Sawyer & Company, Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison

In recent news, Sawyer & Company, Inc released their Q1 2023 and Q2 2023 13F holdings comparison. This comparison sheds light on the changes in their holdings of various funds during this period. Let's dive deeper into this data and analyze the trends.

Apple Inc (AAPL):

In Q1 2023, Sawyer & Company, Inc didn't hold any shares of Apple Inc. However, in Q2 2023, they acquired a significant holding of 60,599 shares, with a value of $11.7 million. This reflects their increasing confidence in the tech giant.

Microsoft Corp (MSFT):

Similar to Apple, Sawyer & Company, Inc didn't have any shares of Microsoft Corp in Q1 2023. However, in Q2 2023, they acquired 28,296 shares, worth approximately $9.6 million. This indicates their growing interest in the software giant.

Oracle Corp (ORCL):

Sawyer & Company, Inc held 71,325 shares of Oracle Corp in Q1 2023, with a value of $6.7 million. In Q2 2023, their holdings slightly decreased to 69,730 shares, but the value grew to $8.3 million. This reduction in shares might be a strategic move or reallocation of their portfolio.

Alphabet Inc A (GOOGL):

During Q1 2023, Sawyer & Company, Inc held 50,181 shares of Alphabet Inc A, valued at $5.3 million. However, in Q2 2023, their holdings increased significantly to 61,944 shares, with a value of $7.4 million. This shows their confidence in the future growth of Google's parent company.

TJX Companies Inc New (TJX):

In Q1 2023, Sawyer & Company, Inc had 71,926 shares of TJX Companies Inc New, valued at $5.6 million. Despite a slight decrease in shares to 71,301 in Q2 2023, their value remained relatively stable at $6 million. This suggests their continued belief in the retail giant.

Sysco Corp (SYY):

During the first quarter of 2023, Sawyer & Company, Inc held 77,344 shares of Sysco Corp, worth approximately $6 million. However, their holdings decreased to 74,809 shares in Q2 2023, with a value of $5.5 million. This decline in shares might reflect a change in their investment strategy or market conditions.

Visa Inc A (V):

Sawyer & Company, Inc held 23,516 shares of Visa Inc A in Q1 2023, valued at $5.3 million. In Q2 2023, their holdings slightly decreased to 23,357 shares, but the value increased to $5.5 million. This indicates their confidence in the future prospects of the payment processing giant.

Paychex Inc (PAYX):

During Q1 2023, Sawyer & Company, Inc held 45,677 shares of Paychex Inc, with a value of $4.9 million. In Q2 2023, their holdings decreased to 44,491 shares, but the value remained stable at $5 million. This shows their continued interest in the payroll and HR solutions provider.

Automatic Data Processing Inc (ADP):

Sawyer & Company, Inc held 21,849 shares of Automatic Data Processing Inc in Q1 2023, valued at $4.7 million. In Q2 2023, their holdings increased slightly to 21,936 shares, with a value of $4.8 million. This indicates their confidence in the leading provider of human capital management solutions.

Travelers Companies Inc (TRV):

During the first quarter of 2023, Sawyer & Company, Inc held 27,113 shares of Travelers Companies Inc, worth $4.7 million. However, their holdings decreased to 26,625 shares in Q2 2023, with a value of $4.6 million. This slight reduction might be due to variations in market conditions or portfolio reallocation.

Overall, Sawyer & Company, Inc made significant changes to their holdings during the Q1 2023 and Q2 2023 time frame. These changes reflect their confidence in certain companies while also adapting to market conditions. Investors and market observers closely analyze 13F filings to gain insights into the actions of institutional investors. Although this article provides a brief overview of the changes in holdings, further analysis and research are recommended to make informed investment decisions.

Disclaimer: The information provided in this article is for informational purposes only. It does not constitute financial advice or a recommendation to buy or sell any securities. Always conduct thorough research and consult with a qualified financial professional before making any investment decisions.