MOODY LYNN & LIEBERSON, 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 204 stocks valued at a total of $1.09Bil. The top holdings were
According to GuruFocus data, these were MOODY LYNN & LIEBERSON, LLC’s top five trades of the quarter.
Alphabet Inc
MOODY LYNN & LIEBERSON, LLC reduced their investment in NAS:GOOGL by 8,069,365 shares. The trade had a 3.99% 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 $98.51000000000001 per share and a market cap of $1,281.26Bil. The stock has returned -28.85% 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 19.56, a price-book ratio of 5.04, a price-earnings-to-growth (PEG) ratio of 0.73, a EV-to-Ebitda ratio of 12.72 and a price-sales ratio of 4.65.
The price-to-GF Value ratio is 0.71, earning the stock a GF Value rank of 10.
Atlassian Corp
The guru established a new position worth 71,556 shares in STU:48D, giving the stock a 1.46% weight in the equity portfolio. Shares traded for an average price of €230.99 during the quarter.
On 02/01/2023, Atlassian Corp traded for a price of €148.5 per share and a market cap of €41.46Bil. The stock has returned -48.76% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Atlassian Corp has a price-book ratio of 85.92, a EV-to-Ebitda ratio of -604.20 and a price-sales ratio of 13.71.
The price-to-GF Value ratio is 0.43, earning the stock a GF Value rank of 4.
Uber Technologies Inc
The guru established a new position worth 529,300 shares in NYSE:UBER, giving the stock a 1.36% weight in the equity portfolio. Shares traded for an average price of $27.63 during the quarter.
On 02/01/2023, Uber Technologies Inc traded for a price of $31 per share and a market cap of $61.83Bil. The stock has returned -20.28% 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, Uber Technologies Inc has a price-book ratio of 9.87, a EV-to-Ebitda ratio of -8.92 and a price-sales ratio of 2.05.
The price-to-GF Value ratio is 0.42, earning the stock a GF Value rank of 4.
Vertex Pharmaceuticals Inc
During the quarter, MOODY LYNN & LIEBERSON, LLC bought 28,484 shares of NAS:VRTX for a total holding of 49,386. The trade had a 0.8% impact on the equity portfolio. During the quarter, the stock traded for an average price of $287.72.
On 02/01/2023, Vertex Pharmaceuticals Inc traded for a price of $312.87 per share and a market cap of $80.31Bil. The stock has returned 27.52% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Vertex Pharmaceuticals Inc has a price-earnings ratio of 24.67, a price-book ratio of 6.16, a price-earnings-to-growth (PEG) ratio of 0.19, a EV-to-Ebitda ratio of 17.47 and a price-sales ratio of 9.32.
The price-to-GF Value ratio is 0.97, earning the stock a GF Value rank of 5.
NextEra Energy Inc
During the quarter, MOODY LYNN & LIEBERSON, LLC bought 97,780 shares of NYSE:NEE for a total holding of 152,587. The trade had a 0.74% impact on the equity portfolio. During the quarter, the stock traded for an average price of $84.84.
On 02/01/2023, NextEra Energy Inc traded for a price of $73.405 per share and a market cap of $145.87Bil. The stock has returned -2.05% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, NextEra Energy Inc has a price-earnings ratio of 35.05, a price-book ratio of 3.72, a EV-to-Ebitda ratio of 22.53 and a price-sales ratio of 6.95.
The price-to-GF Value ratio is 0.81, earning the stock a GF Value rank of 9.
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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