New England Research & Management, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

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New England Research & Management, Inc. is a renowned asset management company based in the New England region. Their expertise lies in researching and managing various investment portfolios on behalf of their clients. As part of their regular operations, the company files a document called a 13F with the Securities and Exchange Commission (SEC), which provides a snapshot of their holdings in publicly traded companies.

In this blog post, we will be analyzing the Q2 2023 vs. Q3 2023 13F holdings comparison of New England Research & Management, Inc. We will focus on significant changes in their holdings during this period and their potential implications. Let's dive in!

1. Church and Dwight:

- Q2 2023 (SHARES): 59,000

- Q3 2023 (SHARES): 58,200

- Chg %: -9.8

Church and Dwight, a leading consumer products company, experienced a slight decrease in their holdings. This could be due to various market factors or adjustments in New England Research & Management, Inc.'s investment strategy.

2. Apple Computer:

- Q2 2023 (SHARES): 29,606

- Q3 2023 (SHARES): 29,561

- Chg %: -11.9

Similarly, New England Research & Management, Inc. reduced their holdings in Apple Computer. This could be a strategic move based on their analysis of the company's performance and market trends.

3. Alphabet Inc Class A:

- Q2 2023 (SHARES): 30,081

- Q3 2023 (SHARES): 38,106

- Chg %: 38.5

Alphabet Inc Class A, the parent company of Google, experienced a substantial increase in New England Research & Management, Inc.'s holdings. This indicates their confidence in the company's growth potential and aligns with the general trend of increased reliance on technology and digital services.

4. Johnson & Johnson:

- Q2 2023 (SHARES): 30,613

- Q3 2023 (SHARES): 30,328

- Chg %: -6.8

New England Research & Management, Inc. slightly reduced their holdings in Johnson & Johnson. This could be attributed to various factors such as market conditions, portfolio balancing, or the company's individual performance.

5. Microsoft:

- Q2 2023 (SHARES): 14,098

- Q3 2023 (SHARES): 14,398

- Chg %: -5.3

In the case of Microsoft, New England Research & Management, Inc. increased their holdings. It suggests a positive outlook on the company's prospects and aligns with Microsoft's continued growth and dominance in the technology sector.

These are just a few examples of the changes in holdings by New England Research & Management, Inc. The complete list provides valuable insights into their investment strategies and outlook on various industries. It is important to note that investment decisions by asset management companies depend on thorough research, market analysis, and their clients' investment goals.

Disclaimer: The information provided in this article is for informational purposes only. It is not intended as investment advice or a recommendation to buy or sell any securities mentioned. Investors should conduct their own research and consult with a professional financial advisor before making any investment decisions.