Get Premium to unlock powerful stock data

Top 5 1st Quarter Trades of ROSENBLUM SILVERMAN SUTTON S F INC /CA

Author's Avatar
insider
May 16, 2022
Article's Main Image

ROSENBLUM SILVERMAN SUTTON S F INC /CA 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.

Rosenblum Silverman Sutton S F Inc/ca San Francisco, CA 94109

As of the latest 13F report, the guru’s equity portfolio contained 71 stocks valued at a total of $391,000,000. The top holdings were NVDA(7.16%), AMZN(5.83%), and MSFT(5.54%).

According to GuruFocus data, these were ROSENBLUM SILVERMAN SUTTON S F INC /CA’s top five trades of the quarter.

Teladoc Health Inc


The guru sold out of their 67,426-share investment in NYSE:TDOC. Previously, the stock had a 1.39% weight in the equity portfolio. Shares traded for an average price of $72.05 during the quarter.

On 05/16/2022, Teladoc Health Inc traded for a price of $33.59 per share and a market cap of $5,414,125,000. The stock has returned -74.69% over the past year.

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

In terms of valuation, Teladoc Health Inc has a price-book ratio of 0.59, a EV-to-Ebitda ratio of -0.93 and a price-sales ratio of 2.49.

The price-to-GF Value ratio is 0.21, earning the stock a GF Value rank of 2.

Generac Holdings Inc


The guru established a new position worth 17,312 shares in NYSE:GNRC, giving the stock a 1.32% weight in the equity portfolio. Shares traded for an average price of $300 during the quarter.

On 05/16/2022, Generac Holdings Inc traded for a price of $226.49 per share and a market cap of $14,456,846,000. The stock has returned -22.79% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Generac Holdings Inc has a price-earnings ratio of 30.00, a price-book ratio of 6.27, a price-earnings-to-growth (PEG) ratio of 1.20, a EV-to-Ebitda ratio of 19.65 and a price-sales ratio of 3.59.

The price-to-GF Value ratio is 0.67, earning the stock a GF Value rank of 10.

NVIDIA Corp


ROSENBLUM SILVERMAN SUTTON S F INC /CA reduced their investment in NAS:NVDA by 2,107 shares. The trade had a 0.14% impact on the equity portfolio. During the quarter, the stock traded for an average price of $251.13.

On 05/16/2022, NVIDIA Corp traded for a price of $177.06 per share and a market cap of $515,732,492,000. The stock has returned 29.69% 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, NVIDIA Corp has a price-earnings ratio of 46.01, a price-book ratio of 16.67, a price-earnings-to-growth (PEG) ratio of 1.43, a EV-to-Ebitda ratio of 44.60 and a price-sales ratio of 16.68.

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

Natera Inc


ROSENBLUM SILVERMAN SUTTON S F INC /CA reduced their investment in NAS:NTRA by 5,705 shares. The trade had a 0.12% impact on the equity portfolio. During the quarter, the stock traded for an average price of $60.26.

On 05/16/2022, Natera Inc traded for a price of $34.2 per share and a market cap of $3,293,934,000. The stock has returned -61.54% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 3 out of 10.

In terms of valuation, Natera Inc has a price-book ratio of 6.07, a EV-to-Ebitda ratio of -5.60 and a price-sales ratio of 4.77.

The price-to-GF Value ratio is 0.43, earning the stock a GF Value rank of 4.

Vanguard S&P 500 ETF


The guru established a new position worth 1,022 shares in ARCA:VOO, giving the stock a 0.11% weight in the equity portfolio. Shares traded for an average price of $408.14 during the quarter.

On 05/16/2022, Vanguard S&P 500 ETF traded for a price of $369.16 per share and a market cap of $251,204,889,000. The stock has returned -0.77% 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-book ratio of 4.23.


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.

Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!

This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.

Rating:
0 / 5 (0 votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus