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Top 5 1st Quarter Trades of BRANDYWINE TRUST CO

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May 16, 2022
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BRANDYWINE TRUST CO 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.

7234 LANCASTER PIKE HOCKESSIN, DE 19707

As of the latest 13F report, the guru’s equity portfolio contained 29 stocks valued at a total of $305,000,000. The top holdings were CPB(61.00%), SPY(7.18%), and ABBV(7.18%).

According to GuruFocus data, these were BRANDYWINE TRUST CO’s top five trades of the quarter.

Abbott Laboratories


BRANDYWINE TRUST CO reduced their investment in NYSE:ABT by 13,000 shares. The trade had a 0.61% impact on the equity portfolio. During the quarter, the stock traded for an average price of $123.92.

On 05/16/2022, Abbott Laboratories traded for a price of $109.88 per share and a market cap of $192,393,539,000. The stock has returned -4.88% 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, Abbott Laboratories has a price-earnings ratio of 25.49, a price-book ratio of 5.44, a price-earnings-to-growth (PEG) ratio of 1.17, a EV-to-Ebitda ratio of 15.49 and a price-sales ratio of 4.40.

The price-to-GF Value ratio is 0.84, earning the stock a GF Value rank of 9.

AbbVie Inc


BRANDYWINE TRUST CO reduced their investment in NYSE:ABBV by 10,000 shares. The trade had a 0.45% impact on the equity portfolio. During the quarter, the stock traded for an average price of $145.09.

On 05/16/2022, AbbVie Inc traded for a price of $153.5 per share and a market cap of $271,251,398,000. The stock has returned 36.30% over the past year.

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

In terms of valuation, AbbVie Inc has a price-earnings ratio of 22.02, a price-book ratio of 16.66, a price-earnings-to-growth (PEG) ratio of 1.54, a EV-to-Ebitda ratio of 13.62 and a price-sales ratio of 4.81.

The price-to-GF Value ratio is 1.20, earning the stock a GF Value rank of 3.

S&P 500 ETF TRUST ETF


During the quarter, BRANDYWINE TRUST CO bought 2,906 shares of ARCA:SPY for a total holding of 48,492. The trade had a 0.43% impact on the equity portfolio. During the quarter, the stock traded for an average price of $444.05.

On 05/16/2022, S&P 500 ETF TRUST ETF traded for a price of $401.72 per share and a market cap of $361,419,450,000. The stock has returned -0.80% 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 20.30, a price-book ratio of 3.86, a price-earnings-to-growth (PEG) ratio of 2.30, a EV-to-Ebitda ratio of 14.36 and a price-sales ratio of 2.94.

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

Wells Fargo & Co


BRANDYWINE TRUST CO reduced their investment in NYSE:WFC by 10,486 shares. The trade had a 0.17% impact on the equity portfolio. During the quarter, the stock traded for an average price of $53.63.

On 05/16/2022, Wells Fargo & Co traded for a price of $42.64 per share and a market cap of $161,620,620,000. The stock has returned -6.16% 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, Wells Fargo & Co has a price-earnings ratio of 8.86, a price-book ratio of 1.02, a price-earnings-to-growth (PEG) ratio of 2.33 and a price-sales ratio of 2.21.

The price-to-GF Value ratio is 0.89, earning the stock a GF Value rank of 7.

Berkshire Hathaway Inc


BRANDYWINE TRUST CO reduced their investment in NYSE:BRK.B by 237 shares. The trade had a 0.02% impact on the equity portfolio. During the quarter, the stock traded for an average price of $323.34.

On 05/16/2022, Berkshire Hathaway Inc traded for a price of $310.36 per share and a market cap of $684,426,289,000. The stock has returned 8.18% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Berkshire Hathaway Inc has a price-earnings ratio of 8.38, a price-book ratio of 1.35, a price-earnings-to-growth (PEG) ratio of 0.27, a EV-to-Ebitda ratio of 6.48 and a price-sales ratio of 1.97.

The price-to-GF Value ratio is 1.02, earning the stock a GF Value rank of 6.


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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