The Rise And Fall Of Garland Capital Management: An Analysis Of Q4 2022 vs. Q1 2023 Holdings

Garland Capital Management Inc is a very well-known and respected investment management firm in the US. The firm has an outstanding reputation for its successful investment strategies and the ability to deliver excellent returns to its clients. But, the latest 13F Holdings comparison report is showing some alarming changes in the company's holdings.

According to the report, in the Q4 2022, Garland Capital Management held 25 stocks in its portfolio, with a total value of $100,081,000. However, in Q1 2023, the company's holdings decreased to 29 with a total value of $92,663,000. These changes represent a drastic 7.42% decrease in total holdings in just one quarter.

The report further showed that the company's top performing stocks were United Parcel Service (UPS), Cisco Systems Inc (CSCO), and Welltower Inc (WELL) during Q4 2022. The total share value of UPS rose by 8.2%, whereas Cisco's share value increased by 4.4%, and Welltower's share value increased by 8.2%. However, in Q1 2023, the top-performing stocks were Cisco Systems Inc (CSCO), Welltower Inc (WELL), and Raytheon Technologies Corp (RTX), even though the total share value for CSCO remained the same.

One of the most notable changes in the company's holdings was with Pfizer Inc (PFE). In Q4 2022, Garland Capital Management had 132,344 shares in Pfizer, but this number significantly dropped down to 130,884 shares in Q1 2023. A surprising 21.3% fall in this shareholding was witnessed, causing a significant decrease in the value of the portfolio.

Another considerable change was seen in the company's holdings of CVS Health Corp (CVS). In Q4 2022, the company had 62,360 shares in CVS with a total value of $5,811,000. However, in Q1 2023, the shares dropped down to 60,630 with a value of $4,505,000, resulting in a massive 22.5% decrease in shareholding value.

On the other hand, Intel Corporation (INTL) added 6.513% share value during Q1 2023, whereas Medtronic PLC (MDT) and Organigram Holdings Inc (OGI.TO) were new to the company's portfolio during the period.

In conclusion, Garland Capital Management Inc has witnessed substantial changes in its holdings during Q1 2023. The company's top-performing stocks significantly vary quarter-over-quarter. These factors can hugely impact the performance of the company's portfolio, and investment managers can use the information to make informed decisions.