Hemenway Trust Co LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
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.
HEMENWAY TRUST COMPANY LLC SALEM, NH 03079
As of the latest 13F report, the guru’s equity portfolio contained 111 stocks valued at a total of $855.00Mil. The top holdings were AAPL(4.69%), ADP(4.06%), and GOOGL(4.04%).
According to GuruFocus data, these were Hemenway Trust Co LLC’s top five trades of the quarter.
Nestle SA
Hemenway Trust Co LLC reduced their investment in OTCPK:NSRGY by 229,677 shares. The trade had a 2.95% impact on the equity portfolio. During the quarter, the stock traded for an average price of $122.22.
On 07/19/2022, Nestle SA traded for a price of $119.015 per share and a market cap of $327.47Bil. The stock has returned -5.24% 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, Nestle SA has a price-earnings ratio of 19.26, a price-book ratio of 6.03, a price-earnings-to-growth (PEG) ratio of 5.07, a EV-to-Ebitda ratio of 23.27 and a price-sales ratio of 3.72.
The price-to-GF Value ratio is 1.00, earning the stock a GF Value rank of 5.
Unilever PLC
Hemenway Trust Co LLC reduced their investment in NYSE:UL by 86,154 shares. The trade had a 0.39% impact on the equity portfolio. During the quarter, the stock traded for an average price of $45.28.
On 07/19/2022, Unilever PLC traded for a price of $47.43 per share and a market cap of $120.65Bil. The stock has returned -20.60% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Unilever PLC has a price-earnings ratio of 20.07, a price-book ratio of 7.03, a price-earnings-to-growth (PEG) ratio of 6.27, a EV-to-Ebitda ratio of 13.29 and a price-sales ratio of 2.31.
The price-to-GF Value ratio is 0.79, earning the stock a GF Value rank of 9.
Medtronic PLC
During the quarter, Hemenway Trust Co LLC bought 34,767 shares of NYSE:MDT for a total holding of 93,326. The trade had a 0.37% impact on the equity portfolio. During the quarter, the stock traded for an average price of $101.48.
On 07/19/2022, Medtronic PLC traded for a price of $89.875 per share and a market cap of $119.42Bil. The stock has returned -26.78% 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, Medtronic PLC has a price-earnings ratio of 24.09, a price-book ratio of 2.27, a EV-to-Ebitda ratio of 15.16 and a price-sales ratio of 3.84.
The price-to-GF Value ratio is 0.78, earning the stock a GF Value rank of 9.
NVIDIA Corp
During the quarter, Hemenway Trust Co LLC bought 14,206 shares of NAS:NVDA for a total holding of 67,668. The trade had a 0.25% impact on the equity portfolio. During the quarter, the stock traded for an average price of $190.07.
On 07/19/2022, NVIDIA Corp traded for a price of $169.64 per share and a market cap of $420.63Bil. The stock has returned -10.41% 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, NVIDIA Corp has a price-earnings ratio of 45.12, a price-book ratio of 16.02, a price-earnings-to-growth (PEG) ratio of 1.41, a EV-to-Ebitda ratio of 36.88 and a price-sales ratio of 14.44.
The price-to-GF Value ratio is 0.63, earning the stock a GF Value rank of 8.
Edwards Lifesciences Corp
During the quarter, Hemenway Trust Co LLC bought 19,779 shares of NYSE:EW for a total holding of 90,898. The trade had a 0.22% impact on the equity portfolio. During the quarter, the stock traded for an average price of $103.75.
On 07/19/2022, Edwards Lifesciences Corp traded for a price of $100.55 per share and a market cap of $62.45Bil. The stock has returned -2.39% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Edwards Lifesciences Corp has a price-earnings ratio of 41.17, a price-book ratio of 10.68, a price-earnings-to-growth (PEG) ratio of 3.07, a EV-to-Ebitda ratio of 32.21 and a price-sales ratio of 11.82.
The price-to-GF Value ratio is 0.94, 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.
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