Foundry Partners, LLC's Q3 vs. Q4 2022 Holdings Comparison: Promising Investments and Risks in Various Sectors

Foundry Partners, LLC is a renowned investment management firm that offers investment services for high-net-worth individuals, corporations, and institutional clients. As part of its investment services, Foundry Partners, LLC published its Q3 2022 vs. Q4 2022 13F Holdings Comparison, which has generated a lot of buzz in the financial industry. In this blog post, we will summarize the changes in holdings of this fund and what these changes signify.

JPMorgan Chase, one of the largest investment banks in the world, saw a 26.5% increase in its Q4 2022 value compared to Q3 2022. Despite a small decrease in shares, the fund's investment in JPMorgan Chase proved to be profitable. AES Corp, an electric power company, had a significant 34.9% increase in its Q4 2022 value compared to Q3 2022. This increase was accompanied by an increase in shares, meaning that the fund's investment in AES Corp was a smart move.

In the healthcare sector, Johnson & Johnson experienced a 6.7% increase in its Q4 2022 value compared to Q3 2022, despite a small decrease in shares. Merck & Co, a pharmaceutical company, saw its shares decrease significantly in Q4 2022, resulting in a negligible 0.1% increase in Q4 2022 value compared to Q3 2022.

Verizon Communications, a telecommunications company, experienced a whopping 53.1% increase in its Q4 2022 value compared to Q3 2022. This increase was accompanied by a significant increase in shares, indicating that the fund's investment in Verizon Communications was wise.

Altria Group, an American corporation that is one of the world's largest producers and marketers of tobacco, alcohol, and cannabis products, had an 11.8% increase in its Q4 2022 value compared to Q3 2022, despite a small decrease in shares. Ameriprise Financial, a financial services company, had a remarkable 48.2% increase in its Q4 2022 value compared to Q3 2022, accompanied by an increase in shares.

Caterpillar Inc, the world's largest construction equipment manufacturer, had a 43.7% increase in its Q4 2022 value compared to Q3 2022, accompanied by a small decrease in shares. Huntington Bancshares, a bank holding company, experienced a 28.6% increase in its Q4 2022 value compared to Q3 2022, accompanied by a significant increase in shares.

Interestingly, ExxonMobil, one of the largest publicly traded companies in the world, was sold entirely by the fund during Q3 2022, whereas it purchased zero shares in Q4 2022. Additionally, ConocoPhillips, an American multinational energy corporation, saw a 13.5% reduction in its Q4 2022 value compared to Q3 2022, accompanied by a significant decrease in shares. This move indicates that the fund is not so bullish on the oil and gas industry.

Moving on to the tech industry, Goldman Sachs Group Inc saw a 6.4% increase in its Q4 2022 value compared to Q3 2022, accompanied by a small decrease in shares. Also, Cisco Systems Inc, a multinational technology conglomerate, experienced a 17.7% increase in its Q4 2022 value compared to Q3 2022, accompanied by a small decrease in shares. However, Oracle Corporation, one of the world's largest software companies, had a 4.1% decrease in its Q4 2022 value compared to Q3 2022, accompanied by a significant decrease in shares.

In the airline industry, Southwest Airlines did not have any shares in Q3 2022, whereas the fund purchased over 500,000 shares in Q4 2022. This move signals that the fund is optimistic about the aviation industry's future.

To sum it up, Foundry Partners, LLC's Q3 2022 vs. Q4 2022 13F Holdings Comparison shows that the fund has made some promising investments in different sectors. While there were some minor dips in shareholdings, the increase in the value of the shares indicates that these investments will yield considerable returns. As always, investing in the stock market comes with risks, and investors should always do their due diligence before investing.