Investment Insights: Oppenheimer & Close 13F Holdings Q3 2022 vs. Q4 2022
Ava Hoppe | 3 May, 2023
Oppenheimer & Close, a reputable US-based financial services company, recently submitted its 13F filings to the SEC. The filings highlight the firm's investment changes from Q3 2022 to Q4 2022. As an avid investor, you'll find this update insightful as you seek to make informed decisions to increase your portfolio returns.
Pfizer Inc (PFE) remains one of the firm's top holdings, with a reduction of 1.13% in share value. Despite the decrease in shares, the investment firm decided to increase its portfolio investment from $6.3 million to $7.3 million, representing a growth rate of 15.8%.
Oppenheimer & Close added Seacor Marine Holdings Inc (SMHI) to their portfolio in Q3 2022. They increased their shares from 845,489 to 781,813, a decrease of 7.7%. However, their investment value increased from $4.7 million to $7.1 million, representing a growth rate of 50.7%.
Conversely, the investment firm reduced its stake in Intel Corporation (INTC) by 35.5% from Q3 2022 to Q4 2022. The shares decreased from 129,695 to 81,600, with their investment value reducing from $3.3 million to $2.1 million.
While its decision to increase its share value in Build-A-Bear Workshop Inc (BBW) by 75.1% was unanticipated, the firm reduced its stake in Equinox Gold Corp (EQX.TO) by 46.2%. They drastically reduced their shares from 341,652 to 204,723, with their investment value falling from $1.2 million to $669,000.
Interestingly, U Haul Holding Company (UHAL) remains an essential component of Oppenheimer & Close's investment. Although they reduced their share value in UHAL by 85.2%, their investment value increased from $2.5 million to $378,000.
In summary, Oppenheimer & Close's Q3 2022 vs. Q4 2022 13F holdings comparison reveals their finance team's dynamic and strategic approach to investment. Despite keeping some constants, the investment firm made bold moves to profitably navigate the market. It can inspire you to adopt this approach and make informed stock investment decisions that increase your portfolio's ROI.
Other Posts
- Comparing Q3 2022 and Q4 2022 13F Holdings of American Trust Investment Advisors, LLC
- Navigating Financial Changes: Castle Creek Arbitrage's Q3 to Q4 2022 Holdings
- A Closer Look at Tillar-Wenstrup Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings
- Capital Planning Advisors reveals significant shifts in Q3 vs. Q4 2022 fund holdings
- Polar Capital LLP's Q3 2020 Report: Bold Moves in 13F Portfolio with Notable Gains and Losses
- LMC Landscape Partners Expands Portfolio with Acquisition of Cutters Edge Total Landscape Solutions
- Investing in 2022: Changes in Holdings by Vestor Capital compared between Q3 and Q4
- Deltec Asset Management LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison
- BlueSpruce Investments LP Releases 13F Holdings Filing for Q3 and Q4 2022: Analysis of Changes in Holdings
- Arlington Capital Partners Launches Kinetic Engine Systems, a Leading Aerospace and Defense Component Manufacturer