Winslow Asset Management's Q4 2022 vs. Q1 2023: Investments in Apple and Teradyne Increase, Charles Schwab Declines Dramatically

When it comes to investments, keeping an eye on the holdings of those in charge is crucial. Winslow Asset Management Inc's Q4 2022 vs. Q1 2023 13F Holdings Comparison reveals some interesting changes in their portfolio. Some companies were bought, some sold, while some holdings remained unchanged.

One of the key purchases of Winslow Asset Management Inc is Apple computer. Their holdings in the tech giant climbed to 209,389 shares in Q1 2023, and a value of $34,528, representing a 23% increase from the Q4 2022 value of $28,069. On the other hand, they reduced their holdings in Nordson Corporation by 7.9%, and their investment in Eli Lily and Co. also declined by 7.5%.

Winslow also opted to buy more shares of Teradyne Inc, reaching 164,079 shares, worth $17,338, which is 21% more than the Q4 2022 position. Another significant increase can be seen in Lululemon's holdings--they added 12.1% to their investment in the athletic apparel brand.

Charles Schwab was one of the biggest losers in Winslow's Q1 2023 portfolio, with a reduction of 38.7% in shares and a decrease in value from $14,939 in Q4 2022 to $9,157 in Q1 2023. Schlumberger Ltd. also had a decline in both shares (-0.3%) and value (-8.4%).

Some of the most significant gains in Winslow's portfolio come from companies like Newmont Corp (+158.3%) and Uber Technologies (+35.6%). These companies' shares increased dramatically from Q4 2022 to Q1 2023.

Apart from Charles Schwab and Schlumberger Ltd's reduction, other companies also had a decline in holdings. Pfizer Inc, for example, saw a reduction of 20.8% in the number of shares, while Weyerhaeuser Co declined by 3.8%. However, the reduction of these holdings is not as significant as that of Synovus Financial Corporation, which went from 6,625 shares in Q4 2022 to 0 in Q1 2023.

Winslow Asset Management's Q4 2022 vs. Q1 2023 13F Holdings Comparison is an excellent example of how fund managers adjust their investment portfolios over time. While some companies are bought and sold, others remain untouched. And while some have seen a major increase in value, others have struggled. Investors should always keep track of these shifts and analyze how they might impact their own portfolios.