HALL LAURIE J TRUSTEE recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
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.
EDWARDS ANGELL PALMER & DODGE LLP BOSTON, MA 02199
As of the latest 13F report, the guru’s equity portfolio contained 320 stocks valued at a total of $214.00Mil. The top holdings were MSFT(7.80%), AAPL(3.91%), and PG(3.67%).
According to GuruFocus data, these were HALL LAURIE J TRUSTEE’s top five trades of the quarter.
Medtronic PLC
During the quarter, HALL LAURIE J TRUSTEE bought 19,801 shares of NYSE:MDT for a total holding of 44,941. The trade had a 0.83% impact on the equity portfolio. During the quarter, the stock traded for an average price of $101.48.
On 07/06/2022, Medtronic PLC traded for a price of $89.62 per share and a market cap of $119.08Bil. The stock has returned -26.63% 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, Medtronic PLC has a price-earnings ratio of 24.03, a price-book ratio of 2.26, a EV-to-Ebitda ratio of 15.09 and a price-sales ratio of 3.82.
The price-to-GF Value ratio is 0.77, earning the stock a GF Value rank of 9.
Unilever PLC
HALL LAURIE J TRUSTEE reduced their investment in NYSE:UL by 37,870 shares. The trade had a 0.66% impact on the equity portfolio. During the quarter, the stock traded for an average price of $45.28.
On 07/06/2022, Unilever PLC traded for a price of $46.18 per share and a market cap of $117.79Bil. The stock has returned -18.94% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Unilever PLC has a price-earnings ratio of 19.31, a price-book ratio of 6.75, a price-earnings-to-growth (PEG) ratio of 6.03, a EV-to-Ebitda ratio of 12.90 and a price-sales ratio of 2.21.
The price-to-GF Value ratio is 0.77, earning the stock a GF Value rank of 9.
NVIDIA Corp
HALL LAURIE J TRUSTEE reduced their investment in NAS:NVDA by 4,500 shares. The trade had a 0.47% impact on the equity portfolio. During the quarter, the stock traded for an average price of $190.07.
On 07/06/2022, NVIDIA Corp traded for a price of $151.3 per share and a market cap of $378.25Bil. The stock has returned -26.88% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, NVIDIA Corp has a price-earnings ratio of 40.57, a price-book ratio of 14.38, a price-earnings-to-growth (PEG) ratio of 1.26, a EV-to-Ebitda ratio of 33.05 and a price-sales ratio of 13.01.
The price-to-GF Value ratio is 0.57, earning the stock a GF Value rank of 4.
Apple Inc
HALL LAURIE J TRUSTEE reduced their investment in NAS:AAPL by 5,310 shares. The trade had a 0.36% impact on the equity portfolio. During the quarter, the stock traded for an average price of $151.81.
On 07/06/2022, Apple Inc traded for a price of $142.92 per share and a market cap of $2,313.19Bil. The stock has returned 1.78% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 23.20, a price-book ratio of 34.37, a price-earnings-to-growth (PEG) ratio of 1.63, a EV-to-Ebitda ratio of 17.64 and a price-sales ratio of 6.13.
The price-to-GF Value ratio is 0.85, earning the stock a GF Value rank of 9.
Danaher Corp
HALL LAURIE J TRUSTEE reduced their investment in NYSE:DHR by 2,910 shares. The trade had a 0.33% impact on the equity portfolio. During the quarter, the stock traded for an average price of $260.33.
On 07/06/2022, Danaher Corp traded for a price of $260.04 per share and a market cap of $189.07Bil. The stock has returned -6.42% 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, Danaher Corp has a price-earnings ratio of 30.10, a price-book ratio of 4.32, a price-earnings-to-growth (PEG) ratio of 1.62, a EV-to-Ebitda ratio of 20.87 and a price-sales ratio of 6.30.
The price-to-GF Value ratio is 0.86, 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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