Investment Insights: Cohen Capital Management, Inc. Q4 2022 vs. Q1 2023 Holdings

Cohen Capital Management, Inc. has released their 13F holdings comparison for Q4 2022 and Q1 2023. The report tracks changes in the value and number of shares for issuers held by the firm during this time. Here's what investors can learn from the data.

Key Takeaways

- Cohen Capital Management increased their holdings in THERMO FISHER SCIENTIFIC and STRYKER CORPORATION.

- UNITEDHEALTH GROUP and PROCTER AND GAMBLE CO saw a decrease in holdings.

- The overall value of Cohen Capital Management's assets under management increased by 5.6% during the period.

Increase in Holdings for THERMO FISHER SCIENTIFIC and STRYKER CORPORATION

Cohen Capital Management increased their holdings in THERMO FISHER SCIENTIFIC and STRYKER CORPORATION for Q1 2023. Thermo Fisher Scientific saw a 4.7% increase in value, with no change in the number of shares held. Stryker Corporation, on the other hand, saw a 16.1% increase in value, with a small decrease of 500 shares.

Decrease in Holdings for UNITEDHEALTH GROUP and PROCTER AND GAMBLE CO

UnitedHealth Group and Procter and Gamble Co both saw decreases in holdings for Q1 2023. UnitedHealth Group saw a 10.9% decrease in value, with no change in shares held. Whereas Procter and Gamble Co saw a 2.2% decrease in value, with a minor loss of 256 shares.

Overall Increase in Asset Value

Despite the decrease in value held by some issuers, the overall value of Cohen Capital Management's assets under management increased by 5.6% during the observed period.

Other Notable Changes

Other notable changes include Microsoft Corp Com, which saw a 20.2% increase in value, and Applied Matls Inc Com, which had a 25.3% increase in value. Meanwhile, Caterpillar Inc decreased in value by 13.6%, and NVIDIA Corp Com saw a decrease of 1,000 shares held.

Conclusion

Cohen Capital Management's Q4 2022 vs. Q1 2023 13F holdings comparison offers valuable insights into the firm's investment decisions. The increase in holdings for Thermo Fisher Scientific and Stryker Corporation suggests that Cohen Capital Management has confidence in their growth potential, while the decrease in holdings for UnitedHealth Group and Procter and Gamble Co may reflect a shift in the firm's investment strategy. Overall, the data shows an increase in asset value and offers helpful information for investors considering their own investment decisions.