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Top 5 1st Quarter Trades of SPX Equities Gestao de Recursos Ltda

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May 12, 2022
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SPX Equities Gestao de Recursos Ltda 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.

RUA HUMAITA, 275, 6 ANDAR RIO DE JANEIRO, D5 22261000

As of the latest 13F report, the guru’s equity portfolio contained 71 stocks valued at a total of $1,545,000,000. The top holdings were SPY(30.53%), ASHR(8.18%), and EMB(7.22%).

According to GuruFocus data, these were SPX Equities Gestao de Recursos Ltda’s top five trades of the quarter.

S&P 500 ETF TRUST ETF


The guru established a new position worth 1,043,989 shares in ARCA:SPY, giving the stock a 30.53% weight in the equity portfolio. Shares traded for an average price of $444.05 during the quarter.

On 05/12/2022, S&P 500 ETF TRUST ETF traded for a price of $392.75 per share and a market cap of $352,799,472,000. The stock has returned -3.25% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, S&P 500 ETF TRUST ETF has a price-earnings ratio of 21.36, a price-book ratio of 3.86, a price-earnings-to-growth (PEG) ratio of 2.60, a EV-to-Ebitda ratio of 14.26 and a price-sales ratio of 2.92.

The price-to-GF Value ratio is 0.00, earning the stock a GF Value rank of 6.

Xtrackers Harvest CSI 300 China A-Shares ETF


During the quarter, SPX Equities Gestao de Recursos Ltda bought 3,424,149 shares of ARCA:ASHR for a total holding of 3,819,149. The trade had a 7.33% impact on the equity portfolio. During the quarter, the stock traded for an average price of $35.87.

On 05/12/2022, Xtrackers Harvest CSI 300 China A-Shares ETF traded for a price of $29.3 per share and a market cap of $1,511,880,000. The stock has returned -24.31% over the past year.

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

In terms of valuation, Xtrackers Harvest CSI 300 China A-Shares ETF has a price-earnings ratio of 14.34 and a price-book ratio of 1.83.

The Energy Select Sector SPDR Fund


The guru sold out of their 457,100-share investment in ARCA:XLE. Previously, the stock had a 5.07% weight in the equity portfolio. Shares traded for an average price of $68.71 during the quarter.

On 05/12/2022, The Energy Select Sector SPDR Fund traded for a price of $77.78 per share and a market cap of $37,176,507,000. The stock has returned 49.58% over the past year.

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

In terms of valuation, The Energy Select Sector SPDR Fund has a price-earnings ratio of 19.97 and a price-book ratio of 2.37.

iShares MSCI Brazil ETF


During the quarter, SPX Equities Gestao de Recursos Ltda bought 1,999,053 shares of ARCA:EWZ for a total holding of 2,204,957. The trade had a 4.9% impact on the equity portfolio. During the quarter, the stock traded for an average price of $32.31.

On 05/12/2022, iShares MSCI Brazil ETF traded for a price of $30.67 per share and a market cap of $5,325,846,000. The stock has returned -12.71% over the past year.

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

In terms of valuation, iShares MSCI Brazil ETF has a price-earnings ratio of 7.18 and a price-book ratio of 2.03.

Vale SA


The guru established a new position worth 3,140,703 shares in NYSE:VALE, giving the stock a 4.06% weight in the equity portfolio. Shares traded for an average price of $17.27 during the quarter.

On 05/12/2022, Vale SA traded for a price of $15.24 per share and a market cap of $75,779,688,000. The stock has returned -21.14% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Vale SA has a price-earnings ratio of 3.67, a price-book ratio of 2.08, a price-earnings-to-growth (PEG) ratio of 0.13, a EV-to-Ebitda ratio of 2.57 and a price-sales ratio of 1.50.

The price-to-GF Value ratio is 0.71, earning the stock a GF Value rank of 10.


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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