Meyer Handelman Co Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction

As we approach the end of 2023, it's time to reflect on the changes in the holdings of the Meyer Handelman Co. This blog post will analyze the Q3 2023 and Q4 2023 13F holdings comparison, highlighting the shifts in shares and value of various issuers. These holdings provide us with valuable insights into the investment strategies of the company and can serve as a guide for other investors.

Microsoft Corp (MSFT)

Microsoft Corp, a giant in the technology industry, experienced a slight decrease in shares held by Meyer Handelman Co. In Q3 2023, they held 537,733 shares, which decreased to 482,221 shares in Q4 2023. Despite the decrease in shares, the value of their holdings increased from $169,789,000 to $181,334,000, representing a change of 6.8%. This indicates that the company is still optimistic about Microsoft's future prospects.

Apple Inc (AAPL)

Similarly, Meyer Handelman Co slightly reduced their holdings in Apple Inc. In Q3 2023, they held 609,759 shares, which decreased to 520,985 shares in Q4 2023. The value of their holdings decreased from $104,396,000 to $100,305,000, representing a change of -3.9%. Despite the reduction in shares, Apple remains a significant part of their portfolio.

Honeywell Intl Inc (HON)

Honeywell Intl Inc, a multinational conglomerate, witnessed stable holdings by Meyer Handelman Co. They maintained a consistent number of shares with 433,487 in both Q3 2023 and Q4 2023. However, the value of their holdings increased from $80,082,000 to $90,843,000, reflecting a change of 13.4%. This suggests that Meyer Handelman Co sees growth potential in this company.

Procter and Gamble Co (PG)

Procter and Gamble Co experienced a decrease in shares held by Meyer Handelman Co. In Q3 2023, they held 614,186 shares, which decreased to 562,662 shares in Q4 2023. The value of their holdings also decreased from $89,585,000 to $82,452,000, representing a change of -8%. Despite the decrease, Procter and Gamble Co still holds a significant position in their portfolio.

Trane Technologies PLC (TT)

Trane Technologies PLC, a global climate control solutions provider, saw a minor decrease in shares held by Meyer Handelman Co. In Q3 2023, they held 284,198 shares, which decreased to 280,198 shares in Q4 2023. However, the value of their holdings increased from $57,666,000 to $68,340,000, indicating a change of 18.5%. This suggests that Meyer Handelman Co sees potential in the climate control industry.

International Business Machs (IBM)

Meyer Handelman Co slightly reduced their holdings in International Business Machs. In Q3 2023, they held 350,182 shares, which decreased to 331,857 shares in Q4 2023. However, the value of their holdings increased from $49,130,000 to $54,275,000, representing a change of 10.5%. This indicates that although they reduced their position, they are still confident in IBM's growth.

Conclusion

The Q3 2023 vs. Q4 2023 13F holdings comparison for Meyer Handelman Co provides us with valuable insights into their investment strategies. Despite minor fluctuations in shares held, the overall value of their holdings increased for several issuers, indicating their confidence in the future prospects of these companies. It is important to note that holdings can change based on market conditions and investor preferences. As always, it's crucial for investors to conduct their own research and seek professional advice before making investment decisions.