Pictet North America Advisors SA: A Look at Q4 2022 vs. Q1 2023 13F Holdings Comparison

Investment firms with over $100 million in assets under management are required to disclose their equity holdings through 13F filings with the Securities and Exchange Commission (SEC). Through the 13F filings, investors get access to valuable information about the companies in which investment firms put their money.

One such firm, Pictet North America Advisors SA, recently filed its 13F for Q4 2022 and Q1 2023, giving investors a glimpse of the company's equity holdings.

Let's take a closer look at Pictet North America Advisors SA Q4 2022 versus Q1 2023 13F holdings comparison.

Microsoft Corp: The Decline Continues

Pictet North America Advisors SA reduced its holding in Microsoft Corp by 14,747 shares, resulting in a decrease of $2,450,000 in the total value of the holding. This represents a decline of 7.6% in the number of shares and 7.4% in the value of the holding.

UnitedHealth Group Inc: A Significant Decline

Pictet North America Advisors SA's holding in UnitedHealth Group Inc declined significantly in Q1 2023. The investment firm sold 10,734 shares, resulting in a decrease of $8,912,000 in the total value of the holding. This represents a decline of 16.1% in the number of shares and 25.2% in the value of the holding.

Ishares Inc: A Mixed Bag

Pictet North America Advisors SA's holding in Ishares Inc was mixed, with some holdings increasing and others decreasing. The investment firm increased its holding in Ishares Inc by 14,081 shares, resulting in an increase of $388,000 in the total value of the holding. This represents an increase of 3.3% in the number of shares and 2.5% in the value of the holding.

On the other hand, the investment firm reduced its holding in Ishares Inc by 213,523 shares, resulting in a decrease of $798,000 in the total value of the holding. This represents a decline of 42.4% in the number of shares and 37.8% in the value of the holding.

Alphabet Inc: A Mixed Bag

Pictet North America Advisors SA's holding in Alphabet Inc was mixed, with some holdings increasing and others decreasing. The investment firm reduced its holding in Alphabet Inc by 42,572 shares, resulting in a decrease of $262,000 in the total value of the holding. This represents a decline of 15.9% in the number of shares and 1.1% in the value of the holding.

On the other hand, the investment firm acquired 43,572 shares, resulting in an increase of $686,000 in the total value of the holding. This represents an increase of 16.3% in the number of shares and 2.9% in the value of the holding.

Conclusion

Pictet North America Advisors SA's Q4 2022 versus Q1 2023 13F holdings comparison shows mixed results. While the investment firm reduced its holdings in some companies, it increased its holdings in others. It remains to be seen how these holdings will perform in the months to come. Investors should keep a close eye on the company's 13F filings to stay updated on any changes in its equity holdings.