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Top 5 1st Quarter Trades of Mariner, LLC

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May 16, 2022
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Mariner, LLC 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.

5700 W. 112th Street Overland Park, KS 66211

As of the latest 13F report, the guru’s equity portfolio contained 1376 stocks valued at a total of $26,478,000,000. The top holdings were IVV(5.03%), AAPL(3.95%), and VEA(3.04%).

According to GuruFocus data, these were Mariner, LLC’s top five trades of the quarter.

Apollo Global Management Inc


The guru established a new position worth 5,704,205 shares in NYSE:APO, giving the stock a 1.34% weight in the equity portfolio. Shares traded for an average price of $65.79 during the quarter.

On 05/16/2022, Apollo Global Management Inc traded for a price of $54.2 per share and a market cap of $31,135,651,000. The stock has returned -0.18% 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, Apollo Global Management Inc has a price-earnings ratio of 17.37, a price-book ratio of 2.81, a price-earnings-to-growth (PEG) ratio of 7.90, a EV-to-Ebitda ratio of -47.12 and a price-sales ratio of 3.22.

The price-to-GF Value ratio is 0.77, earning the stock a GF Value rank of 4.

Apple Inc


During the quarter, Mariner, LLC bought 950,717 shares of NAS:AAPL for a total holding of 5,994,090. The trade had a 0.63% impact on the equity portfolio. During the quarter, the stock traded for an average price of $168.23.

On 05/16/2022, Apple Inc traded for a price of $147.11 per share and a market cap of $2,381,001,977,000. The stock has returned 18.43% over the past year.

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

In terms of valuation, Apple Inc has a price-earnings ratio of 23.88, a price-book ratio of 35.38, a price-earnings-to-growth (PEG) ratio of 1.68, a EV-to-Ebitda ratio of 18.42 and a price-sales ratio of 6.31.

The price-to-GF Value ratio is 0.88, earning the stock a GF Value rank of 7.

Berkshire Hathaway Inc


During the quarter, Mariner, LLC bought 409,072 shares of NYSE:BRK.B for a total holding of 753,486. The trade had a 0.54% 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.

Vanguard FTSE Developed Markets ETF


During the quarter, Mariner, LLC bought 2,831,032 shares of ARCA:VEA for a total holding of 16,750,857. The trade had a 0.51% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.59.

On 05/16/2022, Vanguard FTSE Developed Markets ETF traded for a price of $43.55 per share and a market cap of $97,544,303,000. The stock has returned -11.57% over the past year.

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

In terms of valuation, Vanguard FTSE Developed Markets ETF has a price-book ratio of 1.64.

Schwab U.S. Large-Cap Growth ETF


During the quarter, Mariner, LLC bought 1,511,144 shares of ARCA:SCHG for a total holding of 3,089,748. The trade had a 0.43% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.89.

On 05/16/2022, Schwab U.S. Large-Cap Growth ETF traded for a price of $61.52 per share and a market cap of $13,709,732,000. The stock has returned -6.09% over the past year.

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

In terms of valuation, Schwab U.S. Large-Cap Growth ETF has a price-book ratio of 9.01.


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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