Burgundy Asset Management Ltd. Q3 2022 vs. Q4 2022 13F Holdings Comparison

As a seasoned investor, keeping tabs on your portfolio's changes can be challenging, but it's crucial to navigate the ever-changing market. In this comparison report, we'll explore the Q3 2022 vs. Q4 2022 13F holdings for Burgundy Asset Management Ltd. and how they've adjusted their positions to maintain a successful portfolio.

Starting with Microsoft Corp., we see a minimal change of -0.44% in their holdings, with 1.5 million shares being sold during this period, reducing the total number of shares held by 11,121 shares. Although Microsoft Corp. decreased, Arthur J Gallagher & Co, and Truist Financial Corp increased by 6.4% and 1.45%, respectively.

Continuing their adjustment strategy, Burgundy Asset Management Ltd. has reduced their holdings in Alphabet Inc.-A by -1.06%, with 34,254 shares being sold, reducing the total number of shares held to 3,205,061.

Despite the market volatility, Burgundy Asset Management Ltd. has maintained success by diversifying their holdings. For example, they increased their positions in Allision Transmission Hldg Inc., increasing their position by 12.5%, making them one of their top holdings at the end of Q4.

In contrast, Burgundy decreased their position in Equifax Inc. by an enormous 31.5%, selling over 370,471 shares, reducing the total number of shares held to 574,042. This change shows that the company was actively making adjustments in their portfolio, ensuring they could capitalize on market opportunities.

In conclusion, Portfolio management is an ongoing process that involves managing changes within investor's portfolios. Burgundy Asset Management made some strategic changes in their portfolio. They reduced their holdings in Equifax Inc. and sold some shares of Amazon.com Inc. They increased their investment in strategic education Inc. and Hillman solution. By analyzing and making strategic decisions regarding their investments, investors can remain successful in the ever-changing market.

By keeping a close eye on Burgundy Asset Management Ltd.'s Q3 2022 vs. Q4 2022 13F holdings comparison, we can learn from their adjustments and become better investors.