Osher Van de Voorde Investment Management Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the world of finance, staying on top of the latest investment trends and shifts in holdings is essential. Osher Van de Voorde Investment Management recently released their Q3 2023 and Q4 2023 13F holdings comparison, providing valuable insights into the changes occurring in the market. Let's take a closer look at the data and analyze the significant changes that have taken place.

BlackRock Inc. (BLK) - A Steady Increase in Holdings

BlackRock Inc., one of the world's leading investment management companies, experienced a significant boost in holdings from Q3 to Q4 2023. Their shares jumped from 24,689 to 29,024, representing a 17.6% increase. Additionally, the value of their holdings grew from $15,961,000 to $23,561,000, indicating a promising investment direction.

Alphabet Inc. (GOOG) - A Promising Growth

Alphabet Inc., the parent company of Google, showcased steady growth in their holdings during this period. Their shares rose from 155,870 to 166,800, representing a 7% increase. Furthermore, the value of their holdings increased from $20,397,000 to $23,300,000, portraying a positive outlook for this tech giant.

J P Morgan Chase & Co (JPM) - A Financial Powerhouse Expanding

J P Morgan Chase & Co, one of the world's largest financial institutions, continued its upward trajectory during Q3 and Q4 2023. The company's shares grew from 128,543 to 136,099, signifying a 5.9% increase, while the value of their holdings soared from $18,640,000 to $23,150,000, demonstrating their dominance in the financial market.

Visa Inc. (V) - Riding the Wave of Financial Transactions

Visa Inc., a global payments technology company, benefited from the thriving digital payment landscape. Their shares increased from 80,550 to 85,295, indicating a 5.9% growth. The value of Visa's holdings also saw an upswing, rising from $18,527,000 to $22,206,000, reflecting their position as a frontrunner in the industry.

Microsoft Corp (MSFT) - Tech Powerhouse with Impressive Gains

Microsoft Corp, known for its software and technological innovations, experienced substantial gains in their holdings. Their shares grew from 53,812 to 57,793, representing a 7.4% increase, while the value of their holdings increased from $16,991,000 to $21,732,000, showcasing their strength in the tech sector.

Amgen Inc. (AMGN) - A Solid Performance

Amgen Inc., a biotechnology company specializing in innovative medicine, exhibited a steady performance during this period. The company's shares rose from 70,690 to 75,430, representing a 6.7% increase. The value of their holdings also grew from $18,998,000 to $21,725,000, indicating a positive outlook.

These are just a few highlights from the extensive list of companies and their changing holdings. It's clear that Osher Van de Voorde Investment Management is strategically adjusting their portfolio to capitalize on emerging opportunities. Their expertise lies in identifying potential winners in the market, and these insights provide valuable guidance for investors looking to make informed decisions.

Understanding 13F Forms and the Importance of Monitoring Holdings

To fully grasp the significance of these holdings and their fluctuations, it's essential to understand what a 13F form is and why it is important. 13F forms are filed with the Securities and Exchange Commission (SEC) by institutional investment managers with assets under management worth $100 million or more. This form provides crucial information about the holdings of these investment managers, including stocks, options, and convertible securities.

For investors, monitoring these forms can be an invaluable source of information. It offers insights into which companies institutional investment managers are backing, which can help individual investors identify potential investment opportunities. Additionally, it allows investors to see changes in holdings over time, which can indicate shifts in market sentiment, industry trends, or emerging opportunities.

Conclusion

Osher Van de Voorde Investment Management's Q3 2023 vs. Q4 2023 13F holdings comparison provides a comprehensive view of the ever-changing investment landscape. By analyzing the data, we can uncover valuable insights into the strategies implemented by top investment managers, identify potential investment opportunities, and adapt our own portfolios accordingly. Staying informed through reports like these is crucial for investors looking to navigate the dynamic and ever-evolving world of finance.