NICHOLS & PRATT ADVISERS LLP /MA 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.
50 CONGRESS STREET BOSTON, MA 02109
As of the latest 13F report, the guru’s equity portfolio contained 97 stocks valued at a total of $1.24Bil. The top holdings were JNJ(7.50%), ADP(6.62%), and AAPL(6.51%).
According to GuruFocus data, these were NICHOLS & PRATT ADVISERS LLP /MA’s top five trades of the quarter.
Rentokil Initial PLC
The guru established a new position worth 249,819 shares in NYSE:RTO, giving the stock a 0.62% weight in the equity portfolio. Shares traded for an average price of $30.57 during the quarter.
On 02/03/2023, Rentokil Initial PLC traded for a price of $30.52 per share and a market cap of $15.38Bil. The stock has returned -13.11% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Rentokil Initial PLC has a price-earnings ratio of 33.10, a price-book ratio of 6.47, a price-earnings-to-growth (PEG) ratio of 8.71, a EV-to-Ebitda ratio of 20.14 and a price-sales ratio of 3.04.
The price-to-GF Value ratio is 0.73, earning the stock a GF Value rank of 10.
Terminix Global Holdings Inc
The guru sold out of their 164,373-share investment in NYSE:TMX. Previously, the stock had a 0.5600000000000001% weight in the equity portfolio. Shares traded for an average price of $38.97 during the quarter.
On 02/03/2023, Terminix Global Holdings Inc traded for a price of $37.87 per share and a market cap of $4.60Bil. The stock has returned -5.51% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Terminix Global Holdings Inc has a price-earnings ratio of 71.45, a price-book ratio of 1.89, a price-earnings-to-growth (PEG) ratio of 3.40, a EV-to-Ebitda ratio of 18.89 and a price-sales ratio of 2.21.
The price-to-GF Value ratio is 0.76, earning the stock a GF Value rank of 9.
The Walt Disney Co
NICHOLS & PRATT ADVISERS LLP /MA reduced their investment in NYSE:DIS by 8,511 shares. The trade had a 0.07000000000000001% impact on the equity portfolio. During the quarter, the stock traded for an average price of $95.65000000000001.
On 02/03/2023, The Walt Disney Co traded for a price of $111.22 per share and a market cap of $203.18Bil. The stock has returned -20.27% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, The Walt Disney Co has a price-earnings ratio of 64.66, a price-book ratio of 2.08, a EV-to-Ebitda ratio of 20.53 and a price-sales ratio of 2.49.
The price-to-GF Value ratio is 0.68, earning the stock a GF Value rank of 8.
Novartis AG
NICHOLS & PRATT ADVISERS LLP /MA reduced their investment in NYSE:NVS by 9,708 shares. The trade had a 0.07000000000000001% impact on the equity portfolio. During the quarter, the stock traded for an average price of $84.23.
On 02/03/2023, Novartis AG traded for a price of $85.75 per share and a market cap of $182.06Bil. The stock has returned 3.15% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Novartis AG has a price-earnings ratio of 27.14, a price-book ratio of 3.03, a price-earnings-to-growth (PEG) ratio of 4.76, a EV-to-Ebitda ratio of 11.72 and a price-sales ratio of 3.46.
The price-to-GF Value ratio is 0.91, earning the stock a GF Value rank of 6.
Woodside Energy Group Ltd
During the quarter, NICHOLS & PRATT ADVISERS LLP /MA bought 32,057 shares of NYSE:WDS for a total holding of 199,508. The trade had a 0.06% impact on the equity portfolio. During the quarter, the stock traded for an average price of $23.72.
On 02/03/2023, Woodside Energy Group Ltd traded for a price of $24.72 per share and a market cap of $47.87Bil. The stock has returned 45.13% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Woodside Energy Group Ltd has a price-earnings ratio of 7.85, a price-book ratio of 1.44, a EV-to-Ebitda ratio of 6.14 and a price-sales ratio of 2.55.
The price-to-GF Value ratio is 0.42, earning the stock a GF Value rank of 4.
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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