Comparing Arjuna Capital's Q3 and Q4 2022 Holdings: A Comprehensive Analysis

Investors are always on the lookout for ways to optimize their investment portfolios. One of the ways to accomplish this is by monitoring the holdings of various funds to identify trends and make informed decisions. Arjuna Capital, a sustainable and impact investment firm, recently released its Q3 and Q4 2022 13F holdings report. This report contains valuable information that can significantly impact investment decisions. In this blog post, we will examine the report, highlight changes in holdings, and provide insights that can help investors make informed financial decisions.

Holdings Overview

Arjuna Capital's Q3 and Q4 2022 13F holdings report lists 49 holdings total. The top five holdings of the firm are Apple Inc. (AAPL), Alphabet Inc. (GOOGL), Microsoft Corporation (MSFT), JPMorgan Chase & Co. (JPM), and Amazon.com Inc. (AMZN). These holdings make up over 50% of the total portfolio value of the firm.

Changes in Holdings

During Q4 2022, Arjuna Capital made changes to its holdings. The firm increased its holdings in Microsoft Corporation (MSFT) by 7.6%, from 66,656 to 69,622 shares. Additionally, Arjuna Capital increased its holdings in JPMorgan Chase & Co. (JPM) by 31.8%, from 42,505 to 43,671 shares.

On the other hand, Arjuna Capital reduced its holdings in Amazon.com Inc. (AMZN) by 20.3%, from 53,622 to 57,497 shares, and decreased its holdings in United Parcel Service Inc. (UPS) by 16.5%, from 27,442 to 21,298 shares.

Notably, Arjuna Capital sold out its position in Lincoln Electric Holdings Inc. (LECO) during Q4 2022, while acquiring a new position in ISUN Inc. (ISUN).

Impact on Portfolio

The changes in holdings had an impact on the portfolio of Arjuna Capital. During Q4 2022, the firm's portfolio value decreased by 2.4%, from $66,564,953 to $65,013,596. This decrease can be attributed to the decrease in the value of Amazon.com Inc. (AMZN) holdings, which decreased by 20.3% during the quarter.

Arjuna Capital's top five holdings, which account for over 50% of the total portfolio, also saw changes in value during Q4 2022. Only two of the top five holdings, Microsoft Corporation (MSFT) and JPMorgan Chase & Co. (JPM), increased in value by 7.6% and 31.8%, respectively. The remaining top holdings, Apple Inc. (AAPL), Alphabet Inc. (GOOGL), and Amazon.com Inc. (AMZN), decreased in value by 2.4%, 5.2%, and 20.3%, respectively.

Conclusion

In conclusion, Arjuna Capital's Q3 and Q4 2022 13F holdings report provides valuable insights that can guide investment decisions. While the firm increased its holdings in Microsoft Corporation (MSFT) and JPMorgan Chase & Co. (JPM), it decreased its holdings in Amazon.com Inc. (AMZN) and United Parcel Service Inc. (UPS). The changes in holdings had an impact on the total portfolio value of the firm, which decreased by 2.4% during Q4 2022. By monitoring holdings, investors can make informed financial decisions that align with their investment goals.