YHB Investment Advisors, 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.
29 South Main St., Ste. 306 West Hartford, CT 06107-2417
As of the latest 13F report, the guru’s equity portfolio contained 283 stocks valued at a total of $937.00Mil. The top holdings were AAPL(5.66%), MSFT(4.54%), and TMO(3.04%).
According to GuruFocus data, these were YHB Investment Advisors, Inc.’s top five trades of the quarter.
Meta Platforms Inc
YHB Investment Advisors, Inc. reduced their investment in NAS:META by 26,206 shares. The trade had a 0.44% impact on the equity portfolio. During the quarter, the stock traded for an average price of $162.08.
On 01/12/2023, Meta Platforms Inc traded for a price of $136.54 per share and a market cap of $358.14Bil. The stock has returned -60.26% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Meta Platforms Inc has a price-earnings ratio of 13.02, a price-book ratio of 2.93, a price-earnings-to-growth (PEG) ratio of 0.49, a EV-to-Ebitda ratio of 7.67 and a price-sales ratio of 3.16.
The price-to-GF Value ratio is 0.35, earning the stock a GF Value rank of 4.
iShares Core S&P Small-Cap ETF
During the quarter, YHB Investment Advisors, Inc. bought 34,854 shares of ARCA:IJR for a total holding of 138,143. The trade had a 0.34% impact on the equity portfolio. During the quarter, the stock traded for an average price of $96.67.
On 01/12/2023, iShares Core S&P Small-Cap ETF traded for a price of $100.6099 per share and a market cap of $68.89Bil. The stock has returned -11.23% 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 Small-Cap ETF has a price-earnings ratio of 12.37 and a price-book ratio of 1.76.
iShares Core S&P Mid-Cap ETF
During the quarter, YHB Investment Advisors, Inc. bought 13,357 shares of ARCA:IJH for a total holding of 74,921. The trade had a 0.33% impact on the equity portfolio. During the quarter, the stock traded for an average price of $240.38.
On 01/12/2023, iShares Core S&P Mid-Cap ETF traded for a price of $255.8 per share and a market cap of $67.17Bil. The stock has returned -7.84% 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 13.72 and a price-book ratio of 2.30.
JPMorgan Ultra-Short Income ETF
YHB Investment Advisors, Inc. reduced their investment in ARCA:JPST by 62,596 shares. The trade had a 0.33% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.87.
On 01/12/2023, JPMorgan Ultra-Short Income ETF traded for a price of $50.205 per share and a market cap of $24.43Bil. The stock has returned 0.95% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR Blackstone Senior Loan ETF
YHB Investment Advisors, Inc. reduced their investment in ARCA:SRLN by 56,802 shares. The trade had a 0.25% impact on the equity portfolio. During the quarter, the stock traded for an average price of $41.92.
On 01/12/2023, SPDR Blackstone Senior Loan ETF traded for a price of $41.935 per share and a market cap of $6.11Bil. The stock has returned -3.42% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
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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