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Top 5 1st Quarter Trades of AGF INVESTMENTS INC.

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May 11, 2022
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AGF INVESTMENTS INC. 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.

TORONTO-DOMINION BANK TOWER TORONTO, A6 M5K 1E9

As of the latest 13F report, the guru’s equity portfolio contained 425 stocks valued at a total of $13,329,000,000. The top holdings were UNH(2.55%), AMZN(2.36%), and LNG(2.29%).

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

Morgan Stanley


AGF INVESTMENTS INC. reduced their investment in NYSE:MS by 2,636,539 shares. The trade had a 1.86% impact on the equity portfolio. During the quarter, the stock traded for an average price of $96.5.

On 05/11/2022, Morgan Stanley traded for a price of $80.26 per share and a market cap of $140,397,539,000. The stock has returned -3.94% 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, Morgan Stanley has a price-earnings ratio of 10.21, a price-book ratio of 1.49, a price-earnings-to-growth (PEG) ratio of 1.17 and a price-sales ratio of 2.60.

The price-to-GF Value ratio is 1.09, earning the stock a GF Value rank of 3.

Goldman Sachs Group Inc


The guru sold out of their 563,783-share investment in NYSE:GS. Previously, the stock had a 1.56% weight in the equity portfolio. Shares traded for an average price of $353.51 during the quarter.

On 05/11/2022, Goldman Sachs Group Inc traded for a price of $305.06 per share and a market cap of $104,771,876,000. The stock has returned -15.29% 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, Goldman Sachs Group Inc has a price-earnings ratio of 5.91, a price-book ratio of 0.99, a price-earnings-to-growth (PEG) ratio of 0.65 and a price-sales ratio of 2.03.

The price-to-GF Value ratio is 0.90, earning the stock a GF Value rank of 7.

Raymond James Financial Inc


The guru established a new position worth 1,607,217 shares in NYSE:RJF, giving the stock a 1.33% weight in the equity portfolio. Shares traded for an average price of $106.02 during the quarter.

On 05/11/2022, Raymond James Financial Inc traded for a price of $93.74 per share and a market cap of $19,521,302,000. The stock has returned 5.45% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Raymond James Financial Inc has a price-earnings ratio of 13.22, a price-book ratio of 2.28, a price-earnings-to-growth (PEG) ratio of 1.18 and a price-sales ratio of 1.92.

The price-to-GF Value ratio is 1.11, earning the stock a GF Value rank of 5.

Bank of New York Mellon Corp


During the quarter, AGF INVESTMENTS INC. bought 2,045,122 shares of NYSE:BK for a total holding of 2,065,768. The trade had a 0.76% impact on the equity portfolio. During the quarter, the stock traded for an average price of $56.96.

On 05/11/2022, Bank of New York Mellon Corp traded for a price of $42.96 per share and a market cap of $34,703,013,000. The stock has returned -15.21% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, Bank of New York Mellon Corp has a price-earnings ratio of 10.64, a price-book ratio of 0.91, a price-earnings-to-growth (PEG) ratio of 1.46 and a price-sales ratio of 2.30.

The price-to-GF Value ratio is 0.80, earning the stock a GF Value rank of 10.

SPDR Bloomberg 1-3 Month T-Bill ETF


The guru established a new position worth 1,098,831 shares in ARCA:BIL, giving the stock a 0.75% weight in the equity portfolio. Shares traded for an average price of $91.41 during the quarter.

On 05/11/2022, SPDR Bloomberg 1-3 Month T-Bill ETF traded for a price of $91.43 per share and a market cap of $16,877,064,000. The stock has returned -0.04% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.


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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