West Branch Capital LLC 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.
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As of the latest 13F report, the guru’s equity portfolio contained 452 stocks valued at a total of $162.00Mil. The top holdings were
According to GuruFocus data, these were West Branch Capital LLC’s top five trades of the quarter.
Verizon Communications Inc
West Branch Capital LLC reduced their investment in NYSE:VZ by 58,145 shares. The trade had a 1.37% impact on the equity portfolio. During the quarter, the stock traded for an average price of $37.68.
On 01/28/2023, Verizon Communications Inc traded for a price of $40.64 per share and a market cap of $169.88Bil. The stock has returned -15.60% 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, Verizon Communications Inc has a price-earnings ratio of 8.03, a price-book ratio of 1.87, a price-earnings-to-growth (PEG) ratio of 2.59, a EV-to-Ebitda ratio of 7.00 and a price-sales ratio of 1.21.
The price-to-GF Value ratio is 0.73, earning the stock a GF Value rank of 10.
Meta Platforms Inc
West Branch Capital LLC reduced their investment in NAS:META by 12,058 shares. The trade had a 1.02% impact on the equity portfolio. During the quarter, the stock traded for an average price of $117.43.
On 01/28/2023, Meta Platforms Inc traded for a price of $151.74 per share and a market cap of $404.51Bil. The stock has returned -48.50% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Meta Platforms Inc has a price-earnings ratio of 14.47, a price-book ratio of 3.26, a price-earnings-to-growth (PEG) ratio of 0.54, a EV-to-Ebitda ratio of 8.51 and a price-sales ratio of 3.58.
The price-to-GF Value ratio is 0.39, earning the stock a GF Value rank of 4.
Intel Corp
West Branch Capital LLC reduced their investment in NAS:INTC by 46,019 shares. The trade had a 0.74% impact on the equity portfolio. During the quarter, the stock traded for an average price of $27.77.
On 01/28/2023, Intel Corp traded for a price of $28.16 per share and a market cap of $107.89Bil. The stock has returned -38.32% 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, Intel Corp has a price-earnings ratio of 8.66, a price-book ratio of 1.16, a price-earnings-to-growth (PEG) ratio of 0.63, a EV-to-Ebitda ratio of 5.22 and a price-sales ratio of 1.55.
The price-to-GF Value ratio is 0.64, earning the stock a GF Value rank of 8.
Salesforce Inc
West Branch Capital LLC reduced their investment in NYSE:CRM by 7,935 shares. The trade had a 0.71% impact on the equity portfolio. During the quarter, the stock traded for an average price of $145.92.
On 01/28/2023, Salesforce Inc traded for a price of $164.52 per share and a market cap of $163.90Bil. The stock has returned -22.80% 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, Salesforce Inc has a price-earnings ratio of 587.57, a price-book ratio of 2.75, a price-earnings-to-growth (PEG) ratio of 22.01, a EV-to-Ebitda ratio of 39.71 and a price-sales ratio of 5.48.
The price-to-GF Value ratio is 0.57, earning the stock a GF Value rank of 4.
Netflix Inc
West Branch Capital LLC reduced their investment in NAS:NFLX by 3,633 shares. The trade had a 0.53% impact on the equity portfolio. During the quarter, the stock traded for an average price of $280.49.
On 01/28/2023, Netflix Inc traded for a price of $360.77 per share and a market cap of $159.82Bil. The stock has returned -6.66% 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, Netflix Inc has a price-earnings ratio of 36.26, a price-book ratio of 7.73, a price-earnings-to-growth (PEG) ratio of 1.50, a EV-to-Ebitda ratio of 8.21 and a price-sales ratio of 5.16.
The price-to-GF Value ratio is 0.57, 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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