Chandler Asset 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.
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As of the latest 13F report, the guru’s equity portfolio contained 22 stocks valued at a total of $347.00Mil. The top holdings were
According to GuruFocus data, these were Chandler Asset Management, Inc.’s top five trades of the quarter.
S&P 500 ETF TRUST ETF
The guru sold out of their 337-share investment in ARCA:SPY. Previously, the stock had a 0.03% weight in the equity portfolio. Shares traded for an average price of $382.87 during the quarter.
On 01/27/2023, S&P 500 ETF TRUST ETF traded for a price of $404.72 per share and a market cap of $378.66Bil. The stock has returned -5.09% 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 19.21, a price-book ratio of 3.59, a price-earnings-to-growth (PEG) ratio of 2.29, a EV-to-Ebitda ratio of 14.83 and a price-sales ratio of 2.80.
The price-to-GF Value ratio is 0.00, earning the stock a GF Value rank of 6.
Vanguard Short-Term Bond ETF
The guru sold out of their 975-share investment in ARCA:BSV. Previously, the stock had a 0.02% weight in the equity portfolio. Shares traded for an average price of $74.8 during the quarter.
On 01/27/2023, Vanguard Short-Term Bond ETF traded for a price of $76.17 per share and a market cap of $37.59Bil. The stock has returned -3.36% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Ultra-Short Bond ETF
The guru sold out of their 1,145-share investment in BATS:VUSB. Previously, the stock had a 0.02% weight in the equity portfolio. Shares traded for an average price of $48.69 during the quarter.
On 01/27/2023, Vanguard Ultra-Short Bond ETF traded for a price of $49.19 per share and a market cap of $3.28Bil. The stock has returned 0.22% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Phillips Edison & Co Inc
The guru sold out of their 1,347-share investment in NAS:PECO. Previously, the stock had a 0.01% weight in the equity portfolio. Shares traded for an average price of $30.75 during the quarter.
On 01/27/2023, Phillips Edison & Co Inc traded for a price of $32.68 per share and a market cap of $3.83Bil. The stock has returned 6.58% 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, Phillips Edison & Co Inc has a price-earnings ratio of 130.72, a price-book ratio of 1.70, a price-earnings-to-growth (PEG) ratio of 40.85, a EV-to-Ebitda ratio of 16.92 and a price-sales ratio of 7.41.
The price-to-GF Value ratio is 1.35, earning the stock a GF Value rank of 1.
WisdomTree EnhancedContinuous Commodity Index Fund
The guru sold out of their 780-share investment in ARCA:GCC. Previously, the stock had a 0% weight in the equity portfolio. Shares traded for an average price of $18.08 during the quarter.
On 01/27/2023, WisdomTree EnhancedContinuous Commodity Index Fund traded for a price of $18.64 per share and a market cap of $191.99Mil. The stock has returned 4.48% 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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