Seven Post Investment Office LP 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.
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As of the latest 13F report, the guru’s equity portfolio contained 48 stocks valued at a total of $269.00Mil. The top holdings were VNQ(26.23%), LII(18.98%), and SPY(9.30%).
According to GuruFocus data, these were Seven Post Investment Office LP’s top five trades of the quarter.
iShares Core S&P Small-Cap ETF
The guru established a new position worth 20,913 shares in ARCA:IJR, giving the stock a 0.72% weight in the equity portfolio. Shares traded for an average price of $99.35 during the quarter.
On 08/09/2022, iShares Core S&P Small-Cap ETF traded for a price of $102.28 per share and a market cap of $68.97Bil. The stock has returned -6.82% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P Small-Cap ETF has a price-earnings ratio of 11.28 and a price-book ratio of 1.62.
Vanguard Small Cap ETF
The guru sold out of their 10,884-share investment in ARCA:VB. Previously, the stock had a 0.71% weight in the equity portfolio. Shares traded for an average price of $192.82 during the quarter.
On 08/09/2022, Vanguard Small Cap ETF traded for a price of $198.3 per share and a market cap of $43.20Bil. The stock has returned -10.11% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Small Cap ETF has a price-earnings ratio of 12.69 and a price-book ratio of 2.05.
iShares Core S&P Mid-Cap ETF
The guru established a new position worth 7,605 shares in ARCA:IJH, giving the stock a 0.64% weight in the equity portfolio. Shares traded for an average price of $246.56 during the quarter.
On 08/09/2022, iShares Core S&P Mid-Cap ETF traded for a price of $251.7 per share and a market cap of $63.04Bil. The stock has returned -5.97% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P Mid-Cap ETF has a price-earnings ratio of 12.38 and a price-book ratio of 2.06.
Vanguard Mid-Cap ETF
Seven Post Investment Office LP reduced their investment in ARCA:VO by 8,769 shares. The trade had a 0.64% impact on the equity portfolio. During the quarter, the stock traded for an average price of $215.87.
On 08/09/2022, Vanguard Mid-Cap ETF traded for a price of $218.54 per share and a market cap of $52.11Bil. The stock has returned -8.83% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Mid-Cap ETF has a price-earnings ratio of 17.48 and a price-book ratio of 2.74.
Vanguard Short-Term Corporate Bond ETF
The guru sold out of their 24,440-share investment in NAS:VCSH. Previously, the stock had a 0.58% weight in the equity portfolio. Shares traded for an average price of $76.63 during the quarter.
On 08/09/2022, Vanguard Short-Term Corporate Bond ETF traded for a price of $76.81 per share and a market cap of $43.64Bil. The stock has returned -5.49% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
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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