Moody Lynn & Lieberson's Q4 2022 vs. Q1 2023: A Look at 13F Fund Holdings

Moody Lynn & Lieberson, LLC recently released their Q4 2022 vs. Q1 2023 13F holdings comparison report, which provides valuable insights into the top companies that institutional investors are investing in. This report highlights some significant changes that institutional investors have made in their investment portfolios during the given period.

Microsoft Corp continues to be the top company that institutional investors have invested in. It experienced a significant increase in the number of shares held from 184,070 in Q4 2022 to 190,227 in Q1 2023, and its value increased by over 24% from $44,143 to $54,842. Apple Inc also experienced an increase in its number of shares from 305,173 to 309,743 and saw its value rise by 28.8% from $39,651 to $51,076. The report indicates that institutional investors continue to have faith in these tech giants.

Despite being in the top 5 companies, Lilly Eli & Co (LLY) was one of the companies that witnessed a decline both in the number of shares held and its value. It had 102,232 shares in Q4 2022, which decreased to 98,350 in Q1 2023, and its value dropped by 9.7% from $37,400 to $33,775. It is interesting to note that institutional investors have had mixed feelings about pharmaceutical companies, and LLY seems to be one of the companies that investors are losing faith in.

Institutional investors had a lot of interest in Spdr Gold Shares (GLD) during the given period, and it witnessed an increase in the number of shares held from 159,103 to 173,824, and its value rose by 18% from $26,990 to $31,848. There is a growing belief among investors that gold is one of the safest investments, and this trend is reflected in the report.

Another interesting development is that the value of Nvidia Corporation (NVDA) increased by 109.8%, from $10,903 to $22,872. It's worth noting that, although Nvidia Corporation is not in the top 10 companies that investors have invested in based on the number of shares held, its impressive value performance is reflective of the current bullish outlook for the tech industry.

Chevron Corp (CVX) was one of the companies that experienced a significant decline in the number of shares held from 98,175 to 66,649 and its value dropped by 38.3% from $17,621 to $10,874. Institutional investors seem to have lost faith in this giant company, which reflects the current investor preference for companies in the tech industry over fossil fuel companies.

In conclusion, the report by Moody Lynn & Lieberson, LLC highlights that institutional investors continue to be bullish on tech giants such as Microsoft Corp, Apple Inc, and Alphabet Inc, which underscores the growth potential for the tech industry. The report also highlights the rising interest in gold as a safe investment, and growing investor preference for tech companies over fossil fuel companies. Overall, this is an important report that reflects the current state of the investment industry and provides valuable insights for investors.