Independent Investors Inc Q3 2023 vs. Q4 2023 13F Holdings Comparison

Independent Investors Inc, a leading investment firm, recently released its Q3 2023 and Q4 2023 13F holdings comparison. The report highlights the changes in holdings of the fund during this period. Let's take a closer look at some of the key findings.

Apple Inc. (AAPL) witnessed a slight decrease in shares, from 1,259,199 in Q3 2023 to 1,244,589 in Q4 2023. However, the value of these shares increased by 11.1%, reaching $239,620,000.

Microsoft Corporation (MSFT) also experienced a small decrease in shares, from 54,661 to 54,628. Nonetheless, the value of these shares rose by 19%, amounting to $20,542,000.

Johnson & Johnson (JNJ), on the other hand, maintained the same number of shares - 72,232 - across both quarters. The value of these shares increased slightly by 0.6%, totaling $11,321,000.

One of the significant changes observed was in Waters Corporation (WAT), which saw a 20.1% increase in the value of its shares. The number of shares remained constant at 31,867, but the value rose to $10,491,000 in Q4 2023 from $8,738,000 in Q3 2023.

JPMorgan Chase & Co. (JPM) experienced a similar trend. While the number of shares increased by a marginal amount - from 56,949 to 57,049 - the value of these shares rose by 17.5%, reaching $9,704,000.

Honeywell International Inc. (HON) witnessed a 13.5% increase in the value of its shares while maintaining the same number of shares - 42,490. The value climbed to $8,910,000 in Q4 2023 from $7,849,000 in Q3 2023.

Amgen Inc. (AMGN) saw a modest increase of 7.2% in the value of its shares, which remained at 30,541. The value rose to $8,796,000 in Q4 2023 from $8,208,000 in Q3 2023.

The Procter & Gamble Company (PG) witnessed a marginal decrease in both shares and value. The number of shares decreased from 55,850 to 55,217, and the value decreased by 0.7% to $8,091,000.

Boeing Company (BA) experienced a significant increase in the value of its shares, climbing by 35.7%. The number of shares remained almost the same - 30,902 in Q3 2023 and 30,836 in Q4 2023. The value increased from $5,923,000 to $8,037,000.

These findings highlight the dynamic nature of investments and the importance of evaluating portfolio holdings regularly. Independent Investors Inc's Q3 2023 vs. Q4 2023 13F holdings comparison provides valuable insights into the performance and changes in its holdings during this period.

Please note that the mentioned figures are based on publicly available data, and the holdings may have changed since the publication of this report. The purpose of this article is to highlight the trends observed during this specific time period, and readers should conduct their own research before making any investment decisions.

Overall, the Q3 2023 vs. Q4 2023 13F holdings comparison report showcases the strategic investment decisions made by Independent Investors Inc and offers valuable insights into the changes within their portfolio. It's crucial for investors to stay updated on the performance of their holdings and adapt their strategies accordingly.