UNITED FIRE GROUP INC 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.
P O BOX 73909 CEDAR RAPIDS, IA 52407
As of the latest 13F report, the guru’s equity portfolio contained 47 stocks valued at a total of $163.00Mil. The top holdings were JNJ(4.13%), PG(3.96%), and XEL(3.90%).
According to GuruFocus data, these were UNITED FIRE GROUP INC’s top five trades of the quarter.
Apple Inc
UNITED FIRE GROUP INC reduced their investment in NAS:AAPL by 16,000 shares. The trade had a 1.44% impact on the equity portfolio. During the quarter, the stock traded for an average price of $151.81.
On 08/11/2022, Apple Inc traded for a price of $169.24 per share and a market cap of $2,719.81Bil. The stock has returned 16.85% 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 27.93, a price-book ratio of 46.88, a price-earnings-to-growth (PEG) ratio of 1.97, a EV-to-Ebitda ratio of 21.20 and a price-sales ratio of 7.18.
The price-to-GF Value ratio is 1.00, earning the stock a GF Value rank of 6.
JPMorgan Chase & Co
UNITED FIRE GROUP INC reduced their investment in NYSE:JPM by 17,736 shares. The trade had a 1.24% impact on the equity portfolio. During the quarter, the stock traded for an average price of $124.09.
On 08/11/2022, JPMorgan Chase & Co traded for a price of $118.39 per share and a market cap of $347.19Bil. The stock has returned -23.15% 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, JPMorgan Chase & Co has a price-earnings ratio of 9.48, a price-book ratio of 1.37, a price-earnings-to-growth (PEG) ratio of 1.41 and a price-sales ratio of 2.93.
The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 9.
Duke Energy Corp
UNITED FIRE GROUP INC reduced their investment in NYSE:DUK by 20,000 shares. The trade had a 1.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $109.99.
On 08/11/2022, Duke Energy Corp traded for a price of $110.06 per share and a market cap of $84.74Bil. The stock has returned 6.64% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Duke Energy Corp has a price-earnings ratio of 22.24, a price-book ratio of 1.77, a EV-to-Ebitda ratio of 13.16 and a price-sales ratio of 3.14.
The price-to-GF Value ratio is 1.10, earning the stock a GF Value rank of 3.
PepsiCo Inc
UNITED FIRE GROUP INC reduced their investment in NAS:PEP by 13,000 shares. The trade had a 1.12% impact on the equity portfolio. During the quarter, the stock traded for an average price of $168.33.
On 08/11/2022, PepsiCo Inc traded for a price of $175.94 per share and a market cap of $242.81Bil. The stock has returned 16.76% 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, PepsiCo Inc has a price-earnings ratio of 26.49, a price-book ratio of 13.10, a price-earnings-to-growth (PEG) ratio of 6.79, a EV-to-Ebitda ratio of 16.59 and a price-sales ratio of 2.98.
The price-to-GF Value ratio is 1.03, earning the stock a GF Value rank of 5.
Coca-Cola Co
UNITED FIRE GROUP INC reduced their investment in NYSE:KO by 23,000 shares. The trade had a 0.73% impact on the equity portfolio. During the quarter, the stock traded for an average price of $63.37.
On 08/11/2022, Coca-Cola Co traded for a price of $63.65 per share and a market cap of $275.26Bil. The stock has returned 15.09% 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, Coca-Cola Co has a price-earnings ratio of 28.81, a price-book ratio of 11.96, a price-earnings-to-growth (PEG) ratio of 3.03, a EV-to-Ebitda ratio of 22.01 and a price-sales ratio of 6.71.
The price-to-GF Value ratio is 1.01, earning the stock a GF Value rank of 5.
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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