GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 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.
12 ROUTE 17 NORTH PARAMUS, NJ 07652
As of the latest 13F report, the guru’s equity portfolio contained 79 stocks valued at a total of $60.00Mil. The top holdings were
According to GuruFocus data, these were GROESBECK INVESTMENT MANAGEMENT CORP /NJ/’s top five trades of the quarter.
Alphabet Inc
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reduced their investment in NAS:GOOG by 4,693 shares. The trade had a 0.85% impact on the equity portfolio. During the quarter, the stock traded for an average price of $111.66.
On 02/01/2023, Alphabet Inc traded for a price of $99.19499999999999 per share and a market cap of $1,276.87Bil. The stock has returned -28.14% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Alphabet Inc has a price-earnings ratio of 19.70, a price-book ratio of 5.02, a price-earnings-to-growth (PEG) ratio of 0.74, a EV-to-Ebitda ratio of 12.74 and a price-sales ratio of 4.64.
The price-to-GF Value ratio is 0.71, earning the stock a GF Value rank of 10.
Alphabet Inc
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reduced their investment in NAS:GOOGL by 3,420 shares. The trade had a 0.62% impact on the equity portfolio. During the quarter, the stock traded for an average price of $110.89.
On 02/01/2023, Alphabet Inc traded for a price of $98.28 per share and a market cap of $1,278.27Bil. The stock has returned -28.73% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Alphabet Inc has a price-earnings ratio of 19.52, a price-book ratio of 5.03, a price-earnings-to-growth (PEG) ratio of 0.73, a EV-to-Ebitda ratio of 12.74 and a price-sales ratio of 4.63.
The price-to-GF Value ratio is 0.70, earning the stock a GF Value rank of 10.
AbbVie Inc
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reduced their investment in NYSE:ABBV by 14,347 shares. The trade had a 2.61% impact on the equity portfolio. During the quarter, the stock traded for an average price of $152.95.
On 02/01/2023, AbbVie Inc traded for a price of $145.78 per share and a market cap of $257.81Bil. The stock has returned 10.61% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, AbbVie Inc has a price-earnings ratio of 19.46, a price-book ratio of 16.13, a price-earnings-to-growth (PEG) ratio of 1.36, a EV-to-Ebitda ratio of 12.62 and a price-sales ratio of 4.54.
The price-to-GF Value ratio is 1.10, earning the stock a GF Value rank of 3.
Digital Realty Trust Inc
The guru sold out of their 12,880-share investment in NYSE:DLR. Previously, the stock had a 2.05% weight in the equity portfolio. Shares traded for an average price of $138.18 during the quarter.
On 02/01/2023, Digital Realty Trust Inc traded for a price of $113.4 per share and a market cap of $32.61Bil. The stock has returned -19.83% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Digital Realty Trust Inc has a price-earnings ratio of 23.29, a price-book ratio of 2.00, a price-earnings-to-growth (PEG) ratio of 4.31, a EV-to-Ebitda ratio of 15.19 and a price-sales ratio of 7.12.
The price-to-GF Value ratio is 0.76, earning the stock a GF Value rank of 10.
ONEOK Inc
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reduced their investment in NYSE:OKE by 20,889 shares. The trade had a 1.65% impact on the equity portfolio. During the quarter, the stock traded for an average price of $64.93000000000001.
On 02/01/2023, ONEOK Inc traded for a price of $67.38 per share and a market cap of $30.12Bil. The stock has returned 14.84% 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, ONEOK Inc has a price-earnings ratio of 18.72, a price-book ratio of 4.77, a EV-to-Ebitda ratio of 12.91 and a price-sales ratio of 1.33.
The price-to-GF Value ratio is 0.93, earning the stock a GF Value rank of 6.
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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