Buckingham Capital Management, Inc. 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.
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As of the latest 13F report, the guru’s equity portfolio contained 114 stocks valued at a total of $574.00Mil. The top holdings were SPIB(5.86%), SPSB(5.50%), and VEU(4.15%).
According to GuruFocus data, these were Buckingham Capital Management, Inc.’s top five trades of the quarter.
SPDR Portfolio Intermediate Term Corporate Bond ETF
During the quarter, Buckingham Capital Management, Inc. bought 543,075 shares of ARCA:SPIB for a total holding of 1,056,770. The trade had a 3.01% impact on the equity portfolio. During the quarter, the stock traded for an average price of $31.46.
On 01/24/2023, SPDR Portfolio Intermediate Term Corporate Bond ETF traded for a price of $32.655 per share and a market cap of $6.30Bil. The stock has returned -6.02% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Invesco Ultra Short Duration ETF
Buckingham Capital Management, Inc. reduced their investment in ARCA:GSY by 121,751 shares. The trade had a 1.17% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.11.
On 01/24/2023, Invesco Ultra Short Duration ETF traded for a price of $49.6 per share and a market cap of $2.14Bil. The stock has returned 0.44% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Short-Term Corporate Bond ETF
Buckingham Capital Management, Inc. reduced their investment in NAS:VCSH by 70,578 shares. The trade had a 1.02% impact on the equity portfolio. During the quarter, the stock traded for an average price of $74.43000000000001.
On 01/24/2023, Vanguard Short-Term Corporate Bond ETF traded for a price of $76.33 per share and a market cap of $41.43Bil. The stock has returned -3.42% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Meta Platforms Inc
The guru sold out of their 36,687-share investment in NAS:META. Previously, the stock had a 0.97% weight in the equity portfolio. Shares traded for an average price of $117.43 during the quarter.
On 01/24/2023, Meta Platforms Inc traded for a price of $143.725 per share and a market cap of $376.88Bil. The stock has returned -53.22% 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, Meta Platforms Inc has a price-earnings ratio of 13.70, a price-book ratio of 3.09, a price-earnings-to-growth (PEG) ratio of 0.51, a EV-to-Ebitda ratio of 8.27 and a price-sales ratio of 3.33.
The price-to-GF Value ratio is 0.37, earning the stock a GF Value rank of 4.
Schwab U.S. Broad Market ETF
During the quarter, Buckingham Capital Management, Inc. bought 90,128 shares of ARCA:SCHB for a total holding of 498,139. The trade had a 0.7% impact on the equity portfolio. During the quarter, the stock traded for an average price of $44.94.
On 01/24/2023, Schwab U.S. Broad Market ETF traded for a price of $47.09 per share and a market cap of $21.20Bil. The stock has returned -7.94% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab U.S. Broad Market ETF has a price-earnings ratio of 19.00 and a price-book ratio of 3.49.
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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