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Investing in Q3 vs. Q4 2022: A Look at Jacobi Capital Management's Latest Changes

Ava Hoppe | 2 May, 2023

As an investor, staying up to date on the latest changes in stock holdings is crucial. That's why we're taking a closer look at Jacobi Capital Management's Q3 vs. Q4 2022 13F Holdings Comparison. From SPY to Google, there's a lot to unpack here, so let's dive in.

Starting with the top holdings, the SPDR S&P 500 ETF saw a small increase in shares, going from 290,886 in Q3 to 296,359 in Q4 2022. The value of these shares also increased by 9.1%, from $103,899,000 to $113,336,000.

Moving on to Berkshire Hathaway, we see a larger increase in shares, going from 147,450 in Q3 to 155,596 in Q4 2022. The value of these shares increased even more, by 22.1%, from $39,372,000 to $48,063,000.

But not all stocks saw an increase in shares. In fact, the Invesco QQQ TR saw a decrease from 98,780 in Q3 to 96,876 in Q4 2022. The value of these shares also decreased by 2.3%, from $26,400,000 to $25,796,000.

The Vanguard Index FDS also saw a small decrease in shares, going from 118,786 in Q3 to 117,949 in Q4 2022. However, the value of these shares increased by 5.8%, from $21,318,000 to $22,550,000.

Moving on to individual stocks, there were several notable changes. Apple Inc saw a decrease in shares from 97,911 in Q3 to 97,496 in Q4 2022. The value of these shares also decreased by 6.4%, from $13,531,000 to $12,667,000.

Meanwhile, Microsoft Corp saw an increase in shares from 43,046 in Q3 to 44,349 in Q4 2022. The value of these shares increased by 6.1%, from $10,026,000 to $10,635,000.

Goldman Sachs ETF also saw an increase in shares, going from 57,600 in Q3 to 63,205 in Q4 2022. The value of these shares increased by 9.6%, from $5,751,000 to $6,302,000.

Amazon.com Inc, on the other hand, saw a decrease in shares from 30,532 in Q3 to 32,085 in Q4 2022. The value of these shares also decreased by 21.9%, from $3,450,000 to $2,695,000.

One interesting addition to the holdings is Meta Platforms Inc, which saw 42,244 shares in Q3 but a significant decrease to 28,029 shares in Q4 2022. The value of these shares also decreased by 41.2%, from $5,732,000 to $3,373,000.

Another stock that saw a significant increase in value is Lockheed Martin Corp, going from $2,914,000 in Q3 to $3,569,000 in Q4 2022. This increase came despite a small decrease in shares, going from 7,542 in Q3 to 7,337 in Q4 2022.

In conclusion, Jacobi Capital Management's latest changes show a mix of increases and decreases in holdings, with some individual stocks experiencing notable changes. As always, investors should continue to keep a close eye on these holdings and any additional changes that can affect their portfolios in the future.

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