Get Premium to unlock powerful stock data

Capital World Investors Buys 2, Sells 3 in 1st Quarter

Author's Avatar
insider
May 19, 2022
Article's Main Image

Capital World Investors 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.

333 SOUTH HOPE STREET LOS ANGELES, CA 90071

As of the latest 13F report, the guru’s equity portfolio contained 577 stocks valued at a total of $580,584,000,000. The top holdings were TSLA(6.74%), MSFT(5.56%), and AVGO(3.63%).

According to GuruFocus data, these were Capital World Investors’s top five trades of the quarter.

Carrier Global Corp


During the quarter, Capital World Investors bought 3,981,321 shares of NYSE:CARR for a total holding of 86,068,361. The trade had a 0.03% impact on the equity portfolio. During the quarter, the stock traded for an average price of $38.27.

On 05/19/2022, Carrier Global Corp traded for a price of $37.41 per share and a market cap of $31,732,725,000. The stock has returned -13.19% over the past year.

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

In terms of valuation, Carrier Global Corp has a price-earnings ratio of 12.38, a price-book ratio of 4.46, a EV-to-Ebitda ratio of 8.77 and a price-sales ratio of 1.60.

Biohaven Pharmaceutical Holding Co Ltd


During the quarter, Capital World Investors bought 432,975 shares of NYSE:BHVN for a total holding of 7,075,514. The trade had a 0.01% impact on the equity portfolio. During the quarter, the stock traded for an average price of $89.17.

On 05/19/2022, Biohaven Pharmaceutical Holding Co Ltd traded for a price of $141.05 per share and a market cap of $10,020,641,000. The stock has returned 98.61% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, Biohaven Pharmaceutical Holding Co Ltd has a EV-to-Ebitda ratio of -20.00 and a price-sales ratio of 12.93.

Advanced Micro Devices Inc


Capital World Investors reduced their investment in NAS:AMD by 27,961,437 shares. The trade had a 0.64% impact on the equity portfolio. During the quarter, the stock traded for an average price of $119.57.

On 05/19/2022, Advanced Micro Devices Inc traded for a price of $96.67 per share and a market cap of $156,654,500,000. The stock has returned 29.34% over the past year.

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

In terms of valuation, Advanced Micro Devices Inc has a price-earnings ratio of 35.94, a price-book ratio of 2.82, a EV-to-Ebitda ratio of 30.77 and a price-sales ratio of 6.55.

The price-to-GF Value ratio is 0.69, earning the stock a GF Value rank of 10.

JPMorgan Chase & Co


Capital World Investors reduced their investment in NYSE:JPM by 21,016,331 shares. The trade had a 0.53% impact on the equity portfolio. During the quarter, the stock traded for an average price of $147.84.

On 05/19/2022, JPMorgan Chase & Co traded for a price of $118.31 per share and a market cap of $347,482,440,000. The stock has returned -23.63% 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, JPMorgan Chase & Co has a price-earnings ratio of 8.77, a price-book ratio of 1.36, a price-earnings-to-growth (PEG) ratio of 1.31 and a price-sales ratio of 2.96.

The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 9.

Amazon.com Inc


Capital World Investors reduced their investment in NAS:AMZN by 931,695 shares. The trade had a 0.49% impact on the equity portfolio. During the quarter, the stock traded for an average price of $3092.09.

On 05/19/2022, Amazon.com Inc traded for a price of $2146.38 per share and a market cap of $1,091,907,465,000. The stock has returned -33.72% 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, Amazon.com Inc has a price-earnings ratio of 51.82, a price-book ratio of 8.15, a price-earnings-to-growth (PEG) ratio of 1.24, a EV-to-Ebitda ratio of 18.90 and a price-sales ratio of 2.33.

The price-to-GF Value ratio is 0.57, earning the stock a GF Value rank of 8.


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