Analyzing Montag A & Associates Inc's Q3 vs Q4 2022 13F Holdings: Which Stocks Made Big Moves?

Montag A & Associates Inc is a well-known investment management company that caters to both institutional and individual investors. One of the ways the company tracks their investments is through 13F filings, which report the holdings of investment managers with at least $100 million in assets under management. In this article, we'll be analyzing Montag A & Associates Inc's Q3 vs Q4 2022 13F Holdings, specifically, we'll be looking at the top stocks the company invested in, which stocks saw a significant increase or decrease in the number of shares owned, and how these moves affect the market. Top Stocks Montag A & Associates Inc invests in a variety of sectors, with tech companies making up a significant portion of the portfolio. For example, in Q4 2022, the company's largest position was in iShares TR, with over 190,000 shares. They also had notable investments in SPDR S&P 500 ETF TR, J P Morgan Exchange Traded F, and Coca Cola Co. Biggest Gainers One of the biggest gainers in Montag A & Associates Inc's portfolio was JP Morgan Exchange Traded F, which saw a 33.7% increase in the number of shares owned from Q3 to Q4 2022. The stock's value also increased by 33.9% during the same period. Other notable gainers in the portfolio include Vanguard Scottsdale Fds, which saw a 64.8% increase in the number of shares owned, and Invesco Exchange Traded Fd T, which saw a 25.4% increase. Biggest Losers On the flip side, some stocks in Montag A & Associates Inc's portfolio saw a decrease in the number of shares owned. One notable example is Pimco ETF Tr, which saw a 54.5% decrease in the number of shares owned from Q3 to Q4 2022. The stock's value also decreased by 54.5%. Another example is Amazon Com Inc, which saw a 41.3% decrease in the number of shares owned. Impact on the Market As a large investment management company, the moves made by Montag A & Associates Inc can have an impact on the market. For instance, the significant increase in JP Morgan Exchange Traded F may indicate that the company believes in the stock's long-term potential, which could lead to other investors following suit and increasing their positions in the stock. On the flip side, the significant decrease in Pimco ETF Tr and Amazon Com Inc may lead to other investors following suit and selling their positions in these stocks, which could put downward pressure on the stock prices. Conclusion Montag A & Associates Inc's Q3 vs Q4 2022 13F Holdings shows that the company is invested in a variety of sectors, with tech companies making up a significant portion of the portfolio. The company made significant moves in its portfolio, with notable increases in JP Morgan Exchange Traded F and Vanguard Scottsdale Fds, as well as significant decreases in Pimco ETF Tr and Amazon Com Inc. These moves can have an impact on the market and should be watched closely by investors.