BOSTON FINANCIAL MANGEMENT 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.
255 STATE STREET, 6TH FLOOR BOSTON, MA 02109
As of the latest 13F report, the guru’s equity portfolio contained 318 stocks valued at a total of $2.49Bil. The top holdings were
According to GuruFocus data, these were BOSTON FINANCIAL MANGEMENT LLC’s top five trades of the quarter.
SPDR Portfolio Short Term Corporate Bond ETF
BOSTON FINANCIAL MANGEMENT LLC reduced their investment in ARCA:SPSB by 1,496,963 shares. The trade had a 1.9% impact on the equity portfolio. During the quarter, the stock traded for an average price of $29.13.
On 01/28/2023, SPDR Portfolio Short Term Corporate Bond ETF traded for a price of $29.65 per share and a market cap of $7.88Bil. The stock has returned -1.61% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares 1-3 Year Credit Bond ETF
During the quarter, BOSTON FINANCIAL MANGEMENT LLC bought 926,065 shares of NAS:IGSB for a total holding of 935,641. The trade had a 1.85% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.4.
On 01/28/2023, iShares 1-3 Year Credit Bond ETF traded for a price of $50.54 per share and a market cap of $24.07Bil. The stock has returned -3.27% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Short-Term Corporate Bond ETF
BOSTON FINANCIAL MANGEMENT LLC reduced their investment in NAS:VCSH by 423,754 shares. The trade had a 1.37% impact on the equity portfolio. During the quarter, the stock traded for an average price of $74.43000000000001.
On 01/28/2023, Vanguard Short-Term Corporate Bond ETF traded for a price of $76.25 per share and a market cap of $41.83Bil. The stock has returned -3.06% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares U.S. Credit Bond ETF
The guru established a new position worth 352,581 shares in NAS:USIG, giving the stock a 0.7% weight in the equity portfolio. Shares traded for an average price of $48.59 during the quarter.
On 01/28/2023, iShares U.S. Credit Bond ETF traded for a price of $51.03 per share and a market cap of $7.95Bil. The stock has returned -9.55% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Crown Castle Inc
BOSTON FINANCIAL MANGEMENT LLC reduced their investment in NYSE:CCI by 93,203 shares. The trade had a 0.58% impact on the equity portfolio. During the quarter, the stock traded for an average price of $135.23.
On 01/28/2023, Crown Castle Inc traded for a price of $146.07 per share and a market cap of $62.19Bil. The stock has returned -11.58% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Crown Castle Inc has a price-earnings ratio of 37.84, a price-book ratio of 8.49, a price-earnings-to-growth (PEG) ratio of 4.16, a EV-to-Ebitda ratio of 22.56 and a price-sales ratio of 8.93.
The price-to-GF Value ratio is 0.76, earning the stock a GF Value rank of 9.
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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