Prime 5 4th Quarter Trades of Mo


Monte Monetary Group, LLC
not too long ago filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.

The 13F report particulars which shares have been in a guru’s fairness portfolio on the finish of the quarter, although buyers ought to notice that these filings are restricted in scope, containing solely a snapshot of lengthy positions in U.S.-listed shares and American depository receipts as of the quarter’s finish. They don’t seem to be required to incorporate worldwide holdings, quick positions or different sorts of investments. Nonetheless, even this restricted submitting can present worthwhile info.

30 Lengthy Hill Street Guilford, CT 06437

As of the most recent 13F report, the guru’s fairness portfolio contained 84 shares valued at a complete of $194.00Mil. The highest holdings have been
CVX(3.52%),
CVS(3.44%),
and
IBM(3.40%).

In keeping with GuruFocus knowledge, these have been Monte Monetary Group, LLC’s prime 5 trades of the quarter.

Southern Co

Monte Monetary Group, LLC diminished their funding in NYSE:SO by 51,984 shares. The commerce had a 2.16% influence on the fairness portfolio. In the course of the quarter, the inventory traded for a mean worth of $75.75.

On 01/23/2023, Southern Co traded for a worth of $66.86 per share and a market cap of $72.79Bil. The inventory has returned 2.56% over the previous 12 months.

GuruFocus offers the corporate a monetary energy score of three out of 10 and a profitability score of seven out of 10.

By way of valuation, Southern Co has

a price-earnings ratio of 21.23,

a price-book ratio of two.33,

a price-earnings-to-growth (PEG) ratio of 6.07,

a EV-to-Ebitda ratio of 12.86 and

a price-sales ratio of two.58.

The value-to-GF Worth ratio is 0.91, incomes the inventory a GF Worth rank of 6.

Stanley Black & Decker Inc

In the course of the quarter, Monte Monetary Group, LLC purchased 39,341 shares of NYSE:SWK for a complete holding of 44,793. The commerce had a 1.81% influence on the fairness portfolio. In the course of the quarter, the inventory traded for a mean worth of $96.2.

On 01/23/2023, Stanley Black & Decker Inc traded for a worth of $88.47 per share and a market cap of $13.09Bil. The inventory has returned -47.90% over the previous 12 months.

GuruFocus offers the corporate a monetary energy score of 4 out of 10 and a profitability score of seven out of 10.

By way of valuation, Stanley Black & Decker Inc has

a price-earnings ratio of 9.70,

a price-book ratio of 1.47,

a price-earnings-to-growth (PEG) ratio of 21.31,

a EV-to-Ebitda ratio of 16.88 and

a price-sales ratio of 0.81.

The value-to-GF Worth ratio is 0.42, incomes the inventory a GF Worth rank of 4.

Garmin Ltd

The guru established a brand new place price 30,044 shares in NYSE:GRMN, giving the inventory a 1.48% weight within the fairness portfolio. Shares traded for a mean worth of $94.48999999999999 in the course of the quarter.

On 01/23/2023, Garmin Ltd traded for a worth of $98.51000000000001 per share and a market cap of $18.88Bil. The inventory has returned -16.53% over the previous 12 months.

GuruFocus offers the corporate a monetary energy score of 8 out of 10 and a profitability score of 8 out of 10.

By way of valuation, Garmin Ltd has

a price-earnings ratio of 19.74,

a price-book ratio of three.22,

a price-earnings-to-growth (PEG) ratio of 1.42,

a EV-to-Ebitda ratio of 13.87 and

a price-sales ratio of three.78.

The value-to-GF Worth ratio is 0.76, incomes the inventory a GF Worth rank of 10.

Automated Information Processing Inc

The guru offered out of their 8,402-share funding in NAS:ADP. Beforehand, the inventory had a 1.03% weight within the fairness portfolio. Shares traded for a mean worth of $235.93 in the course of the quarter.

On 01/23/2023, Automated Information Processing Inc traded for a worth of $240.96 per share and a market cap of $99.96Bil. The inventory has returned 12.99% over the previous 12 months.

GuruFocus offers the corporate a monetary energy score of 6 out of 10 and a profitability score of 9 out of 10.

By way of valuation, Automated Information Processing Inc has

a price-earnings ratio of 33.33,

a price-book ratio of 38.80,

a price-earnings-to-growth (PEG) ratio of three.20,

a EV-to-Ebitda ratio of twenty-two.14 and

a price-sales ratio of 6.16.

The value-to-GF Worth ratio is 1.03, incomes the inventory a GF Worth rank of 5.

Worldwide Paper Co

In the course of the quarter, Monte Monetary Group, LLC purchased 37,576 shares of NYSE:IP for a complete holding of 122,819. The commerce had a 0.73% influence on the fairness portfolio. In the course of the quarter, the inventory traded for a mean worth of $40.88.

On 01/23/2023, Worldwide Paper Co traded for a worth of $37.47 per share and a market cap of $13.33Bil. The inventory has returned -16.83% over the previous 12 months.

GuruFocus offers the corporate a monetary energy score of 5 out of 10 and a profitability score of seven out of 10.

By way of valuation, Worldwide Paper Co has

a price-earnings ratio of seven.14,

a price-book ratio of 1.40,

a EV-to-Ebitda ratio of 6.85 and

a price-sales ratio of 0.65.

The value-to-GF Worth ratio is 0.68, incomes the inventory a GF Worth rank of 10.

Please notice, the numbers and details quoted are as of the writing of this text and will not issue within the newest buying and selling knowledge or firm bulletins.

When GuruFocus covers insider info, we solely observe open market or the non-public buy and sale of frequent inventory with the transaction code of P or S. Subsequently, all of the transactions talked about on this article are solely those with transaction code of P or S.

Need to present suggestions on this text? Have questions or considerations? Get in contact with us right here, or e mail us at [email protected]!

This text is normal in nature and doesn’t signify the opinions of GuruFocus or any of its associates. This text just isn’t supposed to be monetary recommendation, nor does it represent funding recommendation or suggestions. It was written with out regard to your particular person state of affairs or monetary targets. We purpose to convey you elementary, data-driven evaluation, The data on this website is by no means assured for completeness, accuracy or in another means.

Supply hyperlink

Leave a Reply

Your email address will not be published. Required fields are marked *