Get Premium to unlock powerful stock data

Top 5 1st Quarter Trades of LMCG INVESTMENTS, LLC

Author's Avatar
insider
May 11, 2022
Article's Main Image

LMCG INVESTMENTS, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

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.

ONE BOSTON PLACE BOSTON, MA 02108

As of the latest 13F report, the guru’s equity portfolio contained 321 stocks valued at a total of $1,725,000,000. The top holdings were MSFT(4.33%), AAPL(4.17%), and AMZN(3.40%).

According to GuruFocus data, these were LMCG INVESTMENTS, LLC’s top five trades of the quarter.

Newmont Corp


The guru established a new position worth 243,925 shares in NYSE:NEM, giving the stock a 1.12% weight in the equity portfolio. Shares traded for an average price of $67.53 during the quarter.

On 05/11/2022, Newmont Corp traded for a price of $68.27 per share and a market cap of $54,182,563,000. The stock has returned 5.63% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Newmont Corp has a price-earnings ratio of 52.11, a price-book ratio of 2.51, a price-earnings-to-growth (PEG) ratio of 3.41, a EV-to-Ebitda ratio of 15.69 and a price-sales ratio of 4.42.

The price-to-GF Value ratio is 1.01, earning the stock a GF Value rank of 5.

UnitedHealth Group Inc


During the quarter, LMCG INVESTMENTS, LLC bought 37,422 shares of NYSE:UNH for a total holding of 39,377. The trade had a 1.1% impact on the equity portfolio. During the quarter, the stock traded for an average price of $481.86.

On 05/11/2022, UnitedHealth Group Inc traded for a price of $488.01 per share and a market cap of $457,837,121,000. The stock has returned 17.85% over the past year.

GuruFocus gives the company a financial strength rating of 7 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 26.69, a price-book ratio of 6.29, a price-earnings-to-growth (PEG) ratio of 2.02, a EV-to-Ebitda ratio of 17.45 and a price-sales ratio of 1.58.

The price-to-GF Value ratio is 1.23, earning the stock a GF Value rank of 3.

Comcast Corp


During the quarter, Lee Munder Capital Group, LLC bought 402,494 shares of NAS:CMCSA for a total holding of 410,004. The trade had a 1.09% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.19.

On 05/11/2022, Comcast Corp traded for a price of $40.3 per share and a market cap of $180,544,594,000. The stock has returned -29.82% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Comcast Corp has a price-earnings ratio of 13.01, a price-book ratio of 1.90, a price-earnings-to-growth (PEG) ratio of 1.78, a EV-to-Ebitda ratio of 7.05 and a price-sales ratio of 1.55.

The price-to-GF Value ratio is 0.77, earning the stock a GF Value rank of 10.

Portland General Electric Co


LMCG INVESTMENTS, LLC reduced their investment in NYSE:POR by 1,284,002 shares. The trade had a 1.03% impact on the equity portfolio. During the quarter, the stock traded for an average price of $52.56.

On 05/11/2022, Portland General Electric Co traded for a price of $47.25 per share and a market cap of $4,215,857,000. The stock has returned -3.17% 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, Portland General Electric Co has a price-earnings ratio of 20.36, a price-book ratio of 1.57, a price-earnings-to-growth (PEG) ratio of 7.54, a EV-to-Ebitda ratio of 9.98 and a price-sales ratio of 1.77.

The price-to-GF Value ratio is 0.88, earning the stock a GF Value rank of 9.

Blackstone Mortgage Trust Inc


The guru sold out of their 1,630,090-share investment in NYSE:BXMT. Previously, the stock had a 0.97% weight in the equity portfolio. Shares traded for an average price of $31.42 during the quarter.

On 05/11/2022, Blackstone Mortgage Trust Inc traded for a price of $29.91 per share and a market cap of $5,093,251,000. The stock has returned 1.48% over the past year.

GuruFocus gives the company a financial strength rating of 2 out of 10 and a profitability rating of 5 out of 10.

In terms of valuation, Blackstone Mortgage Trust Inc has a price-earnings ratio of 10.70, a price-book ratio of 1.10, a price-earnings-to-growth (PEG) ratio of 26.75 and a price-sales ratio of 8.82.

The price-to-GF Value ratio is 0.88, 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.

Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!

This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.

Rating:
0 / 5 (0 votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus