SUMITOMO LIFE INSURANCE 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.
7-18-24, TSUKIJI, CHUO-KU TOKYO, M0 104-8430
As of the latest 13F report, the guru’s equity portfolio contained 263 stocks valued at a total of $1.36Bil. The top holdings were VYM(38.27%), SPY(10.71%), and EMB(3.93%).
According to GuruFocus data, these were SUMITOMO LIFE INSURANCE CO’s top five trades of the quarter.
iShares Core S&P 500 ETF
The guru sold out of their 2,833,909-share investment in ARCA:IVV. Previously, the stock had a 30.07% weight in the equity portfolio. Shares traded for an average price of $397.41 during the quarter.
On 01/18/2023, iShares Core S&P 500 ETF traded for a price of $399.99 per share and a market cap of $300.87Bil. The stock has returned -11.12% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P 500 ETF has a price-earnings ratio of 20.17 and a price-book ratio of 3.80.
iShares J.P. Morgan USD Emerging Markets Bond ETF
The guru established a new position worth 525,000 shares in NAS:EMB, giving the stock a 1.77% weight in the equity portfolio. Shares traded for an average price of $84.77 during the quarter.
On 01/18/2023, iShares J.P. Morgan USD Emerging Markets Bond ETF traded for a price of $88.95999999999999 per share and a market cap of $16.35Bil. The stock has returned -10.08% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares TIPS Bond ETF
During the quarter, SUMITOMO LIFE INSURANCE CO bought 228,103 shares of ARCA:TIP for a total holding of 1,123,103. The trade had a 1.01% impact on the equity portfolio. During the quarter, the stock traded for an average price of $111.92.
On 01/18/2023, iShares TIPS Bond ETF traded for a price of $108.66 per share and a market cap of $23.55Bil. The stock has returned -7.65% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares S&P GSCI Commodity-Indexed Trust
During the quarter, SUMITOMO LIFE INSURANCE CO bought 680,000 shares of ARCA:GSG for a total holding of 1,870,000. The trade had a 0.59% impact on the equity portfolio. During the quarter, the stock traded for an average price of $22.01.
On 01/18/2023, iShares S&P GSCI Commodity-Indexed Trust traded for a price of $21.47 per share and a market cap of $1.23Bil. The stock has returned 16.35% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard FTSE Emerging Markets ETF
During the quarter, SUMITOMO LIFE INSURANCE CO bought 204,000 shares of ARCA:VWO for a total holding of 324,000. The trade had a 0.31% impact on the equity portfolio. During the quarter, the stock traded for an average price of $40.14.
On 01/18/2023, Vanguard FTSE Emerging Markets ETF traded for a price of $42.07 per share and a market cap of $74.15Bil. The stock has returned -12.22% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE Emerging Markets ETF has a price-earnings ratio of 11.45 and a price-book ratio of 1.70.
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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