WAFRA INC. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
345 PARK AVENUE 41ST FLOOR NEW YORK, NY 101540101
As of the latest 13F report, the guru’s equity portfolio contained 66 stocks valued at a total of $2.61Bil. The top holdings were
According to GuruFocus data, these were WAFRA INC.’s top five trades of the quarter.
DigitalBridge Group Inc
During the quarter, WAFRA INC. bought 1,350,360 shares of NYSE:DBRG for a total holding of 15,785,759. The trade had a 0.65% impact on the equity portfolio. During the quarter, the stock traded for an average price of $12.26.
On 01/31/2023, DigitalBridge Group Inc traded for a price of $14.785 per share and a market cap of $2.36Bil. The stock has returned -48.54% over the past year.
GuruFocus gives the company a financial strength rating of 2 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, DigitalBridge Group Inc has a price-book ratio of 2.82, a EV-to-Ebitda ratio of 23.71 and a price-sales ratio of 1.97.
The price-to-GF Value ratio is 3.21, earning the stock a GF Value rank of 1.
Marsh & McLennan Companies Inc
The guru established a new position worth 252,894 shares in NYSE:MMC, giving the stock a 1.49% weight in the equity portfolio. Shares traded for an average price of $160.45 during the quarter.
On 01/31/2023, Marsh & McLennan Companies Inc traded for a price of $173.49 per share and a market cap of $85.88Bil. The stock has returned 14.35% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Marsh & McLennan Companies Inc has a price-earnings ratio of 28.82, a price-book ratio of 8.01, a price-earnings-to-growth (PEG) ratio of 2.23, a EV-to-Ebitda ratio of 18.43 and a price-sales ratio of 4.19.
The price-to-GF Value ratio is 1.06, earning the stock a GF Value rank of 5.
MetLife Inc
The guru sold out of their 596,428-share investment in NYSE:MET. Previously, the stock had a 1.43% weight in the equity portfolio. Shares traded for an average price of $63.88 during the quarter.
On 01/31/2023, MetLife Inc traded for a price of $72.75 per share and a market cap of $57.08Bil. The stock has returned 11.50% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, MetLife Inc has a price-earnings ratio of 27.36, a price-book ratio of 2.28, a price-earnings-to-growth (PEG) ratio of 1.61, a EV-to-Ebitda ratio of 23.03 and a price-sales ratio of 0.82.
The price-to-GF Value ratio is 0.98, earning the stock a GF Value rank of 6.
Nike Inc
During the quarter, WAFRA INC. bought 385,980 shares of NYSE:NKE for a total holding of 399,287. The trade had a 1.27% impact on the equity portfolio. During the quarter, the stock traded for an average price of $107.65.
On 01/31/2023, Nike Inc traded for a price of $127.5734 per share and a market cap of $197.81Bil. The stock has returned -13.35% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Nike Inc has a price-earnings ratio of 35.94, a price-book ratio of 12.95, a price-earnings-to-growth (PEG) ratio of 4.23, a EV-to-Ebitda ratio of 26.98 and a price-sales ratio of 4.14.
The price-to-GF Value ratio is 0.85, earning the stock a GF Value rank of 7.
Johnson & Johnson
During the quarter, WAFRA INC. bought 178,596 shares of NYSE:JNJ for a total holding of 214,498. The trade had a 1.16% impact on the equity portfolio. During the quarter, the stock traded for an average price of $169.22.
On 01/31/2023, Johnson & Johnson traded for a price of $162.1 per share and a market cap of $423.81Bil. The stock has returned -3.30% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Johnson & Johnson has a price-earnings ratio of 24.05, a price-book ratio of 5.69, a price-earnings-to-growth (PEG) ratio of 6.17, a EV-to-Ebitda ratio of 14.92 and a price-sales ratio of 4.56.
The price-to-GF Value ratio is 0.91, earning the stock a GF Value rank of 6.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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