Comparing Rikoon Group's Q4 2020 and Q1 2021 13F Holdings: Changes, Trends, and Insights

The first quarter of 2021 has seen some significant changes in Rikoon Group LLC's 13F holdings compared to the last quarter of 2020. Some of the notable changes include an increase in holdings of certain companies, while others saw a decrease. In this blog post, we will analyze the changes, trends, and insights of Rikoon Group's Q4 2020 and Q1 2021 13F holdings.

Apple Inc - Despite a decrease of 7.5% in value, the company's stock remained the top holding of Rikoon Group, with an increase in the number of shares.

Procter and Gamble Co - There was a minimal decrease in shares and value for this company, indicating that Rikoon Group remains confident in its potential.

Netflix Inc - There was a decrease in shares and value of 3.6% for Netflix Inc. However, it is still among the top holdings of Rikoon Group.

Microsoft Corp - A 6.6% increase in value and a small increase in shares indicate Rikoon Group's confidence in Microsoft's potential.

AbbVie Inc - Despite minimal change, AbbVie Inc's value remained steady, indicating a stable and promising future for the company, according to Rikoon Group.

Amazon com Inc - There was a decrease of 4.4% in value and a small increase in shares for Amazon com Inc.

Truist Finl Corp - One of the notable changes was an increase in shares and a significant 21.7% increase in value, making it one of the top holdings of Rikoon Group.

Walmart Inc - While Walmart is no longer among the top holdings, there was a significant decrease in value of 6%, reflecting a temporary decrease in value according to Rikoon Group.

Bristol-Myers Squibb Co - There was a minimal increase in shares and value, indicating a steady future for the company.

Exxon Mobil Corp - Despite a 29.2% increase in value, Exxon Mobil is no longer among the top holdings of Rikoon Group.

These changes in Rikoon Group's holdings reflect the evolving trends of the stock market. The increase in holdings of certain companies suggests growth potential and profitability. While the decrease in holdings of certain companies reflects temporary fluctuations in value. Rikoon Group's strategy demonstrates a long-term investment approach rather than short-term gains.

In conclusion, Rikoon Group's Q4 2020 and Q1 2021 13F holdings reflect a strategic and calculated approach to long-term investments. While there were notable changes in the values and shares, overall the holdings show stability, growth potential, and profitability.