Van Leeuwen & Company, LLC Buys 2, Sells 3 in 1st Quarter

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May 19, 2022
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Van Leeuwen & Company, 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.

281 WITHERSPOON STREET PRINCETON, NJ 08540

As of the latest 13F report, the guru’s equity portfolio contained 62 stocks valued at a total of $136,000,000. The top holdings were RSP(11.29%), SPYV(7.20%), and GOOG(6.64%).

According to GuruFocus data, these were Van Leeuwen & Company, LLC’s top five trades of the quarter.

SPDR Portfolio S&P 500 Value ETF


The guru established a new position worth 234,314 shares in ARCA:SPYV, giving the stock a 7.2% weight in the equity portfolio. Shares traded for an average price of $41.09 during the quarter.

On 05/19/2022, SPDR Portfolio S&P 500 Value ETF traded for a price of $38.32 per share and a market cap of $12,678,172,000. The stock has returned -1.08% over the past year.

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

In terms of valuation, SPDR Portfolio S&P 500 Value ETF has a price-earnings ratio of 17.37 and a price-book ratio of 2.66.

iShares Russell 2000 ETF


The guru sold out of their 35,969-share investment in ARCA:IWM. Previously, the stock had a 4.49% weight in the equity portfolio. Shares traded for an average price of $203.63 during the quarter.

On 05/19/2022, iShares Russell 2000 ETF traded for a price of $176.53 per share and a market cap of $52,870,735,000. The stock has returned -18.99% over the past year.

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

In terms of valuation, iShares Russell 2000 ETF has a price-earnings ratio of 14.73 and a price-book ratio of 2.13.

PowerShares QQQ Trust Ser 1


Van Leeuwen & Company, LLC reduced their investment in NAS:QQQ by 16,206 shares. The trade had a 3.62% impact on the equity portfolio. During the quarter, the stock traded for an average price of $354.77.

On 05/19/2022, PowerShares QQQ Trust Ser 1 traded for a price of $289.58 per share and a market cap of $156,054,662,000. The stock has returned -9.21% over the past year.

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

In terms of valuation, PowerShares QQQ Trust Ser 1 has a price-earnings ratio of 27.94 and a price-book ratio of 7.53.

Bristol-Myers Squibb Co


Van Leeuwen & Company, LLC reduced their investment in NYSE:BMY by 89,366 shares. The trade had a 3.13% impact on the equity portfolio. During the quarter, the stock traded for an average price of $67.12.

On 05/19/2022, Bristol-Myers Squibb Co traded for a price of $75.96 per share and a market cap of $161,723,721,000. The stock has returned 20.55% 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, Bristol-Myers Squibb Co has a price-earnings ratio of 26.94, a price-book ratio of 5.13, a price-earnings-to-growth (PEG) ratio of 3.37, a EV-to-Ebitda ratio of 10.05 and a price-sales ratio of 3.59.

The price-to-GF Value ratio is 1.02, earning the stock a GF Value rank of 5.

SPDR Portfolio S&P 500 Growth ETF


The guru established a new position worth 60,700 shares in ARCA:SPYG, giving the stock a 2.96% weight in the equity portfolio. Shares traded for an average price of $64.98 during the quarter.

On 05/19/2022, SPDR Portfolio S&P 500 Growth ETF traded for a price of $53.48 per share and a market cap of $11,549,007,000. The stock has returned -6.76% over the past year.

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

In terms of valuation, SPDR Portfolio S&P 500 Growth ETF has a price-earnings ratio of 24.05 and a price-book ratio of 7.22.


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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