Northwest Investment Counselors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
Ava Hoppe | 21 January, 2024
Introduction:
In the ever-evolving world of investments, it's important to stay up-to-date with the latest changes in holdings. One way to do this is by analyzing 13F filings, which provide insights into the investments made by various funds. In this article, we'll take a closer look at the Q3 2023 vs. Q4 2023 13F holdings comparison of Northwest Investment Counselors, LLC.
Analyzing the Holdings:
The Q3 2023 vs. Q4 2023 13F holdings comparison for Northwest Investment Counselors, LLC reveals some interesting trends. Let's delve into a few notable changes that occurred during this period.
1. Microsoft Corp (MSFT):
- Q3 2023 (SHARES): 81,682
- Q4 2023 (SHARES): 81,475
- Q3 2023 VALUE ($000): 25,791
- Q4 2023 VALUE ($000): 30,637
- Chg %: 18.8
Northwest Investment Counselors, LLC slightly reduced its holdings in Microsoft Corp during this period. The value of their investments also saw a significant increase, indicating confidence in the company's future prospects.
2. Schwab Strategic TR (SCHF):
- Q3 2023 (SHARES): 627,636
- Q4 2023 (SHARES): 619,520
- Q3 2023 VALUE ($000): 21,314
- Q4 2023 VALUE ($000): 22,897
- Chg %: 7.4
While the number of shares held by Northwest Investment Counselors, LLC decreased slightly, the overall value of their holdings in Schwab Strategic TR saw a modest increase. This suggests that they remain optimistic about the fund's performance.
3. iShares TR (WOOD):
- Q3 2023 (SHARES): 190,735
- Q4 2023 (SHARES): 190,017
- Q3 2023 VALUE ($000): 14,118
- Q4 2023 VALUE ($000): 15,448
- Chg %: 9.4
Northwest Investment Counselors, LLC experienced a marginal decrease in the number of shares held in iShares TR. Despite this, the value of their investments in this fund increased, indicating confidence in its growth potential.
4. Apple Inc (AAPL):
- Q3 2023 (SHARES): 63,937
- Q4 2023 (SHARES): 63,341
- Q3 2023 VALUE ($000): 10,946
- Q4 2023 VALUE ($000): 12,195
- Chg %: 11.4
Northwest Investment Counselors, LLC slightly reduced its holdings in Apple Inc, but the increase in the value of their investments suggests that they expect the company to continue performing well.
Conclusion:
Northwest Investment Counselors, LLC made some strategic changes to its holdings during the Q3 2023 vs. Q4 2023 period. While they decreased their holdings in some companies, they also increased their investments in others, indicating a well-thought-out approach to portfolio management. This demonstrates the importance of regularly analyzing 13F filings to understand the shifting landscape of investments. Investors and fund managers can gain valuable insights from such comparisons, helping them make informed decisions for their portfolios.
Remember, understanding the changes in holdings is just one piece of the puzzle. It's crucial to conduct thorough research and seek professional advice before making any investment decisions.
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