Asset Management Advisors, LLC Makes Strategic Changes to their 13F Holdings

Asset Management Advisors, LLC has made some significant changes to their investment portfolio, according to the latest 13F filings. The Q4 2022 compared to Q1 2023 comparison shows some interesting insights into the company's investment strategies.

The company sold off several positions, including the Bank of New York Mellon, while other holdings like Occidental Petroleum and Verizon experienced negligible changes. On the other hand, some selected holdings have seen an increase in value, while others have decreased by a fair margin.

Let's take a closer look at the changes in some of the significant holdings of Asset Management Advisors, LLC.

Lennar Corp A

The Q1 2023 filings shows that Asset Management Advisors, LLC maintained its position in Lennar Corp A, despite slightly decreasing its holdings from 77,399 shares to 75,969 shares, representing a 14% relative decrease.

Apple Inc.

Interestingly, Asset Management Advisors, LLC chose to add to its holdings of Apple Inc. As of Q1 2023, the company's shares increased to 55,857, and the value of its holdings rose to $9,210, representing a 25.3% increase over Q4 2022.

Micron Technology Inc.

Another tech holding for Asset Management Advisors, LLC is Micron Technology Inc. The company's holdings and value increased from Q4 2022 to Q1 2023, by 20.1% and 19.9%, respectively, representing its long-term hold approach.

CarMax Inc.

Asset Management Advisors, LLC also increased its position on CarMax Inc, with holdings going up 0.1% from Q4 2022 to 52,918 shares at a value of around $3,401.

Celanese Corp

On the contrary, from the report, we can see Asset Management Advisors, LLC closing its position in Celanese Corp, as the company sold all 30,970 of its shares.

Williams Companies

Asset Management Advisors, LLC had previously invested in Williams Companies. However, it reduced its holdings by 10.3% between Q4 2022 and Q1 2023, from 188,380 shares to 186,260 shares.

Closing Thoughts

It is clear Asset Management Advisors, LLC is pursuing an investment strategy of looking for opportunities and adding to high-performing holdings. The company has strategically trimmed some positions while selling off others to re-allocate capital to other assets.

The Q4 2022-Q1 2023 comparison shows that the company's investment strategy clearly aims to capitalize on the long-term gains of high-performing and high-potential assets while minimizing possible risks associated with poor-performing assets.

As a professional blog writer, we recommend performing an in-depth analysis of the changes in the 13F holdings to make informed decisions about your investment strategy. We hope this post informs you and helps guide your investment decisions.