UMB Bank, n.a. 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.
PO BOX 219716 Kansas City, MO 64121
As of the latest 13F report, the guru’s equity portfolio contained 1942 stocks valued at a total of $6.42Bil. The top holdings were UMBF(7.79%), BRK.A(4.67%), and IVV(3.44%).
According to GuruFocus data, these were UMB Bank, n.a.’s top five trades of the quarter.
Duke Realty Corp
UMB Bank, n.a. reduced their investment in NYSE:DRE by 391,987 shares. The trade had a 0.3% impact on the equity portfolio. During the quarter, the stock traded for an average price of $54.79.
On 07/21/2022, Duke Realty Corp traded for a price of $58.61 per share and a market cap of $22.55Bil. The stock has returned 16.91% 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, Duke Realty Corp has a price-earnings ratio of 21.94, a price-book ratio of 3.62, a price-earnings-to-growth (PEG) ratio of 2.11, a EV-to-Ebitda ratio of 17.57 and a price-sales ratio of 20.72.
The price-to-GF Value ratio is 1.30, earning the stock a GF Value rank of 1.
Meta Platforms Inc
During the quarter, UMB Bank, n.a. bought 80,983 shares of NAS:META for a total holding of 122,750. The trade had a 0.2% impact on the equity portfolio. During the quarter, the stock traded for an average price of $193.38.
On 07/21/2022, Meta Platforms Inc traded for a price of $183.09 per share and a market cap of $495.50Bil. The stock has returned -46.41% 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, Meta Platforms Inc has a price-earnings ratio of 13.74, a price-book ratio of 3.98, a price-earnings-to-growth (PEG) ratio of 0.51, a EV-to-Ebitda ratio of 8.89 and a price-sales ratio of 4.26.
The price-to-GF Value ratio is 0.46, earning the stock a GF Value rank of 4.
Cerner Corp
The guru sold out of their 155,453-share investment in NAS:CERN. Previously, the stock had a 0.19% weight in the equity portfolio. Shares traded for an average price of $93.94 during the quarter.
On 07/21/2022, Cerner Corp traded for a price of $94.92 per share and a market cap of $27.92Bil. The stock has returned 20.58% 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, Cerner Corp has a price-earnings ratio of 43.38, a price-book ratio of 6.88, a price-earnings-to-growth (PEG) ratio of 2.65, a EV-to-Ebitda ratio of 17.47 and a price-sales ratio of 4.46.
The price-to-GF Value ratio is 1.16, earning the stock a GF Value rank of 3.
AT&T Inc
During the quarter, UMB BANK N A/MO bought 532,106 shares of NYSE:T for a total holding of 1,457,489. The trade had a 0.18% impact on the equity portfolio. During the quarter, the stock traded for an average price of $19.91.
On 07/21/2022, AT&T Inc traded for a price of $20.48 per share and a market cap of $146.62Bil. The stock has returned 4.79% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, AT&T Inc has a price-earnings ratio of 8.66, a price-book ratio of 0.87, a EV-to-Ebitda ratio of 6.43 and a price-sales ratio of 0.92.
The price-to-GF Value ratio is 1.09, earning the stock a GF Value rank of 3.
HP Inc
During the quarter, UMB Bank, n.a. bought 368,203 shares of NYSE:HPQ for a total holding of 399,278. The trade had a 0.18% impact on the equity portfolio. During the quarter, the stock traded for an average price of $36.7.
On 07/21/2022, HP Inc traded for a price of $32.94 per share and a market cap of $34.06Bil. The stock has returned 20.11% 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, HP Inc has a price-earnings ratio of 5.92, a price-earnings-to-growth (PEG) ratio of 0.32, a EV-to-Ebitda ratio of 4.67 and a price-sales ratio of 0.56.
The price-to-GF Value ratio is 0.94, earning the stock a GF Value rank of 6.
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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