Covestor Ltd 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.
175 FEDERAL STREET BOSTON, MA 02110
As of the latest 13F report, the guru’s equity portfolio contained 2800 stocks valued at a total of $0.00Mil. The top holdings were TSLA(1.47%), VEA(0.91%), and JOE(0.86%).
According to GuruFocus data, these were Covestor Ltd’s top five trades of the quarter.
Twitter Inc
The guru sold out of their 26,299-share investment in NYSE:TWTR. Previously, the stock had a 1.02% weight in the equity portfolio. Shares traded for an average price of $50.72 during the quarter.
On 02/15/2023, Twitter Inc traded for a price of $53.7 per share and a market cap of $41.09Bil. The stock has returned -2.03% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Twitter Inc has a price-book ratio of 6.98, a EV-to-Ebitda ratio of 66.62 and a price-sales ratio of 8.22.
The price-to-GF Value ratio is 0.93, earning the stock a GF Value rank of 6.
Lions Gate Entertainment Corp
The guru established a new position worth 132,024 shares in NYSE:LGF.A, giving the stock a 0.61% weight in the equity portfolio. Shares traded for an average price of $7.06 during the quarter.
On 02/15/2023, Lions Gate Entertainment Corp traded for a price of $10.5292 per share and a market cap of $2.31Bil. The stock has returned -27.42% over the past year.
GuruFocus gives the company a financial strength rating of 2 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Lions Gate Entertainment Corp has a price-book ratio of 2.56, a EV-to-Ebitda ratio of 28.87 and a price-sales ratio of 0.59.
The price-to-GF Value ratio is 1.02, earning the stock a GF Value rank of 6.
NCR Corp
The guru established a new position worth 20,802 shares in NYSE:NCR, giving the stock a 0.4% weight in the equity portfolio. Shares traded for an average price of $21.68 during the quarter.
On 02/15/2023, NCR Corp traded for a price of $26.88 per share and a market cap of $3.71Bil. The stock has returned -38.04% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, NCR Corp has a price-earnings ratio of 92.69, a price-book ratio of 2.51, a price-earnings-to-growth (PEG) ratio of 25.45, a EV-to-Ebitda ratio of 8.58 and a price-sales ratio of 0.47.
The price-to-GF Value ratio is 0.74, earning the stock a GF Value rank of 10.
Direxion Daily S&P 500 Bull 3X Shares
The guru established a new position worth 6,969 shares in ARCA:SPXL, giving the stock a 0.35% weight in the equity portfolio. Shares traded for an average price of $64.41 during the quarter.
On 02/15/2023, Direxion Daily S&P 500 Bull 3X Shares traded for a price of $75.73999999999999 per share and a market cap of $2.73Bil. The stock has returned -35.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Direxion Daily S&P 500 Bull 3X Shares has a price-earnings ratio of 20.14 and a price-book ratio of 3.74.
Lions Gate Entertainment Corp
Covestor Ltd reduced their investment in NYSE:LGF.B by 54,034 shares. The trade had a 0.33% impact on the equity portfolio. During the quarter, the stock traded for an average price of $6.63.
On 02/15/2023, Lions Gate Entertainment Corp traded for a price of $9.83 per share and a market cap of $2.31Bil. The stock has returned -26.85% over the past year.
GuruFocus gives the company a financial strength rating of 2 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Lions Gate Entertainment Corp has a price-book ratio of 2.55, a EV-to-Ebitda ratio of 28.89 and a price-sales ratio of 0.58.
The price-to-GF Value ratio is 1.00, earning the stock a GF Value rank of 5.
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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