Neville Rodie & Shaw Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison
Ava Hoppe | 27 July, 2023
The first half of 2023 has brought about significant changes in the holdings of Neville Rodie & Shaw Inc. The 13F filings for Q1 2023 and Q2 2023 showcase interesting shifts in the portfolio of this investment firm. Let's dive deep into these changes and explore the impact they might have on the market.
APPLE INC (AAPL):
Starting with Apple Inc, Neville Rodie & Shaw Inc held 679,884 shares in Q1 2023, which decreased slightly to 670,948 shares in Q2 2023. Despite the marginal decrease, the value of their holdings increased from $112,113,000 to $130,000, exhibiting a positive trend for the company.
MICROSOFT CORP (MSFT):
The investment firm held 171,006 shares of Microsoft Corp in Q1 2023, which rose to 176,342 shares in Q2 2023. The value of their holdings also experienced a slight increase from $49,301,000 to $60,000, indicating a growing confidence in the tech giant.
THERMO FISHER SCIENTIFIC INC (TMO):
The holdings of Neville Rodie & Shaw Inc in Thermo Fisher Scientific Inc remained relatively stable, with 84,968 shares in Q1 2023 and 84,995 shares in Q2 2023. The value of their investments also showed a minimal change, going from $48,974,000 to $44,000.
JOHNSON & JOHNSON (JNJ):
Neville Rodie & Shaw Inc held 233,432 shares of Johnson & Johnson in Q1 2023, which decreased modestly to 230,277 shares in Q2 2023. However, the value of their holdings rose from $36,182,000 to $38,000, reflecting a positive outlook for the healthcare giant.
ALPHABET CLASS A (GOOGL):
The investment firm held 308,535 shares of Alphabet Class A in Q1 2023, which slightly decreased to 307,810 shares in Q2 2023. The value of their holdings also saw a marginal decrease from $32,004,000 to $36,000.
EXXON MOBIL CORP (XOM):
Neville Rodie & Shaw Inc's holdings in Exxon Mobil Corp remained stable, with 287,181 shares in Q1 2023 and 286,661 shares in Q2 2023. The value of their investments also remained consistent at $31,492,000 and $30,000.
QUANTA SERVICES INC (PWR):
The investment firm saw a significant increase in the holdings of Quanta Services Inc. Their shares rose from 135,265 in Q1 2023 to 149,555 in Q2 2023. The value of their investments also grew substantially from $22,540,000 to $29,000, indicating a positive sentiment towards the company.
VISA INC (V):
Neville Rodie & Shaw Inc maintained a steady position in Visa Inc, with 117,153 shares in Q1 2023 and 117,444 shares in Q2 2023. The value of their holdings also showed stability at $26,413,000 and $27,000.
LAM RESEARCH CORP (LRCX):
The investment firm held 37,293 shares of Lam Research Corp in Q1 2023, which decreased slightly to 37,215 shares in Q2 2023. The value of their investments also experienced a minor decrease from $19,769,000 to $23,000.
ZOETIS INC CL A (ZTS):
Neville Rodie & Shaw Inc's holdings in Zoetis Inc also remained relatively stable, with 135,736 shares in Q1 2023 and 136,969 shares in Q2 2023. The value of their investments showed a slight decrease from $22,592,000 to $23,000.
Overall, the Q1 2023 vs. Q2 2023 13F holdings comparison for Neville Rodie & Shaw Inc reveals a mix of stability and slight changes in their portfolio. While some holdings remained consistent, others experienced marginal fluctuations. This analysis provides insight into the investment decisions made by Neville Rodie & Shaw Inc and sheds light on their outlook for various companies in the market.
As with any investment analysis, it is important to note that holdings can change over time based on market conditions, company performance, and investor strategies. Investors should always conduct thorough research and analysis before making any investment decisions.
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