Potomac Partners' Q3 and Q4 2022 Holding Comparison: Winners and Losers

Potomac Partners, a prominent hedge fund, released its latest 13F filings, revealing its Q3 and Q4 2022 holdings. The filings indicated the fund's total assets amounted to $120 million, with a significant increase in holdings for some companies and a decrease for others. In this blog post, we will take a closer look at the notable changes in the fund's holding.

Winners (Increased Holding)

1. Honeywell International (HON)

Honeywell International was the biggest winner, with its holding increasing by 1.07%. The company's shares rose by 29.1% in value, boosting its Q4 holding value to $3.7 million compared to $2.9 million in Q3.

2. BlackRock Inc (BLK)

BlackRock Inc saw an increase of 6.38% in holding, with its shares rising by 37% in value. BlackRock's Q4 holding value reached $3.3 million, up from $2.4 million in Q3.

3. Ameriprise Financial Inc (AMP)

Ameriprise Financial Inc's holding increased by 23.2%, with the company's shares rising by 23% in value. The fund's Q4 holding value was $2.8 million compared to $2.3 million in Q3.

4. Stryker Corporation (SYK)

Stryker Corporation saw an increase in holding by 2.61%, with its shares rising by 28.7% in value. The fund's Q4 holding value was $1.6 million compared to $1.2 million in Q3.

Losers (Decreased Holding)

1. iShares Gold Trust (IAU)

The iShares Gold Trust saw the biggest decrease, with its holding shrinking by 20.7%. The company's shares fell by 12.9% in value, reducing its Q4 holding value to $7.4 million compared to $8.5 million in Q3.

2. Apple Inc (AAPL)

Apple Inc's holding decreased by 1.4%, with the company's shares falling by 7.2% in value. The fund's Q4 holding value was $5.0 million, down from $5.4 million in Q3.

3. Microsoft Corp (MSFT)

Microsoft Corp's holding decreased by 0.05%, with the company's shares falling by 2.9% in value. The fund's Q4 holding value was $5.1 million, a slight decrease from $5.0 million in Q3.

4. Oracle Corp (ORCL)

Oracle Corp's holding decreased by 1.9%, with the company's shares falling by 35.8% in value. The fund's Q4 holding value was $3.3 million, down from $2.4 million in Q3.

Summary

In conclusion, Potomac Partners' Q3 and Q4 2022 13F filings revealed a mix of winners and losers. The fund's biggest winner was Honeywell International, with its holding increasing by 1.07%, while the iShares Gold Trust saw the biggest decrease, with its holding shrinking by 20.7%. As with any investment, there are always risks and rewards, and Potomac Partners' holdings clearly show that. As always, investors are advised to conduct their research before investing their money.