AIMZ Investment Advisors, LLC recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
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.
4984 EL CAMINO REAL LOS ALTOS, CA 94022
As of the latest 13F report, the guru’s equity portfolio contained 106 stocks valued at a total of $198.00Mil. The top holdings were AAPL(6.93%), MSFT(4.15%), and REGN(3.86%).
According to GuruFocus data, these were AIMZ Investment Advisors, LLC’s top five trades of the quarter.
CDK Global Inc
The guru sold out of their 69,372-share investment in NAS:CDK. Previously, the stock had a 1.82% weight in the equity portfolio. Shares traded for an average price of $54.77 during the quarter.
On 11/16/2022, CDK Global Inc traded for a price of $54.76 per share and a market cap of $6.39Bil. The stock has returned 13.05% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, CDK Global Inc has a price-earnings ratio of 19.70, a price-book ratio of 11.10, a price-earnings-to-growth (PEG) ratio of 2.32, a EV-to-Ebitda ratio of 14.71 and a price-sales ratio of 2.82.
The price-to-GF Value ratio is 0.99, earning the stock a GF Value rank of 6.
Alphabet Inc
During the quarter, AIMZ Investment Advisors, LLC bought 33,000 shares of NAS:GOOGL for a total holding of 43,860. The trade had a 1.6% impact on the equity portfolio. During the quarter, the stock traded for an average price of $110.89.
On 11/16/2022, Alphabet Inc traded for a price of $99.165 per share and a market cap of $1,283.39Bil. The stock has returned -33.04% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Alphabet Inc has a price-earnings ratio of 19.66, a price-book ratio of 5.07, a price-earnings-to-growth (PEG) ratio of 0.74, a EV-to-Ebitda ratio of 12.58 and a price-sales ratio of 4.67.
The price-to-GF Value ratio is 0.70, earning the stock a GF Value rank of 10.
GSK PLC
The guru established a new position worth 73,064 shares in NYSE:GSK, giving the stock a 1.09% weight in the equity portfolio. Shares traded for an average price of $36.57 during the quarter.
On 11/16/2022, GSK PLC traded for a price of $32.84 per share and a market cap of $66.69Bil. The stock has returned -19.81% 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, GSK PLC has a price-earnings ratio of 4.16, a price-book ratio of 6.12, a price-earnings-to-growth (PEG) ratio of 0.88, a EV-to-Ebitda ratio of 6.29 and a price-sales ratio of 1.37.
The price-to-GF Value ratio is 1.00, earning the stock a GF Value rank of 7.
Haleon PLC
The guru established a new position worth 91,331 shares in NYSE:HLN, giving the stock a 0.28% weight in the equity portfolio. Shares traded for an average price of $6.47 during the quarter.
On 11/16/2022, Haleon PLC traded for a price of $6.795 per share and a market cap of $31.33Bil. The stock has returned 0.00% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Haleon PLC has a price-earnings ratio of 16.88, a price-book ratio of 0.99, a EV-to-Ebitda ratio of 16.02 and a price-sales ratio of 2.76.
UnitedHealth Group Inc
AIMZ Investment Advisors, LLC reduced their investment in NYSE:UNH by 802 shares. The trade had a 0.2% impact on the equity portfolio. During the quarter, the stock traded for an average price of $525.83.
On 11/16/2022, UnitedHealth Group Inc traded for a price of $511.59 per share and a market cap of $477.73Bil. The stock has returned 15.10% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, UnitedHealth Group Inc has a price-earnings ratio of 25.04, a price-book ratio of 6.40, a price-earnings-to-growth (PEG) ratio of 1.90, a EV-to-Ebitda ratio of 15.73 and a price-sales ratio of 1.55.
The price-to-GF Value ratio is 1.05, earning the stock a GF Value rank of 3.
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.
Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!
This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.
