Investment Giants: Baldwin Investment Management, LLC Q3 2022 vs. Q4 2022 Holdings Comparison

In the fast-paced world of investing, keeping track of 13F filings is vital to always stay ahead of the game. Baldwin Investment Management, LLC, a renowned hedge fund, recently filed its Q3 2022 and Q4 2022 13F holdings report. This detailed report is a great insight for investors as it reveals the fund's stock interests, including the changes that occurred in holdings during the period.

In this blog post, we’ll take an in-depth look at the Q3 2022 vs. Q4 2022 holdings comparison of Baldwin Investment Management, LLC. We’ll analyze the most notable changes in their 13F holdings, what influenced their decisions, and how the changes might impact the fund's future.

BRK-A - Berkshire Hathaway Cl A

Without any doubt, the most noticeable change in holdings by Baldwin Investment Management, LLC was their stake in Berkshire Hathaway Cl A. Going from zero shares in Q3 2022 to 570 shares in Q4 2022, the hedge fund invested heavily in the conglomerate company. The move paid off dividends as the Q4 2022 value of shares in Berkshire Hathaway Cl A is now worth a whopping $267,165.

AAPL - Apple Inc

Baldwin Investment Management, LLC was less bullish on Apple Inc this time around, with a minor decrease of 7% in shares from Q3 2022 to Q4 2022. As of Q4 2022, the hedge fund holds 77,139 shares of Apple Inc, the tech company that remains one of the largest companies in the world by market capitalization.

MSFT - Microsoft Corp

Microsoft Corp is yet another technology giant whose shares remained almost stagnant in the eyes of Baldwin Investment Management, LLC, with only a 3.5% increase from Q3 2022 to Q4 2022. However, with 38,456 shares worth $9,222, Microsoft Corp remains a top-tier holding for the hedge fund.

JPM - J.P. Morgan Chase & Co

The financial sector giant, J.P. Morgan Chase & Co, saw a sizeable 29.5% increase in shares held by Baldwin Investment Management, LLC, with 49,817 shares now up from 49,371 in Q3 2022. The hedge fund's investment in J.P. Morgan Chase & Co has now reached a value of $6,680 for Q4 2022.

ABBV - Abbvie Inc

In the healthcare sector, Baldwin Investment Management, LLC decreased its holding in Abbvie Inc by 17.5% between Q3 2022 and Q4 2022. The hedge fund now holds 37,990 shares worth $6,139. However, Abbvie Inc remains a significant healthcare player with a strong presence in the industry.

The Bottom Line

The above overview provides insight into the major changes made by Baldwin Investment Management, LLC in the Q3 2022 versus Q4 2022 holdings comparison. Although a majority of the stocks remained static with minimal changes, the fund made a massive move by investing in Berkshire Hathaway Cl A. Investors can take note of these changes, and they could impact their investments in the future.

It’s essential to keep track of such reports to analyze the changes in holdings that hedge funds make. However, keep in mind that every investment decision is based on in-depth research and analysis, so investing in a stock because a hedge fund is doing so may not be the best move. Nevertheless, it’s always essential to stay informed and updated on the market's latest trends and shifts.