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Chartwell Investment Partners, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Ava Hoppe | 26 July, 2023

Chartwell Investment Partners, LLC, a prominent investment firm, recently released their first-quarter (Q1) and second-quarter (Q2) 13F holdings comparison report for 2023. This report showcases the changes in holdings of various funds managed by Chartwell Investment Partners, LLC. It provides insights into the shifting landscape of their investments and highlights the companies that have experienced significant changes in their shareholdings. Let's dive deeper into this report to gain a better understanding of the transformations that have taken place.

APPLE INC COM (AAPL):

Apple Inc, one of the world's leading technology companies, had a minor decrease in shares held by Chartwell Investment Partners, LLC. In Q1 2023, the company held 557,670 shares, but in Q2 2023, the number decreased to 543,447 shares. Despite this decline, the value of the shares increased from $91,960,000 to $105,412,000, representing a change of 14.6%. This indicates that Chartwell Investment Partners, LLC remains confident in Apple's prospects.

MICROSOFT CORP COM (MSFT):

Microsoft Corp, a global technology giant, also experienced a slight decrease in shareholdings by Chartwell Investment Partners, LLC. In Q1 2023, they held 311,517 shares, which decreased to 297,125 shares in Q2 2023. However, similar to Apple Inc, the value of the shares increased from $89,810,000 to $101,182,000, reflecting a change of 12.7%. This indicates that despite the decrease in shares held, Chartwell Investment Partners, LLC remains optimistic about Microsoft's future.

ALPHABET INC CAP STK CLC (GOOG):

Chartwell Investment Partners, LLC saw a significant increase in their holdings of Alphabet Inc, the parent company of Google. In Q1 2023, they held 269,555 shares, which rose to 299,376 shares in Q2 2023. The value of the shares also increased from $28,034,000 to $36,215,000, representing a remarkable change of 29.2%. This indicates a growing confidence in Alphabet Inc's business performance and potential.

AMAZON COM INC COM (AMZN):

Amazon.com, Inc., the e-commerce and cloud computing behemoth, witnessed a considerable increase in shareholdings by Chartwell Investment Partners, LLC. In Q1 2023, they held 250,676 shares, which surged to 272,487 shares in Q2 2023. The value of the shares also saw a substantial increase from $25,892,000 to $35,521,000, reflecting a change of 37.2%. This suggests that Chartwell Investment Partners, LLC is optimistic about Amazon.com's future and its continued success in the market.

MUELLER WTR PRODS INC COM SER (MWA):

Mueller Water Products Inc, a leading manufacturer and distributor of water infrastructure products, experienced a slight decrease in shareholdings by Chartwell Investment Partners, LLC. In Q1 2023, they held 1,865,993 shares, which decreased to 1,826,743 shares in Q2 2023. However, the value of the shares increased from $26,011,000 to $29,648,000, reflecting a change of 14%. This indicates that despite the decrease in shares held, Chartwell Investment Partners, LLC remains positive about the future of Mueller Water Products Inc.

UNITEDHEALTH GROUP INC COM (UNH):

UnitedHealth Group Inc, a leading healthcare company, witnessed a decrease in shareholdings by Chartwell Investment Partners, LLC. In Q1 2023, they held 66,492 shares, which decreased to 61,147 shares in Q2 2023. The value of the shares also saw a slight decrease from $31,423,000 to $29,389,000, representing a change of -6.5%. This indicates a cautious approach by Chartwell Investment Partners, LLC towards UnitedHealth Group Inc.

COCA COLA CO COM (KO):

Coca Cola Co, a multinational beverage corporation, experienced a moderate increase in shareholdings by Chartwell Investment Partners, LLC. In Q1 2023, they held 412,985 shares, which increased to 435,471 shares in Q2 2023. The value of the shares also saw a slight increase from $25,618,000 to $26,224,000, reflecting a change of 2.4%. This suggests a continued interest in Coca Cola Co's business operations by Chartwell Investment Partners, LLC.

This article provides a comprehensive overview of the changes in holdings of Chartwell Investment Partners, LLC's funds based on their Q1 2023 vs. Q2 2023 13F holdings comparison. From Apple Inc to Coca Cola Co, various companies experienced diverse shifts in shareholdings. While some companies witnessed slight decreases, others saw significant increases in the number of shares held. These changes in holdings represent Chartwell Investment Partners, LLC's strategic investment decisions aimed at optimizing their portfolio and maximizing returns. As the investment landscape continues to evolve, it will be interesting to see how these holdings further develop in the coming quarters.

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