Investment Insights: Pettee Investors 13F Holdings Comparison Q3 2022 vs. Q4 2022

Investing in the stock market can sometimes feel chaotic, with hundreds of companies to choose from and constant fluctuations in the market. This is where funds like Pettee Investors come in, providing a curated selection of stocks for investors to choose from. In this blog post, we'll be taking a look at the Q3 2022 vs. Q4 2022 13F Holdings Comparison of Pettee Investors, highlighting which stock holdings saw the most changes.

First on the list is Johnson & Johnson (JNJ), with a minimal increase from 96,974 shares in Q3 2022 to 97,105 shares in Q4 2022. Despite the small change in shares, the value of their holdings increased by 8.3% from $15,841,000 to $17,154,000. JPMorgan Chase (JPM) is next on the list, with no changes in the number of shares held but a significant increase in the value of their holdings from $7,376,000 to $9,465,000, a change of 28.3%.

Pfizer (PFE) saw a 17.9% increase in the value of their holdings from $5,787,000 in Q3 2022 to $6,821,000 in Q4 2022. Exxon Mobil (XOM) had a 27.4% increase in the value of their holdings from $4,704,000 to $5,991,000, with their number of shares increasing slightly from 53,886 to 54,310. Hoya Capital Housing (HOMZ) had a 5.3% increase in the value of their holdings from $5,634,000 to $5,931,000, with their number of shares increasing from 186,727 to 186,942.

Procter & Gamble (PG) saw a significant 20% increase in the value of their holdings, with a minimal increase in their number of shares from 37,823 to 37,824. Abbvie (ABBV) also had a 21.4% increase in the value of their holdings, with their number of shares increasing from 34,437 to 34,712. However, Apple (AAPL) had a 6.7% decrease in the value of their holdings, with their number of shares decreasing from 42,630 to 42,320.

Merck (MRK) had a significant increase in the value of their holdings from $3,028,000 to $3,901,000, a change of 28.8%. Waste Management (WM) had a 9.1% decrease in the value of their holdings and a significant decrease in the number of shares held from 16,683 to 15,483. Amazon (AMZN) had the most significant change with a 23.4% decrease in the value of their holdings from $2,044,000 to $1,566,000, and United Parcel Service 'B' (UPS) had a 7.5% increase in the value of their holdings.

Conclusion

While stock market investing can be unpredictable, it is essential to keep track of the performance of funds like Pettee Investors. The Q3 2022 vs. Q4 2022 13F Holdings Comparison of Pettee Investors shows that changes in a fund's holdings can provide valuable insights into the market trends and performance of individual companies. Investors can use this information to make informed decisions on their investment strategies and portfolios.