PINNACLE FINANCIAL PARTNERS INC 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.
150 THIRD AVENUE SOUTH NASHVILLE, TN 37201
As of the latest 13F report, the guru’s equity portfolio contained 542 stocks valued at a total of $3.47Bil. The top holdings were AAPL(4.15%), MSFT(4.09%), and VOO(3.64%).
According to GuruFocus data, these were PINNACLE FINANCIAL PARTNERS INC’s top five trades of the quarter.
UnitedHealth Group Inc
During the quarter, PINNACLE FINANCIAL PARTNERS INC bought 88,395 shares of NYSE:UNH for a total holding of 226,278. The trade had a 1.35% impact on the equity portfolio. During the quarter, the stock traded for an average price of $529.71.
On 02/03/2023, UnitedHealth Group Inc traded for a price of $472.175 per share and a market cap of $441.18Bil. The stock has returned -1.85% 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, UnitedHealth Group Inc has a price-earnings ratio of 22.28, a price-book ratio of 5.42, a price-earnings-to-growth (PEG) ratio of 1.69, a EV-to-Ebitda ratio of 14.75 and a price-sales ratio of 1.39.
The price-to-GF Value ratio is 0.92, earning the stock a GF Value rank of 6.
HCA Healthcare Inc
During the quarter, PINNACLE FINANCIAL PARTNERS INC bought 161,552 shares of NYSE:HCA for a total holding of 351,808. The trade had a 1.12% impact on the equity portfolio. During the quarter, the stock traded for an average price of $223.97.
On 02/03/2023, HCA Healthcare Inc traded for a price of $257.15 per share and a market cap of $72.70Bil. The stock has returned 7.70% 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, HCA Healthcare Inc has a price-earnings ratio of 13.37, a price-earnings-to-growth (PEG) ratio of 0.85, a EV-to-Ebitda ratio of 8.42 and a price-sales ratio of 1.26.
The price-to-GF Value ratio is 1.07, earning the stock a GF Value rank of 5.
Microsoft Corp
During the quarter, PINNACLE FINANCIAL PARTNERS INC bought 161,634 shares of NAS:MSFT for a total holding of 591,202. The trade had a 1.12% impact on the equity portfolio. During the quarter, the stock traded for an average price of $239.99.
On 02/03/2023, Microsoft Corp traded for a price of $258.31 per share and a market cap of $1,922.81Bil. The stock has returned -13.18% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Microsoft Corp has a price-earnings ratio of 28.70, a price-book ratio of 10.50, a price-earnings-to-growth (PEG) ratio of 1.39, a EV-to-Ebitda ratio of 19.52 and a price-sales ratio of 9.47.
The price-to-GF Value ratio is 0.83, earning the stock a GF Value rank of 9.
Apple Inc
During the quarter, PINNACLE FINANCIAL PARTNERS INC bought 227,541 shares of NAS:AAPL for a total holding of 1,108,250. The trade had a 0.85% impact on the equity portfolio. During the quarter, the stock traded for an average price of $142.91.
On 02/03/2023, Apple Inc traded for a price of $155.05 per share and a market cap of $2,455.40Bil. The stock has returned -9.55% 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, Apple Inc has a price-earnings ratio of 26.32, a price-book ratio of 48.76, a price-earnings-to-growth (PEG) ratio of 1.51, a EV-to-Ebitda ratio of 19.18 and a price-sales ratio of 6.41.
The price-to-GF Value ratio is 0.89, earning the stock a GF Value rank of 9.
JPMorgan Chase & Co
During the quarter, PINNACLE FINANCIAL PARTNERS INC bought 210,876 shares of NYSE:JPM for a total holding of 640,065. The trade had a 0.82% impact on the equity portfolio. During the quarter, the stock traded for an average price of $126.71.
On 02/03/2023, JPMorgan Chase & Co traded for a price of $141 per share and a market cap of $413.74Bil. The stock has returned -2.49% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, JPMorgan Chase & Co has a price-earnings ratio of 11.67, a price-book ratio of 1.56, a price-earnings-to-growth (PEG) ratio of 1.74 and a price-sales ratio of 3.27.
The price-to-GF Value ratio is 0.97, 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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