FORSTA AP-FONDEN 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.
REGERINGSGATAN 28 STOCKHOLM, V7 10325
As of the latest 13F report, the guru’s equity portfolio contained 532 stocks valued at a total of $8.86Bil. The top holdings were
According to GuruFocus data, these were FORSTA AP-FONDEN’s top five trades of the quarter.
NextEra Energy Inc
FORSTA AP-FONDEN reduced their investment in NYSE:NEE by 1,047,200 shares. The trade had a 1% impact on the equity portfolio. During the quarter, the stock traded for an average price of $80.78.
On 02/02/2023, NextEra Energy Inc traded for a price of $75.73 per share and a market cap of $150.49Bil. The stock has returned -0.32% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, NextEra Energy Inc has a price-earnings ratio of 36.17, a price-book ratio of 3.84, a EV-to-Ebitda ratio of 22.51 and a price-sales ratio of 7.14.
The price-to-GF Value ratio is 0.83, earning the stock a GF Value rank of 9.
Apple Inc
During the quarter, FORSTA AP-FONDEN bought 655,400 shares of NAS:AAPL for a total holding of 4,516,100. The trade had a 0.96% impact on the equity portfolio. During the quarter, the stock traded for an average price of $142.91.
On 02/02/2023, Apple Inc traded for a price of $149.6001 per share and a market cap of $2,369.10Bil. The stock has returned -14.04% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 24.48, a price-book ratio of 47.04, a price-earnings-to-growth (PEG) ratio of 1.41, a EV-to-Ebitda ratio of 17.79 and a price-sales ratio of 6.23.
The price-to-GF Value ratio is 0.86, earning the stock a GF Value rank of 9.
Union Pacific Corp
FORSTA AP-FONDEN reduced their investment in NYSE:UNP by 338,900 shares. The trade had a 0.8100000000000001% impact on the equity portfolio. During the quarter, the stock traded for an average price of $205.11.
On 02/02/2023, Union Pacific Corp traded for a price of $213.69 per share and a market cap of $131.38Bil. The stock has returned -12.54% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Union Pacific Corp has a price-earnings ratio of 19.05, a price-book ratio of 10.80, a price-earnings-to-growth (PEG) ratio of 2.24, a EV-to-Ebitda ratio of 12.77 and a price-sales ratio of 5.35.
The price-to-GF Value ratio is 0.79, earning the stock a GF Value rank of 10.
Microsoft Corp
During the quarter, FORSTA AP-FONDEN bought 288,200 shares of NAS:MSFT for a total holding of 2,000,000. The trade had a 0.78% impact on the equity portfolio. During the quarter, the stock traded for an average price of $239.99.
On 02/02/2023, Microsoft Corp traded for a price of $261.81 per share and a market cap of $1,948.86Bil. The stock has returned -15.40% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Microsoft Corp has a price-earnings ratio of 29.09, a price-book ratio of 10.65, a price-earnings-to-growth (PEG) ratio of 1.41, a EV-to-Ebitda ratio of 18.63 and a price-sales ratio of 9.61.
The price-to-GF Value ratio is 0.84, earning the stock a GF Value rank of 9.
American Tower Corp
FORSTA AP-FONDEN reduced their investment in NYSE:AMT by 252,500 shares. The trade had a 0.67% impact on the equity portfolio. During the quarter, the stock traded for an average price of $208.14.
On 02/02/2023, American Tower Corp traded for a price of $227.1 per share and a market cap of $105.74Bil. The stock has returned -7.06% 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, American Tower Corp has a price-earnings ratio of 36.05, a price-book ratio of 16.83, a price-earnings-to-growth (PEG) ratio of 3.76, a EV-to-Ebitda ratio of 20.64 and a price-sales ratio of 9.99.
The price-to-GF Value ratio is 0.75, earning the stock a GF Value rank of 10.
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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