The Evolution of Marvin & Palmer Associates Inc Q3 2022 vs. Q4 2022 13F Holdings

As we enter 2022, many institutional investors are taking note of the latest 13F filings, which reveal the changes in the holdings of some of the country's most influential funds. One such firm, Marvin & Palmer Associates Inc, has recently released its latest filing, which highlights a number of notable changes. In this article, we will delve deeper into Marvin & Palmer Associates Inc Q3 2022 vs. Q4 2022 13F holdings comparison, discussing the various changes in holdings and their implications.

First on the list is Vertex Pharmaceuticals, Inc (VRTX), which appears to have maintained its position with a total shareholding of 39,155 in Q3 and Q4 2022. However, the value of their shares dropped from $11.3 million to $11.28 million, which is a 0.1% decline relative to the previous period.

In contrast, AmerisourceBergen Corp (ABC) saw a 18.7% increase in value, despite the reduction in shares from Q3 to Q4 2022. There was a decrease of 2,000 shares to bring the total number of shares to 63,879. Nonetheless, the reduced shares didn't affect the value significantly, which climbed from $8.9 million to $10.6 million.

Autozone, Inc (AZO) first seemed to replicate VRTX, with a decrease in shares from 4,306 in Q3 to 4,192 in Q4 2022, yet the value of their shares increased from $9.2 million to $10.4 million, representing a 12.6% increase in value.

Ameriprise Financial Inc (AMP) saw the number of shares held by Marvin & Palmer Associates Inc, increase by 2,275 shares or 7.7% from Q3 to Q4 2022. In terms of the corresponding value of the shares, the firm noted an impressive, 33% increase from $7.5 million to $10 million.

Charles Schwab Corporation (SCHW) also saw significant growth in their shares, with Marvin & Palmer Associates increasing their share from 103,450 to 120,122. As a result, the corresponding value of the shares increased by 34.5% from $7.4 million to a whopping $10 million.

Goldman Sachs Group Inc (GS) is another company with an interesting shift. While the number of shares held remained relatively consistent (28129 in Q3 and 28853 in Q4 2022), their value jumped from $8.2 million to $9.9 million over the same period.

Arthur J Gallagher & Co (AJG) saw a marginal decrease in the number of shares held from 52,375 in Q3 to 51,443 in Q4 2022. Despite the reduction, the value of the shares of the insurance brokerage and risk management services firm increased from $8.9 million to $9.7 million, representing an 8.2% rise.

The iShares Russell 2000 ETF (IWM) accounts for the most significant change in shares from Q3 to Q4 2022 in the Marvin & Palmer Associates Inc 13F filing. While they had no shares in Q3, there was an entry of 53,607 shares in Q4 2022, which was valued at $9.3 million.

Morgan Stanley's (MS) shares were another recipient of an increase in holdings by Marvin & Palmer Associates Inc, which surged by 5,889 shares or 5.7% from Q3 to Q4 2022. The value of the shares also increased from $8.2 million to $9.3 million, representing a 13.7% hike.

The final company that experienced more than a 10% change in holdings by Marvin & Palmer Associates Inc is Raytheon Company (RTX). In Q3 2022, they had 79,496 shares valued at $6.5 million. By the end of the year, they had added 462 more shares in Q4 2022, which translated into an increase of $0.56 million in total value.

In conclusion, Marvin & Palmer Associates Inc has made significant shifts in their holdings from Q3 to Q4 2022, with one notable addition and one exit. Nonetheless, the majority of their investments were aimed at increasing the number of shares in their top-performing companies, which was mirrored by the staggering growth in the value of their shares.