HELLMAN JORDAN MANAGEMENT CO INC /MA/ 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.
125 HIGH STREET, SUITE 801 BOSTON, MA 02110
As of the latest 13F report, the guru’s equity portfolio contained 59 stocks valued at a total of $88.00Mil. The top holdings were PSQ(10.17%), GTLS(5.04%), and URI(4.23%).
According to GuruFocus data, these were HELLMAN JORDAN MANAGEMENT CO INC /MA/’s top five trades of the quarter.
ProShares Short QQQ
The guru established a new position worth 775,300 shares in ARCA:PSQ, giving the stock a 10.17% weight in the equity portfolio. Shares traded for an average price of $12 during the quarter.
On 06/16/2022, ProShares Short QQQ traded for a price of $14.895 per share and a market cap of $1.38Bil. The stock has returned 11.58% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Industrial Select Sector SPDR
HELLMAN JORDAN MANAGEMENT CO INC /MA/ reduced their investment in ARCA:XLI by 22,773 shares. The trade had a 3.09% impact on the equity portfolio. During the quarter, the stock traded for an average price of $101.28.
On 06/16/2022, Industrial Select Sector SPDR traded for a price of $86.17 per share and a market cap of $12.99Bil. The stock has returned -13.09% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Industrial Select Sector SPDR has a price-earnings ratio of 20.41 and a price-book ratio of 4.29.
TJX Companies Inc
The guru sold out of their 27,176-share investment in NYSE:TJX. Previously, the stock had a 2.65% weight in the equity portfolio. Shares traded for an average price of $67.01 during the quarter.
On 06/16/2022, TJX Companies Inc traded for a price of $56.835 per share and a market cap of $66.22Bil. The stock has returned -10.24% 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, TJX Companies Inc has a price-earnings ratio of 20.56, a price-book ratio of 11.86, a EV-to-Ebitda ratio of 13.59 and a price-sales ratio of 1.38.
The price-to-GF Value ratio is 0.73, earning the stock a GF Value rank of 10.
United Rentals Inc
During the quarter, HELLMAN JORDAN MANAGEMENT CO INC /MA/ bought 6,222 shares of NYSE:URI for a total holding of 10,508. The trade had a 2.5% impact on the equity portfolio. During the quarter, the stock traded for an average price of $326.31.
On 06/16/2022, United Rentals Inc traded for a price of $248.5 per share and a market cap of $17.83Bil. The stock has returned -14.16% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, United Rentals Inc has a price-earnings ratio of 11.69, a price-book ratio of 2.93, a price-earnings-to-growth (PEG) ratio of 0.80, a EV-to-Ebitda ratio of 6.17 and a price-sales ratio of 1.78.
The price-to-GF Value ratio is 1.00, earning the stock a GF Value rank of 3.
Marvell Technology Inc
The guru established a new position worth 19,261 shares in NAS:MRVL, giving the stock a 1.56% weight in the equity portfolio. Shares traded for an average price of $72.14 during the quarter.
On 06/16/2022, Marvell Technology Inc traded for a price of $45.43 per share and a market cap of $38.62Bil. The stock has returned -7.74% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Marvell Technology Inc has a price-book ratio of 2.50, a EV-to-Ebitda ratio of 35.02 and a price-sales ratio of 7.50.
The price-to-GF Value ratio is 0.70, earning the stock a GF Value rank of 9.
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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