Birch Hill Investment Advisors 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.
24 Federal Street Boston, MA 02110
As of the latest 13F report, the guru’s equity portfolio contained 152 stocks valued at a total of $1.57Bil. The top holdings were
According to GuruFocus data, these were Birch Hill Investment Advisors LLC’s top five trades of the quarter.
The Kroger Co
The guru established a new position worth 684,346 shares in NYSE:KR, giving the stock a 2.02% weight in the equity portfolio. Shares traded for an average price of $47.51 during the quarter.
On 02/01/2023, The Kroger Co traded for a price of $44.63 per share and a market cap of $31.95Bil. The stock has returned 4.35% 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, The Kroger Co has a price-earnings ratio of 13.95, a price-book ratio of 3.21, a price-earnings-to-growth (PEG) ratio of 1.41, a EV-to-Ebitda ratio of 7.06 and a price-sales ratio of 0.22.
The price-to-GF Value ratio is 0.97, earning the stock a GF Value rank of 6.
CDK Global Inc
The guru sold out of their 339,251-share investment in NAS:CDK. Previously, the stock had a 1.16% weight in the equity portfolio. Shares traded for an average price of $54.77 during the quarter.
On 02/01/2023, CDK Global Inc traded for a price of $54.76 per share and a market cap of $6.39Bil. The stock has returned 13.05% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, CDK Global Inc has a price-earnings ratio of 19.70, a price-book ratio of 11.10, a price-earnings-to-growth (PEG) ratio of 2.32, a EV-to-Ebitda ratio of 14.71 and a price-sales ratio of 2.82.
The price-to-GF Value ratio is 0.99, earning the stock a GF Value rank of 6.
Intel Corp
Birch Hill Investment Advisors LLC reduced their investment in NAS:INTC by 299,094 shares. The trade had a 0.7% impact on the equity portfolio. During the quarter, the stock traded for an average price of $34.09.
On 02/01/2023, Intel Corp traded for a price of $28.26 per share and a market cap of $116.91Bil. The stock has returned -39.24% 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 14.42, a price-book ratio of 1.15, a EV-to-Ebitda ratio of 6.07 and a price-sales ratio of 1.83.
The price-to-GF Value ratio is 0.68, earning the stock a GF Value rank of 8.
Merck & Co Inc
Birch Hill Investment Advisors LLC reduced their investment in NYSE:MRK by 56,022 shares. The trade had a 0.32% impact on the equity portfolio. During the quarter, the stock traded for an average price of $89.27.
On 02/01/2023, Merck & Co Inc traded for a price of $107.41 per share and a market cap of $272.33Bil. The stock has returned 35.22% 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, Merck & Co Inc has a price-earnings ratio of 17.87, a price-book ratio of 6.12, a price-earnings-to-growth (PEG) ratio of 2.34, a EV-to-Ebitda ratio of 13.40 and a price-sales ratio of 4.66.
The price-to-GF Value ratio is 1.00, earning the stock a GF Value rank of 6.
Procter & Gamble Co
Birch Hill Investment Advisors LLC reduced their investment in NYSE:PG by 33,640 shares. The trade had a 0.3% impact on the equity portfolio. During the quarter, the stock traded for an average price of $142.05.
On 02/01/2023, Procter & Gamble Co traded for a price of $142.38 per share and a market cap of $335.89Bil. The stock has returned -8.95% 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, Procter & Gamble Co has a price-earnings ratio of 24.98, a price-book ratio of 7.73, a price-earnings-to-growth (PEG) ratio of 2.75, a EV-to-Ebitda ratio of 17.46 and a price-sales ratio of 4.45.
The price-to-GF Value ratio is 0.93, earning the stock a GF Value rank of 7.
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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