BANK HAPOALIM BM 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.
Bank Hapoalim B M TEL AVIV, L3 00000
As of the latest 13F report, the guru’s equity portfolio contained 160 stocks valued at a total of $801.00Mil. The top holdings were SPY(6.10%), IVV(4.12%), and VT(4.01%).
According to GuruFocus data, these were BANK HAPOALIM BM’s top five trades of the quarter.
iShares iBoxx USD Investment Grade Corporate Bond ETF
BANK HAPOALIM BM reduced their investment in ARCA:LQD by 176,931 shares. The trade had a 2.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $104.09.
On 01/26/2023, iShares iBoxx USD Investment Grade Corporate Bond ETF traded for a price of $110.6861 per share and a market cap of $40.32Bil. The stock has returned -10.30% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR S&P Bank ETF
The guru sold out of their 374,000-share investment in ARCA:KBE. Previously, the stock had a 2.09% weight in the equity portfolio. Shares traded for an average price of $46.54 during the quarter.
On 01/26/2023, SPDR S&P Bank ETF traded for a price of $47.44 per share and a market cap of $1.71Bil. The stock has returned -11.82% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR S&P Bank ETF has a price-earnings ratio of 8.14 and a price-book ratio of 1.27.
Invesco S&P 500 Pure Value ETF
The guru established a new position worth 167,620 shares in ARCA:RPV, giving the stock a 1.63% weight in the equity portfolio. Shares traded for an average price of $77.54000000000001 during the quarter.
On 01/26/2023, Invesco S&P 500 Pure Value ETF traded for a price of $85.3001 per share and a market cap of $3.76Bil. The stock has returned 7.59% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Invesco S&P 500 Pure Value ETF has a price-earnings ratio of 8.82 and a price-book ratio of 1.11.
SPDR S&P Regional Banking ETF
The guru sold out of their 218,000-share investment in ARCA:KRE. Previously, the stock had a 1.62% weight in the equity portfolio. Shares traded for an average price of $61.15 during the quarter.
On 01/26/2023, SPDR S&P Regional Banking ETF traded for a price of $60.335 per share and a market cap of $2.45Bil. The stock has returned -14.48% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR S&P Regional Banking ETF has a price-earnings ratio of 10.44 and a price-book ratio of 1.25.
First Trust NASDAQ CEA Cybersecurity ETF
BANK HAPOALIM BM reduced their investment in NAS:CIBR by 321,917 shares. The trade had a 1.56% impact on the equity portfolio. During the quarter, the stock traded for an average price of $39.56.
On 01/26/2023, First Trust NASDAQ CEA Cybersecurity ETF traded for a price of $39.95 per share and a market cap of $4.61Bil. The stock has returned -11.10% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, First Trust NASDAQ CEA Cybersecurity ETF has a price-earnings ratio of 27.71 and a price-book ratio of 4.96.
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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