SCHMIDT P J INVESTMENT MANAGEMENT INC Buys 2, Sells 3 in 4th Quarter

SCHMIDT P J INVESTMENT 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 172 stocks valued at a total of $441.00Mil. The top holdings were

According to GuruFocus data, these were SCHMIDT P J INVESTMENT MANAGEMENT INC’s top five trades of the quarter.

Alphabet Inc


SCHMIDT P J INVESTMENT MANAGEMENT INC reduced their investment in NAS:GOOG by 2,116,149 shares. The trade had a 2.65% impact on the equity portfolio. During the quarter, the stock traded for an average price of $111.66.

On 02/02/2023, Alphabet Inc traded for a price of $101.43 per share and a market cap of $1,305.64Bil. The stock has returned -26.45% 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 20.14, a price-book ratio of 5.14, a price-earnings-to-growth (PEG) ratio of 0.75, a EV-to-Ebitda ratio of 12.73 and a price-sales ratio of 4.73.

The price-to-GF Value ratio is 0.72, earning the stock a GF Value rank of 10.

iShares iBonds Dec 2024 Term Treasury ETF


The guru established a new position worth 276,974 shares in NAS:IBTE, giving the stock a 1.59% weight in the equity portfolio. Shares traded for an average price of $24.17 during the quarter.

On 02/02/2023, iShares iBonds Dec 2024 Term Treasury ETF traded for a price of $23.9 per share and a market cap of $1.83Bil. The stock has returned -3.28% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Nike Inc


SCHMIDT P J INVESTMENT MANAGEMENT INC reduced their investment in NYSE:NKE by 23,032 shares. The trade had a 0.55% impact on the equity portfolio. During the quarter, the stock traded for an average price of $107.65.

On 02/02/2023, Nike Inc traded for a price of $129.5 per share and a market cap of $200.80Bil. The stock has returned -11.94% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Nike Inc has a price-earnings ratio of 36.48, a price-book ratio of 13.15, a price-earnings-to-growth (PEG) ratio of 4.29, a EV-to-Ebitda ratio of 27.17 and a price-sales ratio of 4.11.

The price-to-GF Value ratio is 0.87, earning the stock a GF Value rank of 7.

Vanguard Short-Term Government Bond ETF


The guru established a new position worth 23,866 shares in NAS:VGSH, giving the stock a 0.33% weight in the equity portfolio. Shares traded for an average price of $58.41 during the quarter.

On 02/02/2023, Vanguard Short-Term Government Bond ETF traded for a price of $58.24 per share and a market cap of $19.06Bil. The stock has returned -2.42% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Johnson & Johnson


SCHMIDT P J INVESTMENT MANAGEMENT INC reduced their investment in NYSE:JNJ by 8,929 shares. The trade had a 0.32% impact on the equity portfolio. During the quarter, the stock traded for an average price of $169.22.

On 02/02/2023, Johnson & Johnson traded for a price of $164.92 per share and a market cap of $431.18Bil. The stock has returned -0.87% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Johnson & Johnson has a price-earnings ratio of 24.47, a price-book ratio of 5.78, a price-earnings-to-growth (PEG) ratio of 6.27, a EV-to-Ebitda ratio of 15.06 and a price-sales ratio of 4.64.

The price-to-GF Value ratio is 0.93, earning the stock a GF Value rank of 6.


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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