Boston Family Office LLC Q3 2022 vs. Q4 2022 13F Holdings: Analysing the Changes

Boston Family Office has recently filed its Q3 2022 and Q4 2022 13F holdings with the SEC. For those who are unfamiliar, 13F filings are reports submitted by institutional investment managers, like Boston Family Office, that manage over $100 million in assets. These reports are required by the SEC and provide valuable insights into the investment activities of some of the largest investors in the world.

In this article, we will analyze the changes in Boston Family Office's holdings between Q3 2022 and Q4 2022. We will look at the stocks they bought, the stocks they sold, and the stocks they held onto. Let's dive in!

Stocks Boston Family Office Bought

First, let's take a look at the stocks Boston Family Office bought during the fourth quarter of 2022. The data shows that they didn't make any big purchases during this period. Instead, they made some smaller investments in a handful of stocks, including Analog Devices Inc., which they bought 4,505 shares of, and Dollar Tree Inc., of which they bought 181 shares of.

Stocks Boston Family Office Sold

Next, let's examine the stocks that Boston Family Office sold during the fourth quarter of 2022. Perhaps the most notable sale was in Amazon.com Inc., which they reduced their holdings in by 5.6% or 15,012 shares. This decreased their position in the company from 267,184 shares to 261,172 shares.

Other notable sales include a 15.5% reduction in their Salesforce.com Inc. position, and a 28.1% reduction in their Invesco QQQ Trust position. Overall, it appears that Boston Family Office was selling off some of their tech holdings during the fourth quarter of 2022.

Stocks Boston Family Office Held Onto

Finally, let's take a look at the stocks that Boston Family Office held onto during the fourth quarter of 2022. There weren't any major surprises here, as the top holdings remained largely the same. Apple Inc. was their largest holding, followed by Microsoft Corporation and Visa Inc.

One interesting thing to note is that they increased their position in JPMorgan Chase & Co. by 1.0%, or 317 shares. This bumped their holdings in the company from 70,306 shares to 70,623 shares.

Conclusion

Overall, Boston Family Office's Q4 2022 holdings don't appear to show any major changes in strategy or investment focus. They made some small purchases in a few stocks and reduced their positions in some tech holdings, but for the most part, their top holdings remained the same. It will be interesting to see what changes, if any, they make in the future.