Analyzing Foyston, Gordon, & Payne Inc Q4 2022 vs. Q1 2023 13F Holdings| A Deep Insight into the Stock Market Changes

Investing in stocks is like playing a chess game - you must think ahead of time and make the best moves to win. That's why investors keep a close eye on 13F filings, which reveal the changes in a company's holdings. Recently, Foyston, Gordon, & Payne Inc disclosed its Q4 2022 and Q1 2023 13F holdings comparison. In this article, we'll analyze and break down the data to help you understand the current state of the stock market.

First up is Microsoft Corp. (MSFT). The company's Q4 2022 and Q1 2023 holdings show a decrease from 78,994 shares to 76,289 shares. The value also increased from $18,944,000 to $21,994,000, indicating a 16.1% change. Although the number of shares decreased, the increased value suggests that investors are still optimistic about the company's future.

Philip Morris International Inc. (PM) experienced an increase in shares, from 160,626 to 179,528. The value also increased from $16,256,000 to $17,459,000, indicating a 7.4% change. This positive growth is not unexpected, given the company's consistent track record of revenue and earnings growth.

Johnson & Johnson (JNJ) saw a slight increase in shares, from 108,217 to 110,541. However, the value decreased from $19,116,000 to $17,133,000, indicating a -10.4% change. This drop could be a result of the company's recent lawsuits and regulatory issues, causing some investors to lose confidence in the stock.

Motorola Solutions Inc. (MSI) experienced a decrease in both shares and value, from 62,465 shares to 54,646 shares, and $16,097,000 to $15,635,000, respectively. This change indicates a -2.9% decrease. Despite this setback, the company's long-term growth trend is still positive, giving investors hope for future gains.

Medtronic PLC (MDT) saw an increase in shares, from 161,598 to 172,592, and value, from $12,559,000 to $13,914,000, indicating a 10.8% change. As a leader in the medical device industry, the company's consistent growth in the healthcare market reassures investors of its stability.

UnitedHealth Group Inc. (UNH) experienced a decrease from 29,892 shares to 29,024 shares and a decrease in value from $15,848,000 to $13,716,000. The change indicates a -13.5%, raising concerns about the company's growth rate in the future.

VMware, Inc. (VMW) saw little change in both shares, from 96,225 to 94,882, and value, from $11,812,000 to $11,846,000, indicating a 0.3% change. This minimal change shows that the company has maintained its stability in the market.

Zebra Technologies Corp-CL A (ZBRA) experienced an increase in shares, from 39,254 to 36,786, and an increase in value, from $10,065,000 to $11,697,000, indicating a 16.2% change. As a leading player in the technology industry, the company's growth potential is expected to be high, which attracts investors.

American Express (AXP) experienced a decrease in shares, from 71,476 to 70,244, but an increase in value, from $10,560,000 to $11,586,000, indicating a 9.7% change. This indicates that the company is still financially strong, and investors are hopeful of growth in the long run.

In conclusion, stock market investments involve analyzing 13F filings and making informed decisions based on the data. While some companies have experienced growth, some have not shown positive trends in their holdings. It's essential to note that investors need to perform comprehensive research and have a long-term mindset when making investment decisions.