Chilton Capital Management LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

If you're an investor or simply interested in the financial world, you may have come across terms like "Chilton Capital Management LLC" and "13F Holdings Comparison." These terms might sound unfamiliar and complex, but they hold significant importance in the investment world. In this article, we will delve into the holdings of Chilton Capital Management LLC and analyze the changes that occurred between Q3 2023 and Q4 2023.

Chilton Capital Management LLC is a well-known investment firm that manages portfolios for various clients. As part of their regulatory requirements, investment firms like Chilton Capital Management LLC are obligated to file quarterly reports known as Form 13F with the Securities and Exchange Commission (SEC). These reports provide detailed insights into the firm's holdings, including the securities they own and their respective values.

Analyzing the 13F Holdings Comparison between Q3 2023 and Q4 2023 allows us to understand how Chilton Capital Management LLC managed their portfolio during this period. By comparing the number of shares held and the corresponding values, we can identify the changes and gain insights into their investment strategy.

Let's dive into the comparison:

1. Microsoft Corporation (MSFT):

- Q3 2023 Shares: 293,722

- Q4 2023 Shares: 289,354

- Q3 2023 Value ($000): 92,742

- Q4 2023 Value ($000): 108,808

- Change %: 17.3

Chilton Capital Management LLC reduced their holdings of Microsoft Corporation by approximately 4,368 shares between Q3 and Q4 2023. However, the value of their holdings increased by $16,066, reflecting a 17.3% change.

2. Apple Inc. (AAPL):

- Q3 2023 Shares: 434,068

- Q4 2023 Shares: 426,026

- Q3 2023 Value ($000): 74,316

- Q4 2023 Value ($000): 82,022

- Change %: 10.4

During the same period, Chilton Capital Management LLC reduced their holdings of Apple Inc. by approximately 8,042 shares. However, the value of their holdings increased by $7,706, indicating a change of 10.4%.

3. Exxon Mobil Corporation (XOM):

- Q3 2023 Shares: 622,350

- Q4 2023 Shares: 625,591

- Q3 2023 Value ($000): 73,175

- Q4 2023 Value ($000): 62,546

- Change %: -14.5

Chilton Capital Management LLC increased their holdings of Exxon Mobil Corporation by approximately 3,241 shares between Q3 and Q4 2023. However, the value of their holdings decreased by $10,629, representing a change of -14.5%.

4. Amazon.com Inc. (AMZN):

- Q3 2023 Shares: 397,656

- Q4 2023 Shares: 397,007

- Q3 2023 Value ($000): 50,550

- Q4 2023 Value ($000): 60,321

- Change %: 19.3

Chilton Capital Management LLC slightly reduced their holdings of Amazon.com Inc. by approximately 649 shares. However, the value of their holdings increased by $9,771, reflecting a change of 19.3%.

These are just a few examples of the holdings and changes Chilton Capital Management LLC made between Q3 2023 and Q4 2023. The complete list includes various other companies, such as NVIDIA Corporation, UnitedHealth Group Inc, Visa Inc, and JPMorgan Chase & Co, among many others.

It is crucial to note that Chilton Capital Management LLC's investment decisions are based on their analysis of the market and their individual strategies. These decisions might include adding or reducing positions in certain companies, based on factors like market trends, financial performance, and other relevant information.

Understanding the 13F Holdings Comparison helps investors gain insights into the investment strategies of prominent firms like Chilton Capital Management LLC and provides valuable information when making their own investment decisions. However, it is advisable to consider multiple factors and conduct thorough research before making any investments.

Please note that the information provided in this article is based on data from the mentioned period and may not reflect the current holdings of Chilton Capital Management LLC. It is always recommended to refer to the most recent reports and consult with a professional financial advisor when making investment decisions.

In conclusion, analyzing the 13F Holdings Comparison is a valuable tool for investors, enabling them to understand the changes in holdings of investment firms like Chilton Capital Management LLC. It provides insights into their investment decisions and strategies, allowing investors to make informed choices in their own portfolios.