Strid Group, LLC 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 45 stocks valued at a total of $420.00Mil. The top holdings were
According to GuruFocus data, these were Strid Group, LLC’s top five trades of the quarter.
Schwab Emerging Markets Equity ETF
The guru established a new position worth 325,388 shares in ARCA:SCHE, giving the stock a 1.83% weight in the equity portfolio. Shares traded for an average price of $22.86 during the quarter.
On 01/27/2023, Schwab Emerging Markets Equity ETF traded for a price of $26.18 per share and a market cap of $9.20Bil. The stock has returned -6.88% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab Emerging Markets Equity ETF has a price-earnings ratio of 11.11 and a price-book ratio of 1.68.
Vanguard FTSE Emerging Markets ETF
Strid Group, LLC reduced their investment in ARCA:VWO by 192,642 shares. The trade had a 1.78% impact on the equity portfolio. During the quarter, the stock traded for an average price of $37.6.
On 01/27/2023, Vanguard FTSE Emerging Markets ETF traded for a price of $42.96 per share and a market cap of $75.67Bil. The stock has returned -6.90% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE Emerging Markets ETF has a price-earnings ratio of 11.03 and a price-book ratio of 1.64.
iShares iBonds Dec 2022 Term Corporate ETF
The guru sold out of their 219,933-share investment in ARCA:IBDN. Previously, the stock had a 1.68% weight in the equity portfolio. Shares traded for an average price of $25.03 during the quarter.
On 01/27/2023, iShares iBonds Dec 2022 Term Corporate ETF traded for a price of $25.055 per share and a market cap of $1.20Bil. The stock has returned -0.22% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Core MSCI International Developed Markets ETF
The guru established a new position worth 107,160 shares in ARCA:IDEV, giving the stock a 1.43% weight in the equity portfolio. Shares traded for an average price of $53.49 during the quarter.
On 01/27/2023, iShares Core MSCI International Developed Markets ETF traded for a price of $60.91 per share and a market cap of $10.41Bil. The stock has returned -2.06% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI International Developed Markets ETF has a price-earnings ratio of 12.67 and a price-book ratio of 1.55.
Vanguard Total Stock Market ETF
During the quarter, Strid Group, LLC bought 27,913 shares of ARCA:VTI for a total holding of 33,143. The trade had a 1.27% impact on the equity portfolio. During the quarter, the stock traded for an average price of $191.88.
On 01/27/2023, Vanguard Total Stock Market ETF traded for a price of $203.94 per share and a market cap of $279.96Bil. The stock has returned -4.48% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Total Stock Market ETF has a price-earnings ratio of 18.05 and a price-book ratio of 3.31.
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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