The Shifting Sands of Investment: A Look at Gallagher Fiduciary Advisors' Q3 2022 vs. Q4 2022 13F Holdings Comparison

Investing in stocks can be a tricky business, and no one knows that better than Gallagher Fiduciary Advisors, LLC. As an investment management firm, they know the importance of keeping a close eye on the market and adapting their holdings accordingly. Recently, Gallagher Fiduciary Advisors released their Q3 2022 vs. Q4 2022 13F Holdings Comparison, which details the changes in their holdings over the course of the third and fourth quarters of 2022. Let's take a closer look at some of these changes.

PG&E Corporation Takes a Hit

One of the most notable changes in Gallagher Fiduciary Advisors' holdings is the significant decrease in their holdings of PG&E Corporation (PCG). In Q3 2022, they held over 54 million shares of the company, but by Q4 2022, that number had decreased to just over 24 million shares. This drop in holdings is reflected in the decreased value of their investment, which went from over $678,000 in Q3 to just over $401,000 in Q4. This decrease represents a staggering 40.7% change in holdings.

Delta Air Lines Still on the Up and Up

While many of Gallagher Fiduciary Advisors' holdings saw changes over the course of Q3 and Q4, Delta Air Lines (DAL) remained a constant. They held just over 6 million shares of the company in both quarters, with a slight increase in value from $171,000 in Q3 to $196,000 in Q4. This increase represents a 14.4% change in holdings, which shows that the company is still seen as a sound investment choice.

CBRE Group Inc. Sees Modest Growth

Another company that saw a slight increase in holdings for Gallagher Fiduciary Advisors was CBRE Group Inc. (CBRE). In Q3 2022, they held just over 1 million shares of the company, but by Q4 2022, that number had increased slightly to just over 1.08 million shares. This increase is reflected in the value of their investment, which went from $72,000 in Q3 to $83,000 in Q4. This represents a 14.5% change in holdings, which may not be as significant as other holdings, but still reflects a positive trend.

Franklin Resources Inc. Jumps Ahead

One of the largest changes in Gallagher Fiduciary Advisors' holdings was with Franklin Resources Inc. (BEN). In Q3 2022, they held just under 1.76 million shares of the company, but by Q4 2022, that number had increased to just over 1.75 million shares. This increase is reflected in the value of their investment, which went from $37,866 in Q3 to $46,400 in Q4. This represents a significant 22.5% change in holdings, which shows that Gallagher Fiduciary Advisors sees something promising in Franklin Resources Inc.

Cleveland-Cliffs Inc. Remains a Stable Investment

Lastly, Gallagher Fiduciary Advisors' holdings of Cleveland-Cliffs Inc. (CLF) remained relatively stable over the course of Q3 and Q4. They held just under 950,000 shares of the company in both quarters, with a slight increase in value from $12,711 in Q3 to $14,767 in Q4. This increase represents a 16.2% change in holdings, which again, shows that the company is still seen as a sound investment choice.

In Conclusion

Overall, Gallagher Fiduciary Advisors' Q3 2022 vs. Q4 2022 13F Holdings Comparison showcases the importance of keeping a close eye on the market and adapting holdings accordingly. While some stocks saw significant decreases, others saw modest or significant increases, proving that investing is never certain. Nevertheless, by keeping an eye on market trends and making informed decisions, it is possible to see positive returns on investments.