Investment Analysis: West Coast Financial LLC Q3 2022 vs. Q4 2022 Holdings Comparison
Ava Hoppe | 8 May, 2023
Investing in the stock market has always been a risky and challenging business due to its uncertainty and fluctuations. Successfully navigating the constantly changing financial market requires a deep understanding of the various data and trends in the industry.
In this article, we will analyze the Q3 2022 vs. Q4 2022 13F holdings comparison of West Coast Financial LLC. The data involves the changes in holdings of 49 different equities.
First, let's familiarize ourselves with the terms "13F" and "holdings." 13F is a form that must be filed with the SEC by institutional investors with a portfolio value of over $100 million. The form provides details of the investment holdings of the institution. Holdings refer to the list of securities owned by an institutional investor, including stocks, bonds, and other financial assets.
Now, let us dive into the analysis itself.
According to the data provided, West Coast Financial LLC added to its position in 22 equities while reducing it in 24 equities. 3 equities remained unchanged, and for 1 equity (Waste Mgmt Inc Del), the 13F did not report any shares in Q3 2022, but the institutional investor added 56,595 shares in Q4 2022.
The equities with the highest Chg% in terms of a percentage of change in share value included:
1. UnitedHealth Group Inc (UNH) - 3225.5%
2. Campbell Soup Co (CPB) - 92.9%
3. Marsh & McLennan Cos Inc (MMC) - 94.3%
4. AMN Healthcare Svc Inc (AMN) - -2.9%
5. Becton Dickinson & Co (BDX) - -67%
It is important to note that while some of these equities' Chg% may seem impressive, it may not necessarily reflect the overall profitability of these investments.
The top five equities in terms of value with the highest percentage increase in shares between Q3 2022 and Q4 2022 were:
1. Apple Inc (AAPL) - -6.4%
2. Alphabet Inc (GOOGL) - -6.2%
3. DISNEY WALT CO (DIS) - -13.2%
4. Waste Mgmt Inc Del (WM) - N/A
5. Merck & Co Inc (MRK) - -31.8%
On the other hand, the five equities with the highest decreases in percentage change in shares were:
1. Applied Matls Inc (AMAT) - -86.5%
2. Waste Mgmt Inc Del (WM) - N/A
3. Public Storage (PSA) - -1.1%
4. Ishares TR (IVE) - -30.6%
5. Becton Dickinson & Co (BDX) - -67%
It is important to note that these rankings do not necessarily represent the profitability or success of the investment.
In conclusion, analyzing the West Coast Financial LLC Q3 2022 vs. Q4 2022 13F holdings comparison provides valuable insight into the investment strategies of the institutional investor. This data reveals that West Coast Financial LLC made significant purchases of UnitedHealth Group Inc (UNH), Campbell Soup Co (CPB), and Marsh & McLennan Cos Inc (MMC). While also selling and reducing its position in numerous other equities, such as Waste Mgmt Inc Del (WM) and Becton Dickinson & Co (BDX). It is important to remember that while these positions and values may vary over time, understanding the trends in investment can help one make more informed decisions when investing in the financial market.
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