Seven Post Investment Office LP 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.
One Montgomery Street, Suite 3150 San Francisco, CA 94104
As of the latest 13F report, the guru’s equity portfolio contained 55 stocks valued at a total of $284.00Mil. The top holdings were
According to GuruFocus data, these were Seven Post Investment Office LP’s top five trades of the quarter.
Prologis Inc
During the quarter, Seven Post Investment Office LP bought 62,700 shares of NYSE:PLD for a total holding of 154,127. The trade had a 2.48% impact on the equity portfolio. During the quarter, the stock traded for an average price of $124.02.
On 02/01/2023, Prologis Inc traded for a price of $129.28 per share and a market cap of $119.34Bil. The stock has returned -15.61% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Prologis Inc has a price-earnings ratio of 23.99, a price-book ratio of 2.72, a price-earnings-to-growth (PEG) ratio of 5.85, a EV-to-Ebitda ratio of 21.81 and a price-sales ratio of 18.01.
The price-to-GF Value ratio is 0.98, earning the stock a GF Value rank of 6.
Vanguard Real Estate Index Fund ETF
Seven Post Investment Office LP reduced their investment in ARCA:VNQ by 22,288 shares. The trade had a 0.76% impact on the equity portfolio. During the quarter, the stock traded for an average price of $92.59.
On 02/01/2023, Vanguard Real Estate Index Fund ETF traded for a price of $91.06 per share and a market cap of $36.58Bil. The stock has returned -11.09% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Real Estate Index Fund ETF has a price-earnings ratio of 23.47 and a price-book ratio of 2.25.
Vanguard Small Cap ETF
The guru established a new position worth 10,918 shares in ARCA:VB, giving the stock a 0.73% weight in the equity portfolio. Shares traded for an average price of $188.16 during the quarter.
On 02/01/2023, Vanguard Small Cap ETF traded for a price of $202.18 per share and a market cap of $45.36Bil. The stock has returned -1.37% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Small Cap ETF has a price-earnings ratio of 12.62 and a price-book ratio of 2.11.
Vanguard Mid-Cap ETF
During the quarter, Seven Post Investment Office LP bought 8,718 shares of ARCA:VO for a total holding of 10,415. The trade had a 0.64% impact on the equity portfolio. During the quarter, the stock traded for an average price of $208.25.
On 02/01/2023, Vanguard Mid-Cap ETF traded for a price of $220.02 per share and a market cap of $54.11Bil. The stock has returned -4.77% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Mid-Cap ETF has a price-earnings ratio of 16.98 and a price-book ratio of 2.74.
iShares Core S&P Mid-Cap ETF
The guru sold out of their 7,605-share investment in ARCA:IJH. Previously, the stock had a 0.64% weight in the equity portfolio. Shares traded for an average price of $240.38 during the quarter.
On 02/01/2023, iShares Core S&P Mid-Cap ETF traded for a price of $264.29 per share and a market cap of $69.70Bil. The stock has returned 2.37% 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 13.92 and a price-book ratio of 2.33.
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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