Breaking Down Aureus Asset Management's Q3 to Q4 2022 13F Holdings Changes

Aureus Asset Management, LLC recently released their 13F holdings for Q3 and Q4 2022, and there were some significant changes in their holdings during this time period. In this blog post, we will take a look at which companies Aureus Asset Management increased or decreased their holdings in, the reasons behind these changes, and what this could mean for the market moving forward.

Microsoft Corporation (MSFT): +2136 shares, +$2076 (3.9% change)

Aureus Asset Management increased their holdings in Microsoft Corporation by 2136 shares, totaling $2076. With a market cap of over $2 trillion, Microsoft is one of the largest and most profitable companies in the world. It's no surprise that a firm like Aureus would have at least some stake in the tech giant. Microsoft saw continued growth in Q3 and Q4 2022, despite supply chain disruptions and global chip shortages. The company's cloud computing division continued to be a strong revenue generator, and their recent acquisition of Nuance Communications could signal even more growth potential in the future.

Visa Inc. Class A (V): +1338 shares, +$7589 (17.6% change)

Aureus Asset Management also increased their holdings in Visa Inc. Class A, a global payments technology company, during Q3 to Q4 2022. Visa has been a strong performer in recent years due to the rise of e-commerce and online payments. The COVID-19 pandemic also accelerated the shift to digital payments, which has benefitted companies like Visa. The 17.6% increase in shares held by Aureus Asset Management could be a signal of confidence in Visa's continued growth potential.

Amazon.Com, Inc. (AMZN): -$11285, -24.4% change

While Aureus Asset Management increased their holdings in some companies, they also trimmed their holdings in others. One of the most significant reductions in holdings came from Amazon.Com, Inc. Aureus sold off over $11,000 worth of shares, resulting in a 24.4% decrease in their holdings. It's unclear why Aureus reduced their stake in Amazon, but the company has faced some controversy in recent years over antitrust concerns and labor disputes.

Paypal Holdings Inc. (PYPL): -$4026, -16.4% change

Aureus Asset Management also decreased their holdings in Paypal Holdings Inc. by over $4,000 and a 16.4% change in shares. Similar to Visa, Paypal has benefitted from the shift to digital payments, but perhaps Aureus Asset Management sees less growth potential for Paypal than Visa or other holdings.

Conclusion

Overall, while some companies saw an increase in Aureus Asset Management's holdings, others saw a decrease. It's unclear why the firm made certain choices, but these movements could be seen as a reflection of market trends or individual company performance. Investors should always do their own research and analysis before making any investment decisions.