The Rise and Fall of Investment: A Q3 2022 vs. Q4 2022 Convergence Investment Partners, LLC 13F Holdings Comparison

In the world of finance, investments are constantly changing. Between Q3 2022 and Q4 2022, Convergence Investment Partners, LLC saw a shift in their 13F holdings. Some of their investments grew, while others took a hit. In this article, we'll explore those changes and what they could mean for the future.

First on the list is Exxon Mobil Corp (XOM). While their asset value grew by 26.5%, the share count only increased by 0.1%. Gilead Sciences Inc (GILD) shows a similar trend with a 41.5% growth in asset value and only a 1.1% increase in share count. These two companies seem to be holding steady, with only slight increases in shares, but significant asset value gains.

On the other hand, Microsoft Corp (MSFT) saw a 10.7% decrease in asset value, with a 13.2% decrease in share count. Apple Inc (AAPL) and Amazon.com Inc (AMZN) also took a hit. AAPL decreased by 13.2% in asset value and 7.8% in share count, while AMZN saw a drastic 48.4% decrease in asset value and a 30.5% decrease in share count.

Other companies that saw impressive asset value gains include Caterpillar Inc (CAT) with a 61.2% increase and The Chemours Co (CC) with a 46.7% increase. Meanwhile, CVS Health Corp (CVS) experienced a 15.3% decrease in asset value, and AT&T Inc (T) decreased by 3.2%.

It's also interesting to note that some companies had no holdings in Q3 2022, but became part of Convergence Investment Partners, LLC's portfolio in Q4 2022. Truist Finl Corp (TFC), Pinnacle West Cap Corp (PNW), and Conagra Brands Inc (CAG) all have newly acquired shares through Convergence Investment Partners, LLC.

What can all of these changes mean for the future of investments? It's difficult to say for certain, but some trends may be emerging. For example, some tech giants, like Microsoft and Apple, may not be performing as well as they have in the past, while other industries, like energy and infrastructure, are showing more promise for growth.

Overall, Convergence Investment Partners, LLC's 13F holdings comparison highlights the ever-changing landscape of investments. To stay ahead in the finance industry, companies must be willing to adapt to these changes and make smart investment decisions.