Monument Capital Management 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 155 stocks valued at a total of $292.00Mil. The top holdings were
According to GuruFocus data, these were Monument Capital Management’s top five trades of the quarter.
iShares Core MSCI EAFE ETF
The guru established a new position worth 318,056 shares in BATS:IEFA, giving the stock a 6.7% weight in the equity portfolio. Shares traded for an average price of $58.61 during the quarter.
On 01/27/2023, iShares Core MSCI EAFE ETF traded for a price of $67.29000000000001 per share and a market cap of $96.94Bil. The stock has returned -2.42% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI EAFE ETF has a price-earnings ratio of 12.72 and a price-book ratio of 1.53.
SPDR Bloomberg 1-3 Month T-Bill ETF
The guru sold out of their 176,683-share investment in ARCA:BIL. Previously, the stock had a 6.07% weight in the equity portfolio. Shares traded for an average price of $91.03 during the quarter.
On 01/27/2023, SPDR Bloomberg 1-3 Month T-Bill ETF traded for a price of $91.70999999999999 per share and a market cap of $25.65Bil. The stock has returned 1.69% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares 1-3 Year Treasury Bond ETF
The guru sold out of their 86,302-share investment in NAS:SHY. Previously, the stock had a 2.63% weight in the equity portfolio. Shares traded for an average price of $80.83 during the quarter.
On 01/27/2023, iShares 1-3 Year Treasury Bond ETF traded for a price of $81.73 per share and a market cap of $27.70Bil. The stock has returned -2.59% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares J.P. Morgan USD Emerging Markets Bond ETF
During the quarter, Monument Capital Management bought 83,688 shares of NAS:EMB for a total holding of 139,001. The trade had a 2.42% impact on the equity portfolio. During the quarter, the stock traded for an average price of $82.06.
On 01/27/2023, iShares J.P. Morgan USD Emerging Markets Bond ETF traded for a price of $88.78 per share and a market cap of $17.53Bil. The stock has returned -10.86% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
INVESCO QQQ Trust
Monument Capital Management reduced their investment in NAS:QQQ by 21,897 shares. The trade had a 2.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $275.95.
On 01/27/2023, INVESCO QQQ Trust traded for a price of $293.34 per share and a market cap of $154.08Bil. The stock has returned -14.24% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, INVESCO QQQ Trust has a price-earnings ratio of 23.71 and a price-book ratio of 5.52.
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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