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Winslow, Evans & Crocker 13F Q3 2020 vs. Q4 2020: Analyzing Changes in Top Holdings

Ava Hoppe | 23 April, 2023

Winslow, Evans & Crocker, Inc. recently released their 13F filings for Q3 2020 and Q4 2020, showcasing their top holdings and any changes made within the timeframe. The 13F filings are released quarterly and provide valuable insights into the investment strategies of institutional investors.

In the following analysis, we will examine the top holdings of Winslow, Evans & Crocker, Inc. and compare the changes between Q3 2020 and Q4 2020.

The top five holdings in Q3 2020 were Apple Inc., Microsoft Corp., Edwards Lifesciences Corp., Mastercard Incorporated, and Broadcom Inc. In the same period, the top five holdings by value were Microsoft Corp., Apple Inc., Amazon.com Inc., Thermo Fisher Scientific Inc., and Nvidia Corporation.

In Q4 2020, the top five holdings in terms of shares held were Microsoft Corp., Apple Inc., Edwards Lifesciences Corp., Amazon.com Inc., and TJX Cos Inc. The top five holdings by value were Microsoft Corp., Apple Inc., Amazon.com Inc., Edwards Lifesciences Corp., and Mastercard Incorporated.

The above comparison shows some interesting changes in holdings for Winslow, Evans & Crocker, Inc. The most notable change was the increase in the number of shares held in Microsoft Corp., which moved from the second-highest holding in Q3 2020 to the highest holding in Q4 2020. Additionally, the number of shares held in Amazon.com Inc. and TJX Cos Inc. increased by 282 and 7,105, respectively.

The value of Mastercard Incorporated, which was the fifth-highest holding in Q3 2020, increased by 9.4% in Q4 2020. Conversely, the value of Procter and Gamble Co, which ranked 18th in Q3 2020, surged by 254.4% and moved up to the eighth position in Q4 2020.

Another interesting observation was the decline in the value of shares held in Pfizer Inc., which dropped by 17.5% between Q3 2020 and Q4 2020. Intel Corp. also decreased 4.7% in the same period.

In summary, Winslow, Evans & Crocker, Inc. made several changes to its portfolio in Q4 2020 compared to Q3 2020, including increasing their holdings in Microsoft Corp. and Amazon.com Inc. Additionally, the value of their holdings in Mastercard Incorporated and Procter and Gamble Co. increased significantly. It will be interesting to see how these changes affect the company's performance going forward.

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