Bryn Mawr Capital Management, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

Investing in the stock market can be a gamble, but it pays off for those who know how to play their cards right. As an investor, you understand the importance of retaining your holdings and identifying which stocks to invest in. Tracking your investments from time to time is also crucial in making informed decisions moving forward. This is where 13F Holdings Comparison comes in handy.

Bryn Mawr Capital Management, LLC filed their 13F Holdings Comparison for Q4 2022 and Q1 2023. Our article will delve into the changes in shareholder value and percentage change of each share between the two periods. These results aim to help investors like you to perform thorough research and obtain insights into the market's latest trends, stay informed, and make informed investment decisions.

In Q1 2023, the number of shares for ISHARES TR decreased by 1,904, while their shareholder value increased by 3,971, resulting in a 5.7% change. MICROSOFT CORP had a similar trend, with their shares dropping by 17,317 and shareholder value increasing by 1,731, ultimately resulting in a 5.2% change. Meanwhile, VANGUARD BD INDEX FDS had a surge in the number of shares by 152,239 and an increase of shareholder value by 11,872, or 52% change.

Comparing the two-quarters, APPLE INC had an increase in the number of shares by 3,982 and an increase in shareholder value by 4,426, which indicates a 31.6% change. Similarly, VANGUARD INDEX FDS's number of shares increased by 1,016, with an increase in shareholder value by 1,215, resulting in a 10.1% change. While some companies achieved a positive change in shareholder value, other companies experienced a decrease.

MERCK & CO INC recorded a decrease of 33,403 shares and a decrease of 4,493 shareholder value, representing a negative 19.7% change. CITIZENS FINL GROUP INC also decreased by 1,005 shares and 1693 shareholder value, leaving them with a negative 22.5% change. Other companies, including MONDELEZ INTL INC and PFIZER INC, shared a similar fate, with their shareholder value declining by 28.5% and 23.3%, respectively.

Conclusion

The Bryn Mawr Capital Management, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison highlights the changes in the holdings of fund for various companies in two quarters. The changes in shareholder value and percentage change of each share between the quarters inform investors on the current market trends. As an investor, you can interpret this data to make sound investment decisions. It is important to note, however, that this article only presents data and not financial advice. Only make investment decisions after conducting thorough research and consulting a financial advisor.