Westpac Banking Corp 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.
Level 18, 275 Kent Street Sydney, C3 2000
As of the latest 13F report, the guru’s equity portfolio contained 760 stocks valued at a total of $6.77Bil. The top holdings were AAPL(4.29%), MSFT(3.91%), and GOOGL(1.80%).
According to GuruFocus data, these were Westpac Banking Corp’s top five trades of the quarter.
Amazon.com Inc
Westpac Banking Corp reduced their investment in NAS:AMZN by 447,522 shares. The trade had a 0.77% impact on the equity portfolio. During the quarter, the stock traded for an average price of $98.78.
On 02/07/2023, Amazon.com Inc traded for a price of $102.18 per share and a market cap of $1,047.07Bil. The stock has returned -35.18% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Amazon.com Inc has a price-book ratio of 7.17, a EV-to-Ebitda ratio of 29.45 and a price-sales ratio of 2.03.
The price-to-GF Value ratio is 0.52, earning the stock a GF Value rank of 4.
Alphabet Inc
During the quarter, Westpac Banking Corp bought 226,215 shares of NAS:GOOGL for a total holding of 1,383,023. The trade had a 0.29% 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 $1,321.24Bil. The stock has returned -28.19% 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.
Bank of America Corp
During the quarter, Westpac Banking Corp bought 575,110 shares of NYSE:BAC for a total holding of 1,414,750. The trade had a 0.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $34.44.
On 02/07/2023, Bank of America Corp traded for a price of $36.37 per share and a market cap of $290.84Bil. The stock has returned -22.89% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Bank of America Corp has a price-earnings ratio of 11.40, a price-book ratio of 1.19, a price-earnings-to-growth (PEG) ratio of 2.11 and a price-sales ratio of 3.12.
The price-to-GF Value ratio is 0.90, earning the stock a GF Value rank of 7.
Charles Schwab Corp
Westpac Banking Corp reduced their investment in NYSE:SCHW by 229,882 shares. The trade had a 0.25% impact on the equity portfolio. During the quarter, the stock traded for an average price of $77.61.
On 02/07/2023, Charles Schwab Corp traded for a price of $79.86 per share and a market cap of $149.08Bil. The stock has returned -12.19% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Charles Schwab Corp has a price-earnings ratio of 22.82, a price-book ratio of 5.60, a price-earnings-to-growth (PEG) ratio of 1.06 and a price-sales ratio of 7.31.
The price-to-GF Value ratio is 1.03, earning the stock a GF Value rank of 5.
Southwest Airlines Co
Westpac Banking Corp reduced their investment in NYSE:LUV by 534,302 shares. The trade had a 0.25% impact on the equity portfolio. During the quarter, the stock traded for an average price of $36.05.
On 02/07/2023, Southwest Airlines Co traded for a price of $36.02 per share and a market cap of $21.39Bil. The stock has returned -17.09% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Southwest Airlines Co has a price-earnings ratio of 45.03, a price-book ratio of 2.00, a EV-to-Ebitda ratio of 7.87 and a price-sales ratio of 0.93.
The price-to-GF Value ratio is 0.61, earning the stock a GF Value rank of 8.
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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