Patton Albertson Miller Group, LLC's Q3 vs Q4 2022 13F Holdings Comparison: Top Gainers and Losers Revealed

Investment firms' 13F filings are always eagerly awaited by keen market watchers looking to gain insights into the company's holdings. Patton Albertson Miller Group, LLC's Q3 2022 vs Q4 2022 13F holdings comparison is no exception. In this article, we will dive into the data and explore the changes in holdings of this fund as reported in the filings.

Patton Albertson Miller Group, LLC's fund aims to provide long-term capital growth by investing in publicly traded stocks across different industries and sectors. The fund's top holdings include ITOT, AAPL, HDV, CVLG, and AGG. Let's look at the top gainers and losers in the fund's portfolio.

The two stocks that recorded the largest percentage increase in the fund's holdings are IUSB and CVLG. The fund's holding of IUSB increased from 20458 shares in Q3 2022 to 535948 shares in Q4 2022, representing a 2546.2% increase. Similarly, the fund's holding of CVLG increased by 39.9%, from 244048 shares in Q3 2022 to 283389 shares in Q4 2022.

Meanwhile, the two stocks that saw the largest percentage declines in the fund's holdings are COMT and ESGU. The fund's holding of COMT decreased by 49.6%, from 205877 shares in Q3 2022 to 131365 shares in Q4 2022. Similarly, the fund's holding of ESGU decreased by 46.8%, from 84723 shares in Q3 2022 to 42221 shares in Q4 2022.

Other notable gainers in the fund's portfolio include AOM, which increased by 270.6%, and URI, which increased by 32.8%. On the other hand, aside from the aforementioned decliners, notable losers in the portfolio include GOOGL, which decreased by 15.3%, and HDV, which decreased by 16.8%.

Looking at the top holdings of the fund, ITOT remains the largest holding, but it saw a decrease from 425798 shares in Q3 2022 to 411685 shares in Q4 2022. Similarly, AAPL saw a decline in the number of shares held from 126405 in Q3 2022 to 122201 in Q4 2022.

Interestingly, one stock that saw no changes in the number of shares held by the fund is IQLT. While the fund's holding of IQLT remained unchanged, the value of the holdings declined by 0.4% from $7574,000 in Q3 2022 to $7604,000 in Q4 2022.

Pfizer Inc. (PFE) is another notable stock in the fund's holdings, which saw a 15.1% increase in the value of holdings from $6258,000 in Q3 2022 to $7202,000 in Q4 2022. Meanwhile, JPMorgan Chase & Co. (JPM) saw a 20.6% increase in the value of holdings from $4407,000 in Q3 2022 to $5314,000 in Q4 2022.

In conclusion, the fund's Q3 2022 vs. Q4 2022 13F holdings comparison reveals some exciting changes, with some prominent gainers and losers. While IUSB and CVLG recorded impressive gains, COMT and ESGU saw significant losses in the fund's portfolio. The fund's holdings in ITOT and AAPL decreased, while PFE and JPM saw an increase in the value of holdings. As always, it is essential to exercise caution when interpreting these changes and avoid making hasty investment decisions based solely on this information.