BOSTON RESEARCH & 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.
40 BEACH STREET MANCHESTER, MA 01944
As of the latest 13F report, the guru’s equity portfolio contained 106 stocks valued at a total of $323.00Mil. The top holdings were IVV(4.33%), MSFT(3.73%), and ABBV(2.69%).
According to GuruFocus data, these were BOSTON RESEARCH & MANAGEMENT INC’s top five trades of the quarter.
iShares Core S&P 500 ETF
During the quarter, BOSTON RESEARCH & MANAGEMENT INC bought 4,433 shares of ARCA:IVV for a total holding of 36,418. The trade had a 0.53% impact on the equity portfolio. During the quarter, the stock traded for an average price of $384.6.
On 02/15/2023, iShares Core S&P 500 ETF traded for a price of $414.62 per share and a market cap of $311.73Bil. The stock has returned -4.47% 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 20.37 and a price-book ratio of 3.76.
Verizon Communications Inc
BOSTON RESEARCH & MANAGEMENT INC reduced their investment in NYSE:VZ by 29,068 shares. The trade had a 0.38% impact on the equity portfolio. During the quarter, the stock traded for an average price of $37.68.
On 02/15/2023, Verizon Communications Inc traded for a price of $40.33 per share and a market cap of $169.38Bil. The stock has returned -19.44% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Verizon Communications Inc has a price-earnings ratio of 7.97, a price-book ratio of 1.86, a price-earnings-to-growth (PEG) ratio of 2.57, a EV-to-Ebitda ratio of 7.00 and a price-sales ratio of 1.24.
The price-to-GF Value ratio is 0.73, earning the stock a GF Value rank of 10.
The Western Union Co
The guru sold out of their 71,747-share investment in NYSE:WU. Previously, the stock had a 0.33% weight in the equity portfolio. Shares traded for an average price of $13.81 during the quarter.
On 02/15/2023, The Western Union Co traded for a price of $14.1 per share and a market cap of $5.27Bil. The stock has returned -24.04% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, The Western Union Co has a price-earnings ratio of 6.03, a price-book ratio of 11.02, a price-earnings-to-growth (PEG) ratio of 0.62, a EV-to-Ebitda ratio of 5.20 and a price-sales ratio of 1.21.
The price-to-GF Value ratio is 0.76, earning the stock a GF Value rank of 10.
The Walt Disney Co
BOSTON RESEARCH & MANAGEMENT INC reduced their investment in NYSE:DIS by 9,273 shares. The trade had a 0.3% impact on the equity portfolio. During the quarter, the stock traded for an average price of $95.65000000000001.
On 02/15/2023, The Walt Disney Co traded for a price of $107.66 per share and a market cap of $196.67Bil. The stock has returned -28.63% 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 59.15, a price-book ratio of 1.99, a EV-to-Ebitda ratio of 19.36 and a price-sales ratio of 2.36.
The price-to-GF Value ratio is 0.69, earning the stock a GF Value rank of 10.
Amazon.com Inc
BOSTON RESEARCH & MANAGEMENT INC reduced their investment in NAS:AMZN by 5,166 shares. The trade had a 0.2% impact on the equity portfolio. During the quarter, the stock traded for an average price of $98.78.
On 02/15/2023, Amazon.com Inc traded for a price of $99.7 per share and a market cap of $1,021.65Bil. The stock has returned -35.75% 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, Amazon.com Inc has a price-book ratio of 6.96, a EV-to-Ebitda ratio of 28.42 and a price-sales ratio of 1.93.
The price-to-GF Value ratio is 0.50, 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.
Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!
This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.
