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EARNEST PARTNERS LLC Buys 1, Sells 4 in 1st Quarter

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May 18, 2022
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EARNEST PARTNERS 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.

1180 PEACHTREE STREET NE, SUITE 2300 ATLANTA, GA 30309

As of the latest 13F report, the guru’s equity portfolio contained 1189 stocks valued at a total of $16,884,000,000. The top holdings were RJF(2.05%), DAR(1.88%), and HLI(1.83%).

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

CMC Materials Inc


EARNEST PARTNERS LLC reduced their investment in NAS:CCMP by 581,449 shares. The trade had a 0.62% impact on the equity portfolio. During the quarter, the stock traded for an average price of $178.91.

On 05/18/2022, CMC Materials Inc traded for a price of $172.6 per share and a market cap of $4,938,255,000. The stock has returned 17.35% 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, CMC Materials Inc has a price-earnings ratio of 45.16, a price-book ratio of 5.23, a price-earnings-to-growth (PEG) ratio of 7.65, a EV-to-Ebitda ratio of 17.54 and a price-sales ratio of 3.97.

The price-to-GF Value ratio is 0.99, earning the stock a GF Value rank of 6.

Mantech International Corp


EARNEST PARTNERS LLC reduced their investment in NAS:MANT by 47,148 shares. The trade had a 0.02% impact on the equity portfolio. During the quarter, the stock traded for an average price of $80.34.

On 05/18/2022, Mantech International Corp traded for a price of $94.43 per share and a market cap of $3,867,117,000. The stock has returned 12.02% 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, Mantech International Corp has a price-earnings ratio of 28.51, a price-book ratio of 2.29, a price-earnings-to-growth (PEG) ratio of 1.77, a EV-to-Ebitda ratio of 15.68 and a price-sales ratio of 1.49.

The price-to-GF Value ratio is 1.11, earning the stock a GF Value rank of 5.

Webster Financial Corp


During the quarter, EARNEST PARTNERS LLC bought 1,426,384 shares of NYSE:WBS for a total holding of 1,426,485. The trade had a 0.47% impact on the equity portfolio. During the quarter, the stock traded for an average price of $59.45.

On 05/18/2022, Webster Financial Corp traded for a price of $46.35 per share and a market cap of $8,254,910,000. The stock has returned -13.37% over the past year.

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

In terms of valuation, Webster Financial Corp has a price-earnings ratio of 14.96, a price-book ratio of 1.05, a price-earnings-to-growth (PEG) ratio of 2.14 and a price-sales ratio of 3.42.

The price-to-GF Value ratio is 0.90, earning the stock a GF Value rank of 8.

Sterling Bancorp


The guru sold out of their 3,046,145-share investment in NYSE:STL. Previously, the stock had a 0.45% weight in the equity portfolio. Shares traded for an average price of $28.16 during the quarter.

On 05/18/2022, Sterling Bancorp traded for a price of $26.29 per share and a market cap of $5,059,123,000. The stock has returned 40.51% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Sterling Bancorp has a price-earnings ratio of 13.66, a price-book ratio of 1.09, a price-earnings-to-growth (PEG) ratio of 0.65 and a price-sales ratio of 5.43.

The price-to-GF Value ratio is 1.16, earning the stock a GF Value rank of 3.

FirstCash Holdings Inc


EARNEST PARTNERS LLC reduced their investment in NAS:FCFS by 767,489 shares. The trade had a 0.33% impact on the equity portfolio. During the quarter, the stock traded for an average price of $70.84.

On 05/18/2022, FirstCash Holdings Inc traded for a price of $73.77 per share and a market cap of $3,501,445,000. The stock has returned -1.82% 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, FirstCash Holdings Inc has a price-earnings ratio of 27.16, a price-book ratio of 1.99, a price-earnings-to-growth (PEG) ratio of 4.31, a EV-to-Ebitda ratio of 13.45 and a price-sales ratio of 1.62.

The price-to-GF Value ratio is 0.90, earning the stock a GF Value rank of 7.


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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