BANK HAPOALIM BM recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
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.
Bank Hapoalim B M TEL AVIV, L3 00000
As of the latest 13F report, the guru’s equity portfolio contained 174 stocks valued at a total of $802.00Mil. The top holdings were VT(4.01%), ACWI(3.93%), and VEA(3.66%).
According to GuruFocus data, these were BANK HAPOALIM BM’s top five trades of the quarter.
Vanguard Health Care ETF
During the quarter, BANK HAPOALIM BM bought 60,637 shares of ARCA:VHT for a total holding of 79,447. The trade had a 1.78% impact on the equity portfolio. During the quarter, the stock traded for an average price of $240.5.
On 07/27/2022, Vanguard Health Care ETF traded for a price of $242.31 per share and a market cap of $16.47Bil. The stock has returned -3.15% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Health Care ETF has a price-earnings ratio of 22.51 and a price-book ratio of 4.53.
Consumer Staples Select Sector SPDR
The guru established a new position worth 194,000 shares in ARCA:XLP, giving the stock a 1.75% weight in the equity portfolio. Shares traded for an average price of $74.59 during the quarter.
On 07/27/2022, Consumer Staples Select Sector SPDR traded for a price of $73.15 per share and a market cap of $15.20Bil. The stock has returned 5.22% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Consumer Staples Select Sector SPDR has a price-earnings ratio of 22.85 and a price-book ratio of 5.30.
Invesco KBW Bank ETF
During the quarter, BANK HAPOALIM BM bought 264,857 shares of NAS:KBWB for a total holding of 381,304. The trade had a 1.71% impact on the equity portfolio. During the quarter, the stock traded for an average price of $57.01.
On 07/27/2022, Invesco KBW Bank ETF traded for a price of $54.13 per share and a market cap of $1.73Bil. The stock has returned -11.34% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Invesco KBW Bank ETF has a price-earnings ratio of 8.83 and a price-book ratio of 1.07.
iShares Core S&P Mid-Cap ETF
The guru sold out of their 56,000-share investment in ARCA:IJH. Previously, the stock had a 1.57% weight in the equity portfolio. Shares traded for an average price of $246.56 during the quarter.
On 07/27/2022, iShares Core S&P Mid-Cap ETF traded for a price of $240.2 per share and a market cap of $59.40Bil. The stock has returned -9.17% 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 Mid-Cap ETF has a price-earnings ratio of 12.34 and a price-book ratio of 2.05.
S&P 500 ETF TRUST ETF
BANK HAPOALIM BM reduced their investment in ARCA:SPY by 35,439 shares. The trade had a 1.53% impact on the equity portfolio. During the quarter, the stock traded for an average price of $408.8.
On 07/27/2022, S&P 500 ETF TRUST ETF traded for a price of $395.0924 per share and a market cap of $356.11Bil. The stock has returned -10.11% over the past year.
GuruFocus gives the ETF a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, S&P 500 ETF TRUST ETF has a price-earnings ratio of 18.19, a price-book ratio of 3.53, a price-earnings-to-growth (PEG) ratio of 2.22, a EV-to-Ebitda ratio of 14.06 and a price-sales ratio of 2.82.
The price-to-GF Value ratio is 0.00, 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.
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