MidWestOne Financial 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.
102 South Clinton St. Iowa City, IA 52240
As of the latest 13F report, the guru’s equity portfolio contained 222 stocks valued at a total of $404.00Mil. The top holdings were MOFG(32.15%), AAPL(4.36%), and MSFT(2.10%).
According to GuruFocus data, these were MidWestOne Financial Group, Inc.’s top five trades of the quarter.
WR Berkley Corp
The guru sold out of their 51,255-share investment in NYSE:WRB. Previously, the stock had a 0.74% weight in the equity portfolio. Shares traded for an average price of $68.18 during the quarter.
On 08/17/2022, WR Berkley Corp traded for a price of $66.6 per share and a market cap of $17.67Bil. The stock has returned 34.98% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, WR Berkley Corp has a price-earnings ratio of 14.02, a price-book ratio of 2.71, a price-earnings-to-growth (PEG) ratio of 2.70, a EV-to-Ebitda ratio of 10.23 and a price-sales ratio of 1.79.
The price-to-GF Value ratio is 1.06, earning the stock a GF Value rank of 5.
Procter & Gamble Co
During the quarter, MidWestOne Financial Group, Inc. bought 18,761 shares of NYSE:PG for a total holding of 37,220. The trade had a 0.67% impact on the equity portfolio. During the quarter, the stock traded for an average price of $150.34.
On 08/17/2022, Procter & Gamble Co traded for a price of $149.93 per share and a market cap of $358.27Bil. The stock has returned 6.12% 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, Procter & Gamble Co has a price-earnings ratio of 25.82, a price-book ratio of 7.85, a price-earnings-to-growth (PEG) ratio of 2.84, a EV-to-Ebitda ratio of 18.10 and a price-sales ratio of 4.73.
The price-to-GF Value ratio is 0.99, earning the stock a GF Value rank of 6.
Vanguard Tax-Exempt Bond ETF
The guru sold out of their 45,302-share investment in ARCA:VTEB. Previously, the stock had a 0.5% weight in the equity portfolio. Shares traded for an average price of $49.91 during the quarter.
On 08/17/2022, Vanguard Tax-Exempt Bond ETF traded for a price of $50.84 per share and a market cap of $18.26Bil. The stock has returned -6.44% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Flexsteel Industries Inc
The guru sold out of their 102,530-share investment in NAS:FLXS. Previously, the stock had a 0.43% weight in the equity portfolio. Shares traded for an average price of $20.02 during the quarter.
On 08/17/2022, Flexsteel Industries Inc traded for a price of $17.55 per share and a market cap of $97.63Mil. The stock has returned -51.95% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Flexsteel Industries Inc has a price-earnings ratio of 15.83, a price-book ratio of 0.71, a EV-to-Ebitda ratio of 11.47 and a price-sales ratio of 0.19.
The price-to-GF Value ratio is 0.59, earning the stock a GF Value rank of 4.
Micron Technology Inc
During the quarter, MidWestOne Financial Group, Inc. bought 20,937 shares of NAS:MU for a total holding of 60,099. The trade had a 0.29% impact on the equity portfolio. During the quarter, the stock traded for an average price of $68.07.
On 08/17/2022, Micron Technology Inc traded for a price of $63.86 per share and a market cap of $70.45Bil. The stock has returned -9.38% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Micron Technology Inc has a price-earnings ratio of 7.29, a price-book ratio of 1.42, a price-earnings-to-growth (PEG) ratio of 0.40, a EV-to-Ebitda ratio of 3.77 and a price-sales ratio of 2.24.
The price-to-GF Value ratio is 0.77, earning the stock a GF Value rank of 10.
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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