Cito Capital Group, LLC Q3 2022 vs. Q4 2022 13F Holdings: Winners, Losers, and Surprises.

The investment world is constantly evolving, and tracking the equities of top-performing funds is one way of keeping informed. The Cito Capital Group, LLC recently shared their Q3 2022 and Q4 2022 13F holdings, and they came with some captivating insights and surprises. As expected, some equities surged while others plummeted, and the percentage change of holdings differed across issuers. In this article, we'll highlight the winners, losers, and surprises in Cito Capital Group's Q3 2022 vs. Q4 2022 13F holdings comparison.

Starting from the top, the biggest losers are Amazon and Salesforce. The 13F of these equities show a declining trend of -26.7% and -26.6%, respectively. This reduction in holdings could mean that the top-performing fund is shifting focus from these investments, possibly due to challenges the equities have faced in 2022.

Another big surprise was the increase in holdings of APA Corporation, a company that has recently been in the limelight for unveiling a new energy technology. Cito Capital Group increased their holdings in APA Corp from 10,000 shares in Q3 to 13,000 shares in Q4, indicating that the fund managers might be betting on the company's future performance.

Pfizer, Exon Mobil, and Johnson & Johnson, all experienced robust growth in their holdings. Pfizer's holdings grew by 17.1%, while Exxon Mobil and Johnson & Johnson's holdings grew by 34.5% and 7.4%, respectively. These increases in holdings could indicate that Cito Capital Group LLC expects these stocks to continue performing well through 2022.

Interestingly, there is no change in holdings for Visa. Two consecutive quarters without any changes in holdings could indicate that the fund managers are comfortable holding onto that equity.

Finally, there are other notable gainers in Cito Capital Group's 13F holdings, such as the shares of Cisco Systems Inc., Procter & Gamble Co, and Raytheon Technologies Corp, boasting an increase of 19.5%, 32.7%, and 23.9%, respectively.

In conclusion, the Cito Capital Group LLC Q3 2022 and Q4 2022 13F holdings offer a fascinating insight into the equities that the top-performing fund has been betting on or divesting from. While some equities experienced growth, others dwindled, indicating that making sound investment choices can be a painstaking process.