Kessler Investment Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the world of finance, constant analysis and comparison are essential for investors to make informed decisions. One crucial tool used in the evaluation is the 13F Holdings report, which details the changes in the holdings of various funds. In this article, we will delve into the Q2 2023 versus Q3 2023 13F Holdings of the Kessler Investment Group, LLC. We will analyze the changes in holdings, percentages, and the impacts these changes may have on the market. So let's jump right into it!

Kessler Investment Group, LLC is a reputable investment firm that manages portfolios for its clients. As part of their regulatory requirements, they are required to file a Form 13F with the Securities and Exchange Commission (SEC) on a quarterly basis. This form provides valuable insights into the company's holdings, including the issuer name, option type, number of shares held, and the value of those holdings.

During the Q2 2023 to Q3 2023 period, Kessler Investment Group, LLC made several significant changes to their portfolio. Let's take a closer look at some of the key highlights:

1. ALPHABET INC (GOOGL):

- In Q2 2023, Kessler Investment Group held 72,151 shares, with a value of $8,636,000.

- In Q3 2023, the number of shares increased to 73,146, representing a 10.8% change.

- The value of these holdings also increased to $9,571,000.

2. JOHNSON & JOHNSON (JNJ):

- In Q2 2023, Kessler Investment Group held 51,481 shares, with a value of $8,521,000.

- In Q3 2023, the number of shares increased to 52,455, representing a -4.1% change.

- The value of these holdings decreased to $8,169,000.

3. ADOBE INC (ADBE):

- In Q2 2023, Kessler Investment Group held 11,414 shares, with a value of $5,581,000.

- In Q3 2023, the number of shares increased to 11,492, representing a 5% change.

- The value of these holdings increased to $5,860,000.

These are just a few examples of the changes in holdings made by Kessler Investment Group, LLC. The report shows that the company made both positive and negative changes to its portfolio during this period. It is crucial to analyze these changes to gain insights into the investment strategy and the company's outlook on different stocks.

Investors and financial analysts can use this information to evaluate the performance of Kessler Investment Group, LLC and make educated investment decisions. By tracking the changes in holdings, one can identify trends and patterns that may indicate future market movements.

It's important to note that the data presented here is only a snapshot of the holdings during the specified period. The market is dynamic, and investment strategies may change over time. It is always recommended to conduct additional research and consult with professionals before making any investment decisions.

In conclusion, the Q2 2023 versus Q3 2023 13F Holdings of Kessler Investment Group, LLC provides valuable insights into the company's investment strategy and the changes made to its portfolio. By analyzing these holdings, investors can gauge the company's outlook on different stocks and make informed decisions.