Meyer Handelman Co: A Comparison of Q1 2023 and Q2 2023 13F Holdings

Meyer Handelman Co, a well-known investment management firm, recently released its 13F filings for the first and second quarters of 2023. These filings provide valuable insights into the firm's holdings and any changes that have occurred during this period. In this article, we will compare the holdings of Meyer Handelman Co in Q1 2023 and Q2 2023 and analyze the significant changes that have taken place.

One of the notable changes in Meyer Handelman Co's holdings is the decrease in its holdings of Microsoft (MSFT) and Apple (AAPL). In Q1 2023, the firm held 523,912 shares of Microsoft, which decreased to 501,847 shares in Q2 2023. Similarly, Meyer Handelman Co's holdings of Apple decreased from 533,566 shares in Q1 2023 to 530,606 shares in Q2 2023. Despite these decreases, both Microsoft and Apple remain prominent positions in the firm's portfolio.

On the other hand, Meyer Handelman Co increased its holdings in companies like Honeywell International (HON) and Procter & Gamble (PG). The firm's holdings of Honeywell International increased from 431,003 shares in Q1 2023 to 436,053 shares in Q2 2023. Likewise, Meyer Handelman Co's holdings of Procter & Gamble increased from 584,234 shares in Q1 2023 to 583,584 shares in Q2 2023. These increases in holdings indicate the firm's confidence in these companies and their potential for growth.

Another notable change is the decrease in holdings of Pfizer (PFE) and Gilead Sciences (GILD). Meyer Handelman Co's holdings of Pfizer decreased from 1,389,506 shares in Q1 2023 to 1,387,913 shares in Q2 2023. Similarly, the firm's holdings of Gilead Sciences decreased from 393,924 shares in Q1 2023 to 383,454 shares in Q2 2023. These decreases in holdings might be attributed to various factors, such as changes in the firm's investment strategy or market conditions.

In addition to these changes, Meyer Handelman Co made several other adjustments to its holdings. The firm increased its holdings of companies like Trane Technologies (TT), Wal-Mart (WMT), and JPMorgan Chase (JPM), indicating positive sentiment towards these stocks. Conversely, the firm decreased its holdings in companies like ExxonMobil (XOM), Bristol Myers Squibb (BMY), and Gilead Sciences, indicating a more cautious approach towards these stocks.

It's worth noting that Meyer Handelman Co's investment decisions are based on thorough research and analysis. The firm takes into account various factors, including company fundamentals, industry trends, and market conditions. These factors help the firm identify opportunities and make informed investment decisions on behalf of its clients.

In conclusion, Meyer Handelman Co's 13F filings for Q1 2023 and Q2 2023 reveal several notable changes in its holdings. While the firm decreased its holdings in some companies, it also increased its holdings in others. These changes reflect the firm's ongoing evaluation of market conditions and its commitment to delivering value to its clients. As always, it's important to remember that these filings represent a snapshot in time and may not fully reflect the firm's current investment strategy.