SIGMA INVESTMENT COUNSELORS 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.
27777 FRANKLIN ROAD SOUTHFIELD, MI 48034
As of the latest 13F report, the guru’s equity portfolio contained 182 stocks valued at a total of $1.22Bil. The top holdings were
According to GuruFocus data, these were SIGMA INVESTMENT COUNSELORS INC’s top five trades of the quarter.
iShares iBonds Dec 2022 Term Corporate ETF
The guru sold out of their 789,527-share investment in ARCA:IBDN. Previously, the stock had a 1.68% weight in the equity portfolio. Shares traded for an average price of $25.03 during the quarter.
On 01/27/2023, iShares iBonds Dec 2022 Term Corporate ETF traded for a price of $25.055 per share and a market cap of $1.20Bil. The stock has returned -0.22% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Core S&P 500 ETF
SIGMA INVESTMENT COUNSELORS INC reduced their investment in ARCA:IVV by 10,769 shares. The trade had a 0.33% impact on the equity portfolio. During the quarter, the stock traded for an average price of $384.6.
On 01/27/2023, iShares Core S&P 500 ETF traded for a price of $407.3706 per share and a market cap of $306.14Bil. The stock has returned -4.39% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P 500 ETF has a price-earnings ratio of 20.15 and a price-book ratio of 3.80.
Pioneer Natural Resources Co
The guru established a new position worth 10,345 shares in NYSE:PXD, giving the stock a 0.19% weight in the equity portfolio. Shares traded for an average price of $243.31 during the quarter.
On 01/27/2023, Pioneer Natural Resources Co traded for a price of $237.7 per share and a market cap of $56.48Bil. The stock has returned 23.14% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Pioneer Natural Resources Co has a price-earnings ratio of 8.47, a price-book ratio of 2.46, a price-earnings-to-growth (PEG) ratio of 0.35, a EV-to-Ebitda ratio of 5.11 and a price-sales ratio of 2.44.
The price-to-GF Value ratio is 1.32, earning the stock a GF Value rank of 1.
iShares 0-5 Year TIPS Bond ETF
SIGMA INVESTMENT COUNSELORS INC reduced their investment in ARCA:STIP by 19,513 shares. The trade had a 0.16% impact on the equity portfolio. During the quarter, the stock traded for an average price of $96.83.
On 01/27/2023, iShares 0-5 Year TIPS Bond ETF traded for a price of $97.815 per share and a market cap of $13.24Bil. The stock has returned -1.13% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares iBonds Dec 2025 Term Corporate ETF
SIGMA INVESTMENT COUNSELORS INC reduced their investment in ARCA:IBDQ by 70,949 shares. The trade had a 0.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $24.17.
On 01/27/2023, iShares iBonds Dec 2025 Term Corporate ETF traded for a price of $24.575 per share and a market cap of $1.80Bil. The stock has returned -3.61% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
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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