Livforsakringsbolaget Skandia, Omsesidigt 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.
Livförsäkringsbolaget Skandia, ömsesidigt is an insurance products and services company based out of Stockholm, Sweden. Livförsäkringsbolaget Skandia, ömsesidigt was previously known as Livförsäkringsbolaget Skandia and changed its name to its current Livförsäkringsbolaget Skandia, ömsesidigt in 2014. The company is a former subsidiary of Försäkringsaktiebolaget Skandia, which is an insurance company based out of Stockholm, Sweden that can trace its history back to its founding in 1855. Försäkringsaktiebolaget Skandia operates in Sweden, Norway, and Denmark, providing a variety of insurance products, liquidity accounts, mortgage loans, mutual funds, asset management, consultancy, banking services, custodian services, online banking services, and a variety of others. Bengt-Åke Fagerman, who is the acting CEO of Livförsäkringsbolaget Skandia, ömsesidigt, is also currently the CEO and group President of Försäkringsaktiebolaget Skandia. Back in 2012, Livförsäkringsbolaget Skandia, ömsesidigt was still a wholly owned subsidiary of Försäkringsaktiebolaget Skandia, which is also known as Skandia AB. Skandia AB, was then in turn a subsidiary of Old Mutual PLC, which has placed group wide functions including administration and sales in Skandia AB and, in turn Skandia Liv. Livförsäkringsbolaget Skandia, ömsesidigt would then become acquired in its entirety by the Thule Foundation in 2012. Livförsäkringsbolaget Skandia, ömsesidigt is a limited company that acts as a hybrid company with its articles of association not allowing the company to have distribution of profits. Thule Foundation, which acquired Livförsäkringsbolaget Skandia, ömsesidigt, was actually created by Livförsäkringsbolaget Skandia, ömsesidigt for the sole purpose of acquiring all the shares in Livförsäkringsbolaget Skandia, ömsesidigt, which will in turn allow for the restructure that will allow Livförsäkringsbolaget Skandia, ömsesidigt to acquire Skandia AB and its further subsidiaries. The company acquisition was done for the nominal value of SEK 600,000, which was actually funded by the transfer from Livförsäkringsbolaget Skandia, ömsesidigt. The Thule Foundation focuses on promoting the “interests of the policyholders and other persons entitled to compensation in accordance with the insurance contracts in Skandia Liv and research into long-term saving in Sweden and other related research objectives.”
As of the latest 13F report, the guru’s equity portfolio contained 580 stocks valued at a total of $871.00Mil. The top holdings were AAPL(7.38%), MSFT(5.69%), and GOOGL(3.60%).
According to GuruFocus data, these were Livforsakringsbolaget Skandia, Omsesidigt’s top five trades of the quarter.
Lowe's Companies Inc
During the quarter, Livforsakringsbolaget Skandia, Omsesidigt bought 22,323 shares of NYSE:LOW for a total holding of 33,425. The trade had a 0.51% impact on the equity portfolio. During the quarter, the stock traded for an average price of $199.87.
On 02/15/2023, Lowe's Companies Inc traded for a price of $213.76 per share and a market cap of $129.26Bil. The stock has returned -3.65% 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, Lowe's Companies Inc has a price-earnings ratio of 20.94, a price-earnings-to-growth (PEG) ratio of 1.15, a EV-to-Ebitda ratio of 13.34 and a price-sales ratio of 1.41.
The price-to-GF Value ratio is 0.91, earning the stock a GF Value rank of 7.
Eli Lilly and Co
Livforsakringsbolaget Skandia, Omsesidigt reduced their investment in NYSE:LLY by 10,600 shares. The trade had a 0.42% impact on the equity portfolio. During the quarter, the stock traded for an average price of $354.56.
On 02/15/2023, Eli Lilly and Co traded for a price of $347.56 per share and a market cap of $330.24Bil. The stock has returned 49.83% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Eli Lilly and Co has a price-earnings ratio of 51.12, a price-book ratio of 32.79, a price-earnings-to-growth (PEG) ratio of 2.65, a EV-to-Ebitda ratio of 42.10 and a price-sales ratio of 11.21.
The price-to-GF Value ratio is 1.37, earning the stock a GF Value rank of 1.
Tyson Foods Inc
Livforsakringsbolaget Skandia, Omsesidigt reduced their investment in NYSE:TSN by 44,400 shares. The trade had a 0.36% impact on the equity portfolio. During the quarter, the stock traded for an average price of $65.05.
On 02/15/2023, Tyson Foods Inc traded for a price of $60.89 per share and a market cap of $21.65Bil. The stock has returned -33.86% 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, Tyson Foods Inc has a price-earnings ratio of 9.05, a price-book ratio of 1.10, a price-earnings-to-growth (PEG) ratio of 0.85, a EV-to-Ebitda ratio of 6.21 and a price-sales ratio of 0.41.
The price-to-GF Value ratio is 0.70, earning the stock a GF Value rank of 10.
Arrow Electronics Inc
Livforsakringsbolaget Skandia, Omsesidigt reduced their investment in NYSE:ARW by 29,200 shares. The trade had a 0.34% impact on the equity portfolio. During the quarter, the stock traded for an average price of $103.2.
On 02/15/2023, Arrow Electronics Inc traded for a price of $126.17 per share and a market cap of $7.35Bil. The stock has returned 1.28% 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, Arrow Electronics Inc has a price-earnings ratio of 5.79, a price-book ratio of 1.35, a price-earnings-to-growth (PEG) ratio of 0.22, a EV-to-Ebitda ratio of 4.89 and a price-sales ratio of 0.23.
The price-to-GF Value ratio is 0.89, earning the stock a GF Value rank of 7.
First Republic Bank
Livforsakringsbolaget Skandia, Omsesidigt reduced their investment in NYSE:FRC by 19,800 shares. The trade had a 0.32% impact on the equity portfolio. During the quarter, the stock traded for an average price of $122.04.
On 02/15/2023, First Republic Bank traded for a price of $135.36 per share and a market cap of $24.81Bil. The stock has returned -20.57% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, First Republic Bank has a price-earnings ratio of 16.13, a price-book ratio of 1.84, a price-earnings-to-growth (PEG) ratio of 1.30 and a price-sales ratio of 4.39.
The price-to-GF Value ratio is 0.69, earning the stock a GF Value rank of 10.
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.
Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!
This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.
