Affinity Investment Advisors Reveals Q3 2022 vs. Q4 2022 13F Holdings: Which Stocks are on the Rise?

Affinity Investment Advisors recently released their Q3 2022 vs. Q4 2022 13F holdings comparison, detailing which stocks saw an increase in shares and value and which saw a decrease. The data offers investors a glimpse into the minds of professional investors, showing which sectors and companies are currently in favor. In this article, we'll take a closer look at some of the key takeaways from the report.

First up, let's examine the companies that saw an increase in shares and value. Unsurprisingly, Chevron Corp saw the largest increase in shares, rising from 26,682 to 27,282, a 27.8% increase. This was followed by UnitedHealth Group Inc, which rose slightly from 9,231 to 9,066, a 3.1% increase. Caterpillar Inc also saw a significant increase in shares, rising from 7,591 to 7,591, a 45.9% increase. Other notable gainers include JPMorgan Chase & Co, Tyson Foods Inc, and Tapestry Inc, which saw increases ranging from 1.3% to 39.8%.

On the flip side, a handful of companies experienced a decrease in shares and value. Apple Inc suffered the largest decrease in shares, going from 46,086 to 45,997, a 6.2% decrease. Bank of America Corp saw a more modest decrease, dropping from 106,537 to 104,547, a 7.6% decrease. Other companies that saw a decrease in shares and value include AT&T Inc, Oracle Corp, and Pfizer Inc, falling from 43.5% to 10.1%.

It's worth noting that some companies saw no change in shares and value between Q3 2022 and Q4 2022. For example, Paccar Inc didn't add any shares during the period but added a market of 1,696,000. Similarly, Altria Group Inc held steady at 45,080 shares and increased its value by 2162.

What do these changes mean for investors? It's difficult to draw any firm conclusions from a single quarter's data, but the trends can be revealing. For one thing, it's clear that the energy sector is currently in favor, with Chevron Corp and Valero Energy Corp among the biggest gainers. Technology stocks, on the other hand, saw mixed results, with Apple Inc and Oracle Corp both experiencing losses. Healthcare and finance were also among the sectors that saw positive gains, with UnitedHealth Group Inc and JPMorgan Chase & Co leading the way.

Of course, it's also worth remembering that 13F filings only provide a snapshot of an investor's holdings at a specific point in time, and investors should always conduct their own research before making any investment decisions. Nonetheless, Affinity Investment Advisors' latest 13F filings offer a valuable insight into the current state of the market, revealing which companies are currently in favor among professional investors.