Analyzing Boyar Asset Management's Q3 vs. Q4 2022 13F Holdings

Boyar Asset Management's Q3 vs. Q4 2022 13F holdings were recently released, providing insight into what the firm has been buying and selling over the past few months. In this blog post, we will take a closer look at some of the significant changes in holdings made by Boyar Asset Management, analyze the reasons behind these changes, and discuss what it could mean for investors.

Introduction:

Boyar Asset Management has been a well-known investor in the financial industry for more than 30 years. The firm is known for its value-oriented approach and its focus on long-term investments. Boyar Asset Management recently released its Q3 vs. Q4 2022 13F holdings, which showed a mix of buying and selling activity.

Main Body:

One of the most notable changes in Boyar Asset Management's holdings was its reduction of holdings in The Walt Disney Company (DIS). The firm sold 1,642 shares of DIS, which represents a 12% reduction in its previous holdings. The decision to sell off DIS could be due to the impacts of the COVID-19 pandemic on the company's operations, as well as the uncertainty surrounding the future of streaming services. However, it's essential to note that the sale of DIS shares could be a move to free up capital for future investments.

On the other hand, Boyar Asset Management added shares of Ameriprise Financial, Inc. (AMP) to its portfolio. The firm purchased 219 more shares of AMP, increasing its overall portfolio stake by 0.1%. AMP has been showing growth potential in recent years with a strong financial performance, which could be why Boyar Asset Management might have decided to increase its holdings in this stock.

Another addition to Boyar Asset Management's portfolio was its purchase of shares in Univar Solutions Inc. (UNVR). The firm purchased 325 more shares of UNVR, increasing its overall portfolio stake by 3.4%. UNVR is a global chemical distributor that could be a potential growth investment for the firm.

Boyar Asset Management also sold shares in a variety of companies, including PayPal Holdings, Inc. (PYPL) and News Corp (NWSA). The firm sold 926 shares of PYPL, which represents a 20.7% reduction in the stock, while it sold 2,300 shares of NWSA, which is a 13.1% reduction in its previous holdings.

Conclusion:

In summary, Boyar Asset Management's Q3 vs. Q4 2022 13F holdings show a mix of buying and selling activities. The firm reduced its holdings in DIS, PYPL, and NWSA, while adding shares of AMP and UNVR. The decision to sell some of these stocks could be related to the impacts of the COVID-19 pandemic or a strategic move to free up capital for future investments. The purchase of new shares in growing companies like AMP and UNVR represents the firm's outlook for potential growth in the future. It's important to note that investors should conduct their research and analysis before making any investment decisions.