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Top 5 1st Quarter Trades of Yale University

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May 13, 2022
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Yale University 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.

David Swensen was the Chief Investment Officer at Yale University (Trades, Portfolio) from 1985 until he passed away in May of 2021. He was responsible for managing and investing the university's endowment assets and investment funds. Swensen was known for outperforming 99% of U.S.-based mutual funds. He was succeeded by Matthew Mendelsohn, who previously oversaw Yale’s venture capital investments.

As of the latest 13F report, the guru’s equity portfolio contained 8 stocks valued at a total of $530,000,000. The top holdings were VWO(95.44%), VGK(1.59%), and EWJ(1.30%).

According to GuruFocus data, these were

Yale University (Trades, Portfolio)’s top five trades of the quarter.

Vanguard FTSE Emerging Markets ETF


During the quarter,

Yale University (Trades, Portfolio) bought 3,637,900 shares of ARCA:VWO for a total holding of 10,971,356. The trade had a 31.65% impact on the equity portfolio. During the quarter, the stock traded for an average price of $47.99.

On 05/13/2022, Vanguard FTSE Emerging Markets ETF traded for a price of $41.48 per share and a market cap of $71,027,990,000. The stock has returned -18.47% over the past year.

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

In terms of valuation, Vanguard FTSE Emerging Markets ETF has a price-earnings ratio of 12.79 and a price-book ratio of 1.88.

EQT Corp


The guru sold out of their 3,215,436-share investment in NYSE:EQT. Previously, the stock had a 13.23% weight in the equity portfolio. Shares traded for an average price of $24.35 during the quarter.

On 05/13/2022, EQT Corp traded for a price of $38.2 per share and a market cap of $14,116,264,000. The stock has returned 81.89% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, EQT Corp has a price-book ratio of 1.72, a EV-to-Ebitda ratio of -13.51 and a price-sales ratio of 1.65.

The price-to-GF Value ratio is 1.33, earning the stock a GF Value rank of 3.

Antero Resources Corp


The guru sold out of their 2,341,393-share investment in NYSE:AR. Previously, the stock had a 7.73% weight in the equity portfolio. Shares traded for an average price of $22.4 during the quarter.

On 05/13/2022, Antero Resources Corp traded for a price of $32.28 per share and a market cap of $10,041,826,000. The stock has returned 189.13% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 5 out of 10.

In terms of valuation, Antero Resources Corp has a price-book ratio of 1.81, a EV-to-Ebitda ratio of 32.11 and a price-sales ratio of 1.57.

The price-to-GF Value ratio is 3.25, earning the stock a GF Value rank of 1.

Vanguard FTSE Europe ETF


Yale University (Trades, Portfolio) reduced their investment in ARCA:VGK by 223,100 shares. The trade had a 2.87% impact on the equity portfolio. During the quarter, the stock traded for an average price of $64.

On 05/13/2022, Vanguard FTSE Europe ETF traded for a price of $56.6 per share and a market cap of $17,140,474,000. 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, Vanguard FTSE Europe ETF has a price-earnings ratio of 14.51 and a price-book ratio of 1.89.

Flywire Corp


The guru sold out of their 164,151-share investment in NAS:FLYW. Previously, the stock had a 1.18% weight in the equity portfolio. Shares traded for an average price of $28.48 during the quarter.

On 05/13/2022, Flywire Corp traded for a price of $20.18 per share and a market cap of $2,161,364,000. The stock has returned 0.00% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 2 out of 10.

In terms of valuation, Flywire Corp has a price-book ratio of 4.07, a EV-to-Ebitda ratio of -108.72 and a price-sales ratio of 8.14.


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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