Dearborn Partners LLC Q3 2022 vs. Q4 2022: Analyzing Top Holdings and Changes in Investment Strategy

Dearborn Partners LLC, a leading investment management firm, recently released their 13F holdings report for Q3 and Q4 of 2022. The report reveals changes in the company's top holdings and sheds light on their investment strategy over the past year. In this blog post, we will analyze the data from the CSV file provided and provide insights into why these changes may have occurred.

The first notable change in Dearborn Partners LLC's holdings is the decrease in their position in Apple Inc. During Q3 2022, they held 779,056 shares of Apple, but by Q4 2022, their position had decreased to 770,293 shares – a 7% drop. This change could be attributed to a number of factors, such as concerns over Apple's future growth potential or a shift in investment strategy.

Another interesting change is their increased position in Becton Dickinson and Co. During Q3, they held 176,662 shares, but by Q4, that number had increased to 174,297 shares – a 12.6% jump. This change could suggest that Dearborn Partners LLC believes that Becton Dickinson and Co. is poised for growth in the healthcare industry.

Illinois Tool Works Inc. is another company that saw a significant change in investment during this period. In Q3, Dearborn Partners LLC held 273,112 shares, but that number increased to 268,404 shares in Q4 – a 19.8% increase. This change could suggest that the investment firm believes that Illinois Tool Works Inc. will perform well in the coming years.

One of the most interesting changes in the list is Blackrock Inc. During Q3, Dearborn Partners LLC held only 4,181 shares, but by Q4, their position had increased to 55,288 shares – a massive 1602.7% jump! This change could suggest that the firm sees Blackrock as a potential leader in the investment management industry.

Overall, the changes in Dearborn Partners LLC's holdings suggest that the company is constantly analyzing and re-evaluating their investment strategy. While there were decreases in some positions, there were also significant increases in other holdings. It will be interesting to see how these changes play out in the coming years and what other companies they choose to invest in.

In conclusion, the 13F holdings report from Dearborn Partners LLC for Q3 and Q4 of 2022 provides valuable insights into their investment strategy and sheds light on changes in their top holdings. By analyzing the data provided in the CSV file, we were able to gain a deeper understanding of the company's position on various companies and industries. As with any investment, however, it is important to remember that there are inherent risks involved, and nothing is guaranteed.