NORTHWESTERN UNIVERSITY 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.
1800 SHERMAN AVE SUITE 400 EVANSTON, IL 60201
As of the latest 13F report, the guru’s equity portfolio contained 5 stocks valued at a total of $121,000,000. The top holdings were BRK.A(75.85%), AGL(23.37%), and BGRY(0.31%).
According to GuruFocus data, these were NORTHWESTERN UNIVERSITY’s top five trades of the quarter.
Berkshire Grey Inc
The guru established a new position worth 131,301 shares in NAS:BGRY, giving the stock a 0.66% weight in the equity portfolio. Shares traded for an average price of $5.72 during the quarter.
On 05/19/2022, Berkshire Grey Inc traded for a price of $2.08 per share and a market cap of $484,092,000. The stock has returned 0.00% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Berkshire Grey Inc has a price-book ratio of 3.75, a EV-to-Ebitda ratio of -2.25 and a price-sales ratio of 8.02.
Agilon Health Inc
The guru established a new position worth 1,112,400 shares in NYSE:AGL, giving the stock a 28.46% weight in the equity portfolio. Shares traded for an average price of $34.27 during the quarter.
On 05/19/2022, Agilon Health Inc traded for a price of $19.19 per share and a market cap of $7,805,166,000. The stock has returned -39.88% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Agilon Health Inc has a price-book ratio of 6.67, a EV-to-Ebitda ratio of -17.40 and a price-sales ratio of 3.51.
Berkshire Hathaway Inc
NORTHWESTERN UNIVERSITY reduced their investment in NYSE:BRK.A by 55 shares. The trade had a 23.14% impact on the equity portfolio. During the quarter, the stock traded for an average price of $419597.
On 05/19/2022, Berkshire Hathaway Inc traded for a price of $456031.01 per share and a market cap of $669,882,564,000. The stock has returned 6.77% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Berkshire Hathaway Inc has a price-earnings ratio of 8.23, a price-book ratio of 1.32, a price-earnings-to-growth (PEG) ratio of 0.27, a EV-to-Ebitda ratio of 6.35 and a price-sales ratio of 1.93.
The price-to-GF Value ratio is 1.00, earning the stock a GF Value rank of 5.
Black Stone Minerals LP
The guru sold out of their 2,508,475-share investment in NYSE:BSM. Previously, the stock had a 9.29% weight in the equity portfolio. Shares traded for an average price of $6.78 during the quarter.
On 05/19/2022, Black Stone Minerals LP traded for a price of $14.91 per share and a market cap of $3,122,129,000. The stock has returned 63.29% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Black Stone Minerals LP has a price-earnings ratio of 23.68, a price-book ratio of 3.16, a price-earnings-to-growth (PEG) ratio of 5.26, a EV-to-Ebitda ratio of 14.66 and a price-sales ratio of 9.46.
The price-to-GF Value ratio is 1.60, earning the stock a GF Value rank of 1.
Plains All American Pipeline LP
The guru sold out of their 281,376-share investment in NAS:PAA. Previously, the stock had a 1.02% weight in the equity portfolio. Shares traded for an average price of $7.66 during the quarter.
On 05/19/2022, Plains All American Pipeline LP traded for a price of $10.82 per share and a market cap of $7,602,869,000. The stock has returned 12.84% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Plains All American Pipeline LP has a price-earnings ratio of 47.04, a price-book ratio of 0.76, a EV-to-Ebitda ratio of 9.44 and a price-sales ratio of 0.16.
The price-to-GF Value ratio is 0.66, 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.
