Richard C. Young & CO., LTD. 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.
98 WILLIAM STREET NEWPORT, RI 02840
As of the latest 13F report, the guru’s equity portfolio contained 75 stocks valued at a total of $772.00Mil. The top holdings were VCIT(4.80%), GLDM(3.99%), and USHY(3.83%).
According to GuruFocus data, these were Richard C. Young & CO., LTD.’s top five trades of the quarter.
Vanguard Intermediate-Term Corporate Bond ETF
During the quarter, Richard C. Young & CO., LTD. bought 458,674 shares of NAS:VCIT for a total holding of 463,174. The trade had a 4.75% impact on the equity portfolio. During the quarter, the stock traded for an average price of $81.31.
On 08/04/2022, Vanguard Intermediate-Term Corporate Bond ETF traded for a price of $82.32 per share and a market cap of $42.28Bil. The stock has returned -11.90% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Financial Select Sector SPDR
The guru established a new position worth 191,829 shares in ARCA:XLF, giving the stock a 0.78% weight in the equity portfolio. Shares traded for an average price of $34.46 during the quarter.
On 08/04/2022, Financial Select Sector SPDR traded for a price of $33.56 per share and a market cap of $30.07Bil. The stock has returned -7.47% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Financial Select Sector SPDR has a price-earnings ratio of 9.85 and a price-book ratio of 1.40.
AT&T Inc
During the quarter, Richard C. Young & CO., LTD. bought 167,566 shares of NYSE:T for a total holding of 712,173. The trade had a 0.45% impact on the equity portfolio. During the quarter, the stock traded for an average price of $19.91.
On 08/04/2022, AT&T Inc traded for a price of $18.37 per share and a market cap of $130.90Bil. The stock has returned -6.16% 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 6.75, a price-book ratio of 1.10, a EV-to-Ebitda ratio of 5.11 and a price-sales ratio of 0.91.
The price-to-GF Value ratio is 1.02, earning the stock a GF Value rank of 5.
Huntington Bancshares Inc
Richard C. Young & CO., LTD. reduced their investment in NAS:HBAN by 174,611 shares. The trade had a 0.32% impact on the equity portfolio. During the quarter, the stock traded for an average price of $13.29.
On 08/04/2022, Huntington Bancshares Inc traded for a price of $13.39 per share and a market cap of $19.31Bil. The stock has returned -3.08% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Huntington Bancshares Inc has a price-earnings ratio of 11.94, a price-book ratio of 1.22, a price-earnings-to-growth (PEG) ratio of 1.81 and a price-sales ratio of 2.93.
The price-to-GF Value ratio is 0.94, earning the stock a GF Value rank of 7.
Warner Bros.Discovery Inc
The guru sold out of their 131,750-share investment in NAS:WBD. Previously, the stock had a 0.3% weight in the equity portfolio. Shares traded for an average price of $18.65 during the quarter.
On 08/04/2022, Warner Bros.Discovery Inc traded for a price of $16.71 per share and a market cap of $40.55Bil. The stock has returned -40.04% 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, Warner Bros.Discovery Inc has a price-earnings ratio of 8.27, a price-book ratio of 0.70, a price-earnings-to-growth (PEG) ratio of 0.56, a EV-to-Ebitda ratio of 6.40 and a price-sales ratio of 0.88.
The price-to-GF Value ratio is 0.27, earning the stock a GF Value rank of 2.
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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