Analyzing the Latest Q4 2018 vs. Q1 2019 13F Holdings Changes by Santa Barbara Asset Management, LLC

Santa Barbara Asset Management, LLC, a prominent investment advisory company, recently released its Q4 2018 versus Q1 2019 13F holdings comparison data. The data includes the changes in holdings for a diverse range of companies, such as Microsoft, UnitedHealth Group, NextEra Energy, Lowe's Cos, Fidelity National Information Services, JPMorgan Chase & Co, and many others. As with any financial data, it's essential to analyze and interpret the data correctly to gain insights into the state of the economy and the company's performance.

In this article, we will take a closer look at the changes that occurred in Santa Barbara Asset Management's holdings over Q4 2018 and Q1 2019. We will also discuss some of the factors that may have contributed to changes in the holdings, such as economic trends and company performance.

Q4 2018 vs. Q1 2019 13F Holdings Comparison

The Q4 2018 versus Q1 2019 13F holdings comparison data from Santa Barbara Asset Management, LLC showed that the company made some considerable changes to its holdings. Some of the changes identified showed a decrease in the number of shares the company held, while others showed a significant increase.

One of the most significant decreases in holdings was with Microsoft, where the company reduced its holdings by 2.7%. The company reduced its holdings from 3127481 shares in Q4 2018 to 2619804 shares in Q1 2019. This decrease may be due to several factors, such as a decline in the company's stock price or changes in the company's business model.

On the other hand, there were some notable increases in holdings, such as with NextEra Energy, Inc, where the company increased its holdings by 9.4%. The company increased its holdings from 1225127 shares in Q4 2018 to 1204808 shares in Q1 2019. This increase may be due to the company's earnings reports or dividends paid to shareholders.

Factors Contributing to Changes in Holdings

The changes in holdings between Q4 2018 and Q1 2019 may be attributed to several factors such as macroeconomic and company-specific factors. Factors such as political uncertainty, tariffs, interest rates, and inflation rates may affect the overall market and an individual company's performance.

For example, the decrease in holdings for the Fidelity National Information Services (FIS) may be due to the company's negative earnings reports or the ongoing US-China trade war. Conversely, the increase in holdings for Mondelez International Inc (MDLZ) and Philip Morris International Inc (PM) may be due to the increase in dividends paid to shareholders and positive earnings reports.

Conclusion

The Q4 2018 versus Q1 2019 13F holdings comparison data from Santa Barbara Asset Management, LLC revealed significant changes in holdings for several companies. By analyzing these changes, investors can gain insights into economic trends, market performance, and company-specific factors. It's crucial to note that while historical financial data can be used as a starting point for investment decisions, investors should exercise caution and conduct their research to make informed investment decisions.