Anderson Hoagland & Co Q3 2023 vs. Q4 2023 13F Holdings Comparison

Investment firms and hedge funds are required to file Form 13F with the Securities and Exchange Commission (SEC) every quarter, which provides a detailed report on their holdings of publicly traded securities. This filing offers valuable insights into the investment strategies and portfolio composition of these firms.

In this article, we will compare the 13F holdings of Anderson Hoagland & Co for the third and fourth quarters of 2023. Please note that the data presented here is derived from the filings and represents the changes in holdings during this period.

Technology giant Microsoft Corporation (MSFT) saw a slight decrease in holdings, with 119,506 shares owned in Q4 2023 compared to 124,859 shares in Q3 2023. Similarly, iShares Trust (IWM) experienced an increase in holdings from 180,185 shares in Q3 2023 to 195,515 shares in Q4 2023.

Vanguard Wellington Fund (VFMF) witnessed a significant increase in holdings, with 313,354 shares held in Q4 2023 compared to 264,031 shares in Q3 2023. On the other hand, Apple Inc. (AAPL) experienced a decrease in holdings, with 155,592 shares owned in Q4 2023 as opposed to 179,193 shares in Q3 2023.

Amazon.com Inc. (AMZN) had relatively stable holdings, with 182,513 shares in Q4 2023 compared to 182,917 shares in Q3 2023. Another notable change was in NVIDIA Corporation (NVDA), which witnessed a decrease in holdings from 55,916 shares in Q3 2023 to 47,971 shares in Q4 2023.

In the financial sector, JPMorgan Chase & Co (JPM) experienced an increase in holdings from 104,542 shares in Q3 2023 to 101,622 shares in Q4 2023. Meanwhile, Bank of America Corp (BAC) saw a substantial increase in holdings, with 250,190 shares owned in Q4 2023 compared to 250,087 shares in Q3 2023.

Moving on to the healthcare sector, Eli Lilly & Co (LLY) observed an increase in holdings, with 22,563 shares in Q4 2023 compared to the same number of shares in Q3 2023. Zoetis Inc (ZTS) also experienced stable holdings, with 20,477 shares in both quarters.

The information technology sector saw various changes in holdings as well. Notably, Alphabet Inc (GOOGL) had a significant increase in holdings, with 31,065 shares in Q4 2023 compared to 25,644 shares in Q3 2023. Additionally, Intel Corporation (INTC) experienced a decrease in holdings from 10,827 shares in Q3 2023 to 9,947 shares in Q4 2023.

As for the energy sector, Exxon Mobil Corporation (XOM) saw a notable increase in holdings, with 40,544 shares in Q4 2023 compared to no holdings in Q3 2023. On the other hand, Freeport-McMoRan Inc (FCX) experienced a slight decrease in holdings, with 153,106 shares in Q4 2023 as opposed to 154,307 shares in Q3 2023.

These changes in holdings provide valuable insights into the investment decisions made by Anderson Hoagland & Co during the third and fourth quarters of 2023. It is important to note that these numbers reflect a particular period and might not represent the current holdings of the firm.

Investors and market watchers can use this information to gain a better understanding of the trends and strategies employed by investment firms, as well as to make informed investment decisions. However, it is always essential to conduct thorough research and analysis before making any investment choices.

In summary, the 13F holdings of Anderson Hoagland & Co for Q3 and Q4 2023 showcased a mix of changes in holdings across various sectors, providing valuable insights into the investment decisions of this firm.