Independent Franchise Partners LLP Q3 2022 vs. Q4 2022 13F Holdings Comparison

As an investor, keeping an eye on the latest 13F filings is crucial to stay ahead of the curve. Independent Franchise Partners LLP’s Q3 2022 versus Q4 2022 13F holdings comparison has revealed some interesting insights that are worth discussing.

One notable change in the holdings was for Oracle Corporation (ORCL), as Independent Franchise Partners LLP decreased its shares by -1.8% in Q4 2022 compared to Q3 2022. However, the value of the shares rose to $656,370 in Q4 2022, indicating a 31.5% increase.

Another significant decrease in shares was seen in Western Union (WU), where Independent Franchise Partners LLP’s shares fell by a staggering 49.7% in Q4 2022 compared to Q3 2022. The value of the shares decreased to $112,787, down from $224,442 in Q3 2022.

In contrast, Independent Franchise Partners LLP increased its holding in Ritchie Bros. Auctioneers (RBA) by 114.6%. In Q4 2022, the number of shares held went up from 2,108,110 to 4,888,788, and the value rose to $282,718, up from $131,714 in Q3 2022.

Salesforce Inc. (CRM) was another interesting addition to Independent Franchise Partners LLP’s Q4 2022 portfolio, as the company purchased 3,475,304 shares during the quarter. The value of those shares decreased by -9.4%, dropping from $508,512 in Q3 2022 to $460,524 in Q4 2022.

Apart from these notable changes, Independent Franchise Partners LLP has made several other changes to its portfolio, including a -2.8% decrease in the number of shares held for Fox Corporation (FOXA), and a 138.2% increase in the number of shares held for IAA Inc. (IAA).

The decrease in shares held by Independent Franchise Partners LLP in Microsoft Corporation (MSFT) and Alphabet Inc. (GOOGL) was a modest 1.1%. In contrast, the value of the shares held in S&P Global Inc. (SPGI) rose by 7.7%, from $346,486 in Q3 2022 to $373,028 in Q4 2022.

The holdings comparison of Independent Franchise Partners LLP for Q3 2022 versus Q4 2022, as gleaned from the 13F filings, can provide investors with valuable insights into the latest market trends. However, one must keep in mind that 13F filings could also reflect a historical performance, and there is no guarantee that they align with the current market situation.