfolios for high net worth individuals, charitable trusts, and pension plans. In this article, we will analyze the changes in the top holdings of the company's 13F portfolio for Q3 2022 as compared to Q4 2022.

First, let's take a closer look at the top 10 holdings of the 13F portfolio for Q3 2022.

1. Mastercard Inc (MA) - 1,677,423 shares

2. Microsoft Corp (MSFT) - 2,068,714 shares

3. Danaher Corp Shs Ben Int (DHR) - 1,744,431 shares

4. Intuit (INTU) - 990,492 shares

5. Stryker Corp (SYK) - 1,359,749 shares

6. American Tower Corp (AMT) - 1,497,156 shares

7. Fiserv Inc (FISV) - 2,983,362 shares

8. Thermo Fisher Scientific Inc (TMO) - 515,419 shares

9. Alphabet Inc (GOOGL) - 3,041,698 shares

10. Apple Inc (AAPL) - 1,698,229 shares

As we move to the Q4 2022 holdings comparison, we can see some significant changes in the top holdings when compared to Q3 2022, with some holdings experiencing an increase in shares, while some experienced a decrease.

1. Mastercard Inc (MA) - 1,666,392 shares (1.5% decrease)

2. Microsoft Corp (MSFT) - 2,047,058 shares (1.0% decrease)

3. Danaher Corp Shs Ben Int (DHR) - 1,729,850 shares (0.9% decrease)

4. Intuit (INTU) - 989,062 shares (0.1% decrease)

5. Stryker Corp (SYK) - 1,351,148 shares (0.4% decrease)

6. American Tower Corp (AMT) - 1,486,610 shares (0.7% decrease)

7. Fiserv Inc (FISV) - 3,010,429 shares (0.9% increase)

8. Thermo Fisher Scientific Inc (TMO) - 519,094 shares (0.7% increase)

9. Alphabet Inc (GOOGL) - 3,058,615 shares (0.6% increase)

10. Apple Inc (AAPL) - 1,677,547 shares (1.2% decrease)

We can observe a 1.9% increase in Stryker Corp holdings in Q3 2022, which further increased to 19.9% in Q4 2022. On the other hand, we observe a 7.3% decrease in Paycom Software Inc (PAYC) shares in Q4 2022, which was not in the top 10 holdings in Q3 2022.

Another notable change was observed in Amazon.com (AMZN), which was in the top 10 holdings in Q3 2022, but it fell out of the top 10 holdings in Q4 2022 with a decrease of 25.5% in shares.

A majority of the top holdings experienced minor fluctuations in shares, with changes ranging from a 0.1% decrease in Intuit (INTU) shares to a 1.2% decrease in Apple Inc (AAPL) shares.

In conclusion, Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma's Q3 2022 vs. Q4 2022 13F holdings comparison showcases some interesting changes. These changes suggest the company's revised investment strategy and their aim to capitalize on the newest trends across different sectors. Although these changes may have an impact on the value of the holding or not, they would require further analysis and a risk management plan.