Pineno Levin & Ford Asset Management, Inc.'s Q3-Q4 2021 13F Holdings Comparison Reveals Interesting Changes

Pineno Levin & Ford Asset Management, Inc. is a prominent investment firm that operates in the financial markets, particularly in the stock market. With numerous funds and investment strategies, its clients have always been able to benefit from its expertise to make profitable investments. In this blog post, we will take a look at the Q3 2021 and Q4 2021 13F Holdings Comparison of Pineno Levin & Ford Asset Management, Inc.

The Securities and Exchange Commission (SEC) requires investment managers who manage over $100 million in assets to file a 13F form every quarter. This form discloses the portfolio holdings of the investment manager, including stocks, options, and other securities. It gives insight into the investment strategies and performance of the manager, and is a tool used by investors to make informed investment decisions.

Our analysis of Pineno Levin & Ford Asset Management, Inc.'s Q3 2021 and Q4 2021 13F Holdings Comparison reveals some interesting changes in the manager's portfolio. The table above shows the changes in the holdings of the fund, the issuer name, option type, the number of shares held, their value in USD, and the percentage change from Q3 to Q4 2021.

Microsoft Corporation (MSFT) remained the top holding of Pineno Levin & Ford Asset Management, Inc. in Q4 2021, with 64662 shares valued at USD 21747, representing a 19.9% increase from Q3 2021. Accenture Plc Ireland (ACN) was the second-largest holding with 35926 shares valued at USD 14893, a 28% increase from Q3 2021.

One of the significant changes in the holdings of the fund was the increase in shares of NextEra Energy, Inc. (NEE). In Q4 2021, Pineno Levin & Ford Asset Management, Inc. held 113742 shares of NEE, an increase of 20.5% from Q3 2021. The value of these shares amounted to USD 10,619, which was a positive shift in the performance of the investment.

Another notable change was in Pfizer Inc. (PFE), with Pineno Levin & Ford Asset Management, Inc. holding 168675 shares worth USD 9960 in Q4 2021, compared to 167305 shares valued at USD 7196 in Q3 2021, representing a 38.4% increase.

The holding of Zoetis Inc. (ZTS) fell by 24.6% from Q3 2021 to Q4 2021, with Pineno Levin & Ford Asset Management, Inc. holding 36600 shares valued at USD 8931. The decrease in shares reflected a shift in the investment strategy of the fund, and it remains to be seen how this will impact the performance of the fund.

The holdings of Capital One Financial Corp. (COF) and Comcast Corp New (CMCSA) had a negative impact on the fund's performance. The value of their shares dropped by 11.1% and 8.9%, respectively, from Q3 2021 to Q4 2021.

Pineno Levin & Ford Asset Management, Inc. also made some interesting additions to its portfolio, with Amazon.com Inc. (AMZN), Viatris Inc. (VTRS), and Meta Platforms Inc. (META) among the new holdings. In Q4 2021, the firm held 760 shares of Amazon.com Inc., valued at USD 2534, which was a positive move for the fund.

In conclusion, our analysis showed that Pineno Levin & Ford Asset Management, Inc. made some significant changes to its holdings between Q3 2021 and Q4 2021. The fund added new holdings, increased its shares in some investments, and decreased shares in others. While some of the changes had a negative impact on the fund's performance, others helped to boost its returns. It is worth noting that investors should conduct thorough research and analysis before making any investment decisions.