StoneX Group 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.
230 Park Ave New York, NY 10169
As of the latest 13F report, the guru’s equity portfolio contained 74 stocks valued at a total of $139,000,000. The top holdings were FB(9.93%), PTON(9.59%), and SPSB(8.38%).
According to GuruFocus data, these were StoneX Group Inc.’s top five trades of the quarter.
Peloton Interactive Inc
The guru established a new position worth 503,828 shares in NAS:PTON, giving the stock a 9.59% weight in the equity portfolio. Shares traded for an average price of $28.73 during the quarter.
On 05/12/2022, Peloton Interactive Inc traded for a price of $12.34 per share and a market cap of $4,329,851,000. The stock has returned -85.26% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Peloton Interactive Inc has a price-book ratio of 1.69, a EV-to-Ebitda ratio of -4.04 and a price-sales ratio of 0.88.
Meta Platforms Inc
During the quarter, StoneX Group Inc. bought 57,063 shares of NAS:FB for a total holding of 61,959. The trade had a 9.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $250.52.
On 05/12/2022, Meta Platforms Inc traded for a price of $188.74 per share and a market cap of $511,469,086,000. The stock has returned -35.40% 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, Meta Platforms Inc has a price-earnings ratio of 14.43, a price-book ratio of 4.21, a price-earnings-to-growth (PEG) ratio of 0.54, a EV-to-Ebitda ratio of 9.35 and a price-sales ratio of 4.49.
The price-to-GF Value ratio is 0.48, earning the stock a GF Value rank of 4.
SPDR Portfolio Short Term Corporate Bond ETF
The guru established a new position worth 386,059 shares in ARCA:SPSB, giving the stock a 8.38% weight in the equity portfolio. Shares traded for an average price of $30.46 during the quarter.
On 05/12/2022, SPDR Portfolio Short Term Corporate Bond ETF traded for a price of $29.89 per share and a market cap of $7,669,774,000. The stock has returned -3.45% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Goldman Sachs Future Tech Leaders Equity ETF
The guru established a new position worth 330,752 shares in ARCA:GTEK, giving the stock a 7.44% weight in the equity portfolio. Shares traded for an average price of $32.68 during the quarter.
On 05/12/2022, Goldman Sachs Future Tech Leaders Equity ETF traded for a price of $23.2961 per share and a market cap of $258,587,000. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Goldman Sachs Future Tech Leaders Equity ETF has a price-earnings ratio of 29.57 and a price-book ratio of 4.91.
Vanguard S&P 500 ETF
The guru sold out of their 98,266-share investment in ARCA:VOO. Previously, the stock had a 5.14% weight in the equity portfolio. Shares traded for an average price of $408.14 during the quarter.
On 05/12/2022, Vanguard S&P 500 ETF traded for a price of $360.93 per share and a market cap of $245,113,006,000. The stock has returned -3.21% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard S&P 500 ETF has a price-earnings ratio of 21.57 and a price-book ratio of 4.15.
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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