BURNEY CO/ 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.
1800 ALEXANDER BELL DRIVE RESTON, VA 20191
As of the latest 13F report, the guru’s equity portfolio contained 543 stocks valued at a total of $1.98Bil. The top holdings were BRNY(6.91%), AAPL(3.87%), and MSFT(1.72%).
According to GuruFocus data, these were BURNEY CO/’s top five trades of the quarter.
Burney U.S. Factor Rotation ETF
The guru established a new position worth 5,128,441 shares in NAS:BRNY, giving the stock a 6.91% weight in the equity portfolio. Shares traded for an average price of $26.79 during the quarter.
On 02/07/2023, Burney U.S. Factor Rotation ETF traded for a price of $28.18 per share and a market cap of $158.07Mil. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Apple Inc
BURNEY CO/ reduced their investment in NAS:AAPL by 59,624 shares. The trade had a 0.46% impact on the equity portfolio. During the quarter, the stock traded for an average price of $142.91.
On 02/07/2023, Apple Inc traded for a price of $151.73 per share and a market cap of $2,400.66Bil. The stock has returned -11.58% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 25.76, a price-book ratio of 42.38, a price-earnings-to-growth (PEG) ratio of 1.48, a EV-to-Ebitda ratio of 19.56 and a price-sales ratio of 6.33.
The price-to-GF Value ratio is 0.88, earning the stock a GF Value rank of 7.
The Trade Desk Inc
The guru established a new position worth 158,928 shares in NAS:TTD, giving the stock a 0.36% weight in the equity portfolio. Shares traded for an average price of $50.7 during the quarter.
On 02/07/2023, The Trade Desk Inc traded for a price of $52.34 per share and a market cap of $25.62Bil. The stock has returned -28.45% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, The Trade Desk Inc has a price-book ratio of 13.39, a EV-to-Ebitda ratio of 656.90 and a price-sales ratio of 17.41.
The price-to-GF Value ratio is 0.52, earning the stock a GF Value rank of 4.
Alphabet Inc
BURNEY CO/ reduced their investment in NAS:GOOGL by 61,354 shares. The trade had a 0.32% impact on the equity portfolio. During the quarter, the stock traded for an average price of $95.03.
On 02/07/2023, Alphabet Inc traded for a price of $102.9 per share and a market cap of $1,320.42Bil. The stock has returned -28.20% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Alphabet Inc has a price-earnings ratio of 22.61, a price-book ratio of 5.16, a price-earnings-to-growth (PEG) ratio of 0.87, a EV-to-Ebitda ratio of 14.39 and a price-sales ratio of 4.81.
The price-to-GF Value ratio is 0.71, earning the stock a GF Value rank of 10.
MetLife Inc
BURNEY CO/ reduced their investment in NYSE:MET by 86,686 shares. The trade had a 0.29% impact on the equity portfolio. During the quarter, the stock traded for an average price of $71.63.
On 02/07/2023, MetLife Inc traded for a price of $70.09 per share and a market cap of $54.61Bil. The stock has returned 5.19% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, MetLife Inc has a price-earnings ratio of 55.23, a price-book ratio of 2.20, a price-earnings-to-growth (PEG) ratio of 3.25, a EV-to-Ebitda ratio of 19.73 and a price-sales ratio of 0.80.
The price-to-GF Value ratio is 0.95, 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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