Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
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.
2-7-1, MARUNOUCHI, CHIYODA-KU TOKYO, M0 100-8330
As of the latest 13F report, the guru’s equity portfolio contained 196 stocks valued at a total of $9.00Mil. The top holdings were COUP(36.06%), AZO(3.54%), and AAPL(3.33%).
According to GuruFocus data, these were Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.’s top five trades of the quarter.
Coupa Software Inc
The guru established a new position worth 39,640 shares in NAS:COUP, giving the stock a 36.06% weight in the equity portfolio. Shares traded for an average price of $59.83 during the quarter.
On 01/24/2023, Coupa Software Inc traded for a price of $79.78 per share and a market cap of $6.03Bil. The stock has returned -39.72% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 3 out of 10.
In terms of valuation, Coupa Software Inc has a price-book ratio of 21.39, a EV-to-Ebitda ratio of -54.86 and a price-sales ratio of 7.37.
The price-to-GF Value ratio is 0.26, earning the stock a GF Value rank of 2.
Southern Co
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. reduced their investment in NYSE:SO by 1,990 shares. The trade had a 2.58% impact on the equity portfolio. During the quarter, the stock traded for an average price of $66.86.
On 01/24/2023, Southern Co traded for a price of $66.48 per share and a market cap of $72.37Bil. The stock has returned 2.03% 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, Southern Co has a price-earnings ratio of 21.10, a price-book ratio of 2.32, a price-earnings-to-growth (PEG) ratio of 6.03, a EV-to-Ebitda ratio of 12.78 and a price-sales ratio of 2.56.
The price-to-GF Value ratio is 0.91, earning the stock a GF Value rank of 6.
Sempra Energy
The guru established a new position worth 1,130 shares in NYSE:SRE, giving the stock a 2.01% weight in the equity portfolio. Shares traded for an average price of $154.75 during the quarter.
On 01/24/2023, Sempra Energy traded for a price of $157.71 per share and a market cap of $49.57Bil. The stock has returned 22.78% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Sempra Energy has a price-earnings ratio of 22.12, a price-book ratio of 1.89, a EV-to-Ebitda ratio of 15.54 and a price-sales ratio of 3.38.
The price-to-GF Value ratio is 1.02, earning the stock a GF Value rank of 5.
AutoZone Inc
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. reduced their investment in NYSE:AZO by 44 shares. The trade had a 1.8% impact on the equity portfolio. During the quarter, the stock traded for an average price of $2416.82.
On 01/24/2023, AutoZone Inc traded for a price of $2322.07 per share and a market cap of $43.58Bil. The stock has returned 16.91% 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, AutoZone Inc has a price-earnings ratio of 19.47, a price-earnings-to-growth (PEG) ratio of 1.06, a EV-to-Ebitda ratio of 14.29 and a price-sales ratio of 2.82.
The price-to-GF Value ratio is 1.05, earning the stock a GF Value rank of 5.
Apple Inc
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. reduced their investment in NAS:AAPL by 672 shares. The trade had a 1.77% impact on the equity portfolio. During the quarter, the stock traded for an average price of $142.91.
On 01/24/2023, Apple Inc traded for a price of $141.87 per share and a market cap of $2,246.68Bil. The stock has returned -11.76% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 23.22, a price-book ratio of 44.61, a price-earnings-to-growth (PEG) ratio of 1.33, a EV-to-Ebitda ratio of 17.30 and a price-sales ratio of 5.88.
The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 9.
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.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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