First personal financial service – GuruFocus.com

First personal financial services recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

521 E. MOREHEAD STREET CHARLOTTE, North Carolina 28202

According to the latest 13F report, the guru’s stock portfolio contained 333 stocks valued at a total of $357.00 million. The leading stocks were ACN (3.34%), GOOGL (2.92%) and WM (2.77%).

According to data from GuruFocus, these were the top five trades for First Personal Financial Services in the quarter.

Cerner Corp.

The guru sold his 22,410 share investment in NAS:CERN. Previously, the stock had a weighting of 0.49% in the equity portfolio. The shares traded at an average price of $93.94 during the quarter.

On 7/25/2022, Cerner Corp traded at a price of $94.92 per share and a market capitalization of $27.92 billion. The stock has returned 20.58% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Cerner Corp has a price/earnings ratio of 43.38, a price/book ratio of 6.88, a price/earnings/growth (PEG) ratio of 2.65, an EV/Ebitda ratio of 17.47 and a price-to-sales ratio of 4.46.

The GF price/value ratio is 1.16, giving the stock a GF value rank of 3.

Cal-Maine Foods Inc

First Personal Financial Services reduced its investment in NAS:CALM by 25,132 shares. The transaction had an impact of 0.33% on the equity portfolio. During the quarter, the stock traded at an average price of $50.81.

On 7/25/2022, Cal-Maine Foods Inc traded at a price of $56.85 per share and a market capitalization of $2.78 billion. The stock has returned 62.41% over the past year.

GuruFocus gives the company a financial strength rating of 10 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Cal-Maine Foods Inc has a Price to Earnings Ratio of 20.90, a Price to Pounds Ratio of 2.51, an EV to Ebitda Ratio of 11.14 and a Price to Sales Ratio of 1. 55.

The GF price-to-value ratio is 1.07, giving the stock a GF value rank of 5.

iShares Core S&P 500 ETF

First Personal Financial Services reduced its investment in ARCA:IVV by 2,779 shares. The transaction had an impact of 0.29% on the equity portfolio. During the quarter, the stock traded at an average price of $411.02.

On 07/25/2022, iShares Core S&P 500 ETF traded at a price of $397.65 per share and a market capitalization of $293.29 billion. The title returned -8.77% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, iShares Core S&P 500 ETF has a price-to-earnings ratio of 18.40 and a price-to-book ratio of 3.55.

Electronic Arts Inc.

First Personal Financial Services reduced its investment in NAS:EA by 8,964 shares. The transaction had an impact of 0.26% on the equity portfolio. During the quarter, the stock traded at an average price of $127.5.

On 7/25/2022, Electronic Arts Inc traded at a price of $129.92 per share and a market capitalization of $36.29 billion. The stock has returned -9.91% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Electronic Arts Inc has a price/earnings ratio of 47.08, a price/book ratio of 4.77, a price/earnings/growth (PEG) ratio of 19.62, an EV/Ebitda ratio of 21.64 and a price-to-sales ratio of 5.32.

The GF price-to-value ratio is 0.80, giving the stock a GF value rank of 9.

Sherwin-Williams Co.

The guru sold his 3,975 stock investment in NYSE:SHW. Previously, the stock had a weighting of 0.23% in the equity portfolio. The shares traded at an average price of $256.45 during the quarter.

On 7/25/2022, Sherwin-Williams Co traded at a price of $259.01 per share and a market capitalization of $67.38 billion. The stock has returned -8.62% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Sherwin-Williams Co has a price/earnings ratio of 37.76, a price/book ratio of 30.16, a price/earnings/growth (PEG) ratio of 2.84, an EV/ Ebitda of 25.51 and a price-to-sales ratio of 3.38.

The GF price/value ratio is 0.93, giving the stock a GF value rank of 6.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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