Analyzing Great Lakes Advisors' Q3 to Q4 2022 13F Holdings: Winners and Losers

Great Lakes Advisors, LLC is an investment advisor specializing in risk management strategies for individuals and institutional clients. The firm recently filed its quarterly 13F report for Q3 and Q4 of 2022, revealing a significant amount of portfolio changes. In this blog post, we will analyze the report and explore the winners and losers of Great Lakes Advisors' portfolio over the two quarters.

The 13F report includes a list of stocks owned by the firm, as well as the number of shares and the total value of each holding. Let's take a look at some of the most notable changes in Great Lakes Advisors' portfolio.

Winners

Emerson Electric Co (EMR)

Emerson Electric Co, a multinational corporation that offers technology and engineering solutions, saw a 34.4% increase in shares owned by Great Lakes Advisors between Q3 and Q4 of 2022. The firm now owns 106,713 shares with a value of $10,250.

Vishay Intertechnology Inc (VSH)

Great Lakes Advisors also increased their holdings in Vishay Intertechnology Inc, a manufacturer of discrete semiconductors and passive electronic components. The firm now owns 443,605 shares, up 88.4% from the previous quarter. The total value of the holding is now $9,568.

Marathon Petroleum Corp (MPC)

Marathon Petroleum Corp is an American oil refining and marketing company. Great Lakes Advisors increased its shares in MPC by 175.8% between the two quarters. The company now owns 74,105 shares valued at $8,625.

Losers

Amazon.com Inc (AMZN)

Amazon.com Inc is one of the most recognizable companies in the world, but Great Lakes Advisors significantly reduced its holdings in Q4 of 2022. The firm now owns 103,213 shares, down 44.4% from the previous quarter. The total value of the holding is now $8,669.

Microsoft Corp (MSFT)

Great Lakes Advisors also reduced its holdings in Microsoft Corp by 90.1%. The firm now owns 306,677 shares valued at $8,197.

UnitedHealth Group Inc (UNH)

UnitedHealth Group Inc, a healthcare company that offers health products and insurance services, saw a decrease in ownership from Great Lakes Advisors. The firm now owns 152,846 shares, down 87.8% from the previous quarter. The total value of the holding is now $9,555.

Conclusion

In conclusion, Great Lakes Advisors' Q3 to Q4 2022 13F report shows both winners and losers in the firm's portfolio. The firm increased its holdings in Emerson Electric Co, Vishay Intertechnology Inc, and Marathon Petroleum Corp while reducing its shares in Amazon.com Inc, Microsoft Corp, and UnitedHealth Group Inc. It is important to note that the 13F report only provides a snapshot of the firm's holdings at a specific point in time and does not represent the entirety of their investment strategy. Nevertheless, the report offers valuable insights into how Great Lakes Advisors is managing its clients' portfolios.