JACOBS LEVY EQUITY MANAGEMENT, INC 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.
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As of the latest 13F report, the guru’s equity portfolio contained 971 stocks valued at a total of $12.65Bil. The top holdings were AAPL(3.40%), MSFT(3.24%), and TSLA(2.31%).
According to GuruFocus data, these were JACOBS LEVY EQUITY MANAGEMENT, INC’s top five trades of the quarter.
Tesla Inc
During the quarter, JACOBS LEVY EQUITY MANAGEMENT, INC bought 1,044,917 shares of NAS:TSLA for a total holding of 1,100,171. The trade had a 2.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $279.27.
On 11/16/2022, Tesla Inc traded for a price of $186.92 per share and a market cap of $590.25Bil. The stock has returned -46.83% 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, Tesla Inc has a price-earnings ratio of 57.76, a price-book ratio of 14.81, a EV-to-Ebitda ratio of 37.12 and a price-sales ratio of 8.91.
The price-to-GF Value ratio is 0.50, earning the stock a GF Value rank of 8.
Alphabet Inc
JACOBS LEVY EQUITY MANAGEMENT, INC reduced their investment in NAS:GOOG by 1,451,869 shares. The trade had a 1.23% impact on the equity portfolio. During the quarter, the stock traded for an average price of $111.66.
On 11/16/2022, Alphabet Inc traded for a price of $98.99 per share and a market cap of $1,279.30Bil. The stock has returned -33.60% 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 5.05, a price-earnings-to-growth (PEG) ratio of 0.74, a EV-to-Ebitda ratio of 12.63 and a price-sales ratio of 4.65.
The price-to-GF Value ratio is 0.70, earning the stock a GF Value rank of 10.
AT&T Inc
The guru sold out of their 7,521,561-share investment in NYSE:T. Previously, the stock had a 1.22% weight in the equity portfolio. Shares traded for an average price of $18.19 during the quarter.
On 11/16/2022, AT&T Inc traded for a price of $18.93 per share and a market cap of $134.91Bil. The stock has returned 8.98% 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, AT&T Inc has a price-earnings ratio of 7.01, a price-book ratio of 1.10, a EV-to-Ebitda ratio of 5.24 and a price-sales ratio of 0.86.
The price-to-GF Value ratio is 1.09, earning the stock a GF Value rank of 3.
Palo Alto Networks Inc
The guru established a new position worth 769,043 shares in NAS:PANW, giving the stock a 1% weight in the equity portfolio. Shares traded for an average price of $173.19 during the quarter.
On 11/16/2022, Palo Alto Networks Inc traded for a price of $159.09 per share and a market cap of $47.79Bil. The stock has returned -9.12% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Palo Alto Networks Inc has a price-book ratio of 227.27, a EV-to-Ebitda ratio of 514.53 and a price-sales ratio of 8.81.
The price-to-GF Value ratio is 0.88, earning the stock a GF Value rank of 6.
O'Reilly Automotive Inc
During the quarter, JACOBS LEVY EQUITY MANAGEMENT, INC bought 162,042 shares of NAS:ORLY for a total holding of 177,473. The trade had a 0.9% impact on the equity portfolio. During the quarter, the stock traded for an average price of $699.44.
On 11/16/2022, O'Reilly Automotive Inc traded for a price of $833.98 per share and a market cap of $52.19Bil. The stock has returned 27.91% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, O'Reilly Automotive Inc has a price-earnings ratio of 25.46, a price-earnings-to-growth (PEG) ratio of 1.38, a EV-to-Ebitda ratio of 17.63 and a price-sales ratio of 3.93.
The price-to-GF Value ratio is 1.14, 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.
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