Baldwin Brothers LLC/Ma Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction

In this article, we will analyze the changes in holdings of Baldwin Brothers LLC/Ma between the second and third quarters of 2023. The 13F form provides valuable insights into the investment decisions made by institutional investors. By examining the data, we can gain a better understanding of the portfolio adjustments made by Baldwin Brothers LLC/Ma during this period.

An Overview of the Changes

During the analyzed period, there were several notable changes in holdings for Baldwin Brothers LLC/Ma. Let's take a closer look at some of the key findings:

1. Apple Inc (AAPL):

- Q2 2023: 442,102 shares

- Q3 2023: 437,511 shares

- Change: -12.7%

2. Microsoft Corp (MSFT):

- Q2 2023: 201,555 shares

- Q3 2023: 194,929 shares

- Change: -10.3%

3. Alphabet Inc (GOOGL):

- Q2 2023: 370,862 shares

- Q3 2023: 363,210 shares

- Change: 7.1%

4. Amazon.com Inc (AMZN):

- Q2 2023: 367,739 shares

- Q3 2023: 364,531 shares

- Change: -3.3%

5. Costco Wholesale Corp (COST):

- Q2 2023: 54,863 shares

- Q3 2023: 53,782 shares

- Change: 2.9%

6. Blackstone Inc (BX):

- Q2 2023: 263,603 shares

- Q3 2023: 266,790 shares

- Change: 16.6%

7. Visa Inc (V):

- Q2 2023: 123,520 shares

- Q3 2023: 121,569 shares

- Change: -4.7%

8. iShares TR (TIP):

- Q2 2023: 264,158 shares

- Q3 2023: 269,328 shares

- Change: -1.7%

9. PepsiCo Inc (PEP):

- Q2 2023: 163,945 shares

- Q3 2023: 163,857 shares

- Change: -8.6%

10. NVIDIA Corporation (NVDA):

- Q2 2023: 58,127 shares

- Q3 2023: 55,383 shares

- Change: -2%

These changes represent a snapshot of the portfolio adjustments made by Baldwin Brothers LLC/Ma during the analyzed timeframe.

Key Insights and Analysis

1. Technology Stocks: It is interesting to note that there were slight reductions in holdings of major technology companies such as Apple Inc and Microsoft Corp. This suggests a cautious approach by Baldwin Brothers LLC/Ma towards these tech giants.

2. Alphabet Inc: The decrease of 7.1% in holdings of Alphabet Inc may indicate a slight shift towards other investment opportunities or a reevaluation of the company's long-term growth potential.

3. Amazon.com Inc: While there was a minimal decline in holdings of Amazon.com Inc, it is worth noting that the reduction was relatively small compared to other tech stocks. This indicates a continued confidence in the e-commerce giant's future prospects.

4. Blackstone Inc: The increase of 16.6% in holdings of Blackstone Inc suggests a bullish outlook on the company's performance. This private equity firm seems to have attracted the attention of Baldwin Brothers LLC/Ma during the analyzed period.

5. Financial Industry: Baldwin Brothers LLC/Ma's reduced holdings in Visa Inc and iShares TR (TIP) indicate a potential slowdown in the financial sector. This could be a result of uncertainties in the market or a strategic reallocation of assets.

6. PepsiCo Inc: The 8.6% decrease in holdings of PepsiCo Inc might reflect a temporary shift away from consumer packaged goods. This could be influenced by various factors such as changing consumer preferences or market dynamics.

Conclusion

The comparison of Baldwin Brothers LLC/Ma's 13F holdings between the second and third quarters of 2023 provides valuable insights into their investment decisions. While there were some notable changes in holdings, it is important to remember that these adjustments represent a snapshot in time. Market dynamics, investor sentiment, and various other factors can influence portfolio adjustments. By analyzing the data in the 13F form, we can gain a better understanding of the investment strategy employed by Baldwin Brothers LLC/Ma during this period.