Investment Manager's Successful Fund Holdings Comparison in Q3 and Q4 2022

In the world of investments, taking the time to analyze and evaluate the success of a fund can often lead to remarkable returns. As the market changes, so do the holdings of some of the most profitable funds run by investment managers. One such manager is Saratoga Research & Investment Management, who recently updated the holdings of their 13F funds.

In this article, we will take a closer look at the holdings of the Saratoga Research & Investment Management Q3 and Q4 2022 13F Funds, highlighting the changes, analyzing the trends and revealing which stocks the fund manager is bullish on.

Saratoga Research & Investment Management Q3 and Q4 2022 13F Holdings Comparison

As per the newly updated 13F filings of the Saratoga Research & Investment Management Q3 and Q4 2022, there has been a notable change in the holdings of many stocks. Based on the data transparency requirements, Saratoga Research & Investment Management has altered its holdings in a wide range of stocks.

Top holdings traded by Saratoga Research & Investment Management in Q4 2022 include:

- Oracle (ORCL)

- Raytheon Technologies (RTX)

- Microsoft (MSFT)

- Unilever PLC (UL)

- Novo Nordisk ADR (NVO)

- Berkshire Hathaway B (BRK-B)

- Home Depot (HD)

- Alphabet Inc Cl A (GOOGL)

- Medtronic PLC (MDT)

- Starbucks (SBUX)

- Johnson & Johnson (JNJ)

- Apple Inc (AAPL)

- General dynamics (GD)

The aforementioned stocks demonstrated Saratoga Research & Investment Management's bullish outlook on companies operating in various industries, including technology, consumer goods, healthcare and more.

Increase and decrease in holdings

Among the top traded holdings, Oracle (ORCL) remained one of the favorite picks of Saratoga Research & Investment Management, despite decreasing shares from 1684399 to 1636579 and a decline in Q3 2022 value from $102,866 to $133,773.

The holdings of Raytheon Technologies (RTX) have also decreased from $106,582 to $129,075, while Microsoft (MSFT) reduced their shares by a mere 2.4 percent.

In contrast, Saratoga Research & Investment Management increased their share of Unilever PLC (UL) from 2096459 to 2007172 with a significant increase in value from $91,909 to $101,061. Novo Nordisk ADR (NVO), meanwhile, has seen an increase in handling by 31.8 percent in shares, and an increase in Q3 2022 value from $69,632 to 91,806.

Moreover, Home Depot (HD), Johnson & Johnson (JNJ), Starbucks (SBUX), Alphabet Inc Cl A (GOOGL) and Medtronic PLC (MDT) all experienced a decrease in shares, but showed an increase in Q3 2022 value.

Positive and negative trends

From the data mentioned, one can observe a positive trend in shares of Unilever PLC (UL), and Novo Nordisk ADR (NVO), which indicates a bullish outlook towards companies in the consumer goods and healthcare sectors.

On the other hand, Disney Walt Co (DIS), Reckitt Benckiser Group PLC AD (RBGLY), and Amazon.com (AMZN) experienced a decrease in shares traded, seeing the biggest decline from 2420 to 2420 shares, while Q3 2022 value dramatically dropped from $273 to $203.

Conclusion

Looking at the data, Saratoga Research & Investment Management appears to have a diversified approach in their investment strategy. Analysis of holdings in Q3 and Q4 2022 shows their bullish outlook on companies such as Unilever PLC (UL) and Novo Nordisk ADR, while they seem to be cautious about investing in stocks such as Disney Walt Co (DIS) and Amazon.com (AMZN).

Saratoga Research & Investment Management's Q3 and Q4 2022 holdings show the fund manager's strategic decision-making, with a commitment to market diversification and optimal portfolio performance.