Account Management 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.
17 Arlington Street Boston, MA 02116
As of the latest 13F report, the guru’s equity portfolio contained 20 stocks valued at a total of $70.00Mil. The top holdings were
According to GuruFocus data, these were Account Management LLC’s top five trades of the quarter.
T-Mobile US Inc
The guru established a new position worth 15,607 shares in NAS:TMUS, giving the stock a 2.85% weight in the equity portfolio. Shares traded for an average price of $140.43 during the quarter.
On 01/30/2023, T-Mobile US Inc traded for a price of $147.9 per share and a market cap of $184.01Bil. The stock has returned 35.56% 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, T-Mobile US Inc has a price-earnings ratio of 121.23, a price-book ratio of 2.64, a price-earnings-to-growth (PEG) ratio of 13.04, a EV-to-Ebitda ratio of 15.00 and a price-sales ratio of 2.31.
The price-to-GF Value ratio is 1.12, earning the stock a GF Value rank of 3.
Sony Group Corp
The guru sold out of their 24,765-share investment in NYSE:SONY. Previously, the stock had a 2.47% weight in the equity portfolio. Shares traded for an average price of $80.12 during the quarter.
On 01/30/2023, Sony Group Corp traded for a price of $89.44 per share and a market cap of $110.43Bil. The stock has returned -16.17% 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, Sony Group Corp has a price-earnings ratio of 14.98, a price-book ratio of 2.06, a price-earnings-to-growth (PEG) ratio of 1.06, a EV-to-Ebitda ratio of 7.51 and a price-sales ratio of 1.39.
The price-to-GF Value ratio is 1.02, earning the stock a GF Value rank of 7.
D.R. Horton Inc
The guru sold out of their 29,676-share investment in NYSE:DHI. Previously, the stock had a 2.4% weight in the equity portfolio. Shares traded for an average price of $73.56999999999999 during the quarter.
On 01/30/2023, D.R. Horton Inc traded for a price of $96.78 per share and a market cap of $33.23Bil. The stock has returned 12.98% 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, D.R. Horton Inc has a price-earnings ratio of 6.00, a price-book ratio of 1.65, a price-earnings-to-growth (PEG) ratio of 0.16, a EV-to-Ebitda ratio of 4.89 and a price-sales ratio of 1.02.
The price-to-GF Value ratio is 0.84, earning the stock a GF Value rank of 9.
CAE Inc
Account Management LLC reduced their investment in NYSE:CAE by 67,725 shares. The trade had a 2.04% impact on the equity portfolio. During the quarter, the stock traded for an average price of $21.38.
On 01/30/2023, CAE Inc traded for a price of $22.1 per share and a market cap of $7.02Bil. The stock has returned -7.16% 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, CAE Inc has a price-earnings ratio of 71.29, a price-book ratio of 2.21, a EV-to-Ebitda ratio of 20.26 and a price-sales ratio of 2.53.
The price-to-GF Value ratio is 0.89, earning the stock a GF Value rank of 9.
Crescent Energy Co
The guru sold out of their 43,600-share investment in NYSE:CRGY. Previously, the stock had a 0.66% weight in the equity portfolio. Shares traded for an average price of $14.65 during the quarter.
On 01/30/2023, Crescent Energy Co traded for a price of $11.96 per share and a market cap of $577.46Mil. The stock has returned 1.02% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Crescent Energy Co has a price-book ratio of 0.82, a EV-to-Ebitda ratio of 6.14 and a price-sales ratio of 0.87.
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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