Haverford Financial Services, – GuruFocus.com

Haverford Financial Services, Inc. recently filed its 13F report for the third quarter of 2022, which ended on 2022-09-30.

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.

THREE RADNOR CORPORATE CENTER Radnor, PA 19087-4541

According to the latest 13F report, the guru’s stock portfolio contained 64 stocks valued at a total of $327.00 million. The top holdings were AAPL (5.71%), UNH (5.41%) and CVS (5.19%).

According to data from GuruFocus, these were Haverford Financial Services, Inc.’s top five deals of the quarter.

Comcast Corporation

The guru sold his 74,102 share investment in NAS:CMCSA. Previously, the stock had a weighting of 0.85% in the equity portfolio. The shares traded at an average price of $37.39 during the quarter.

On 11/15/2022, Comcast Corp traded at a price of $34.13 per share and a market capitalization of $147.56 billion. The stock has returned -34.22% 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, Comcast Corp has a price/earnings ratio of 29.68, a price/book ratio of 1.84, a price/earnings/growth (PEG) ratio of 4.07, an EV/EBITDA ratio of 8.53 and a price-to-sales ratio of 1.27.

The GF price/value ratio is 0.65, giving the stock a GF value rank of 8.

Nike Inc.

During the quarter, Haverford Financial Services, Inc. purchased 16,130 shares of NYSE:NKE for a total equity stake of 78,268. The transaction had a 0.41% impact on the equity portfolio. During the quarter, the stock traded at an average price of $107.65.

On 11/15/2022, Nike Inc traded at a price of $104.39 per share and a market capitalization of $163.33 billion. The stock has returned -37.54% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Nike Inc has a price/earnings ratio of 29.57, a price/book ratio of 10.32, a price/earnings/growth (PEG) ratio of 3.48, an EV/Ebitda ratio of 23.18 and a price-to-sales ratio of 3.55.

The GF price/value ratio is 0.73, giving the stock a GF value rank of 9.

Union Pacific Corp.

The guru sold his 5,392 stock investment in NYSE:UNP. Previously, the stock had a weighting of 0.33% in the equity portfolio. The shares traded at an average price of $221.28 during the quarter.

On 11/15/2022, Union Pacific Corp traded at a price of $216.95 per share and a market capitalization of $133.38 billion. The stock has returned -8.47% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Union Pacific Corp has a price/earnings ratio of 19.35, a price/book ratio of 11.38, a price/earnings/growth (PEG) ratio of 2.28, an EV/Ebitda ratio of 13.27 and a price-to-sales ratio of 5.60.

The GF price/value ratio is 0.81, giving the stock a GF value rank of 9.

Aon PLC

During the quarter, Haverford Financial Services, Inc. purchased 3,436 shares of NYSE:AON for a total holding of 20,577. The transaction had a 0.28% impact on the equity portfolio. During the quarter, the stock traded at an average price of $282.68.

On 11/15/2022, Aon PLC traded at a price of $291.32 per share and a market capitalization of $60.26 billion. The stock has returned -2.27% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Aon PLC has a price/earnings ratio of 22.62, a price/earnings/growth (PEG) ratio of 1.71, an EV/EBITDA ratio of 17.05 and a price/sales ratio of 5. ,07.

The GF price-to-value ratio is 1.03, giving the stock a GF value rank of 5.

Logitech International S.A.

The guru sold his 12,165-share investment in NAS:LOGI. Previously, the stock had a weighting of 0.18% in the equity portfolio. The shares traded at an average price of $52.57 during the quarter.

On 11/15/2022, Logitech International SA traded at a price of $61.35 per share and a market capitalization of $9.99 billion. The stock has returned -23.23% 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, Logitech International SA has a price/earnings ratio of 20.72, a price/book ratio of 4.48, a price/earnings/growth (PEG) ratio of 0.61, an EV/Ebitda ratio of 12.11 and a price-to-sales ratio of 2.00.

The GF price-to-value ratio is 0.78, giving the stock a GF value rank of 9.

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.

You want to give your opinion on this article ? Do you have questions or concerns? Contact us here or email us at [email protected]!

This article is general in nature and does not represent the views of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendation. It has been written without taking into account your personal situation or financial goals. Our goal is to bring you data-driven fundamental analysis. The information on this site is in no way guaranteed to be complete, accurate or in any other way.

.

Add Comment