Pachira Investments Inc. buys – GuruFocus.com

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Pachira Investments Inc. 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.

24941 DANA POINT HARBOR DRIVE DANA POINT, CA 92629

According to the latest 13F report, the guru’s stock portfolio contained 22 stocks valued at a total of $65.00 million. The top holdings were VOO (18.72%), IJR (17.80%) and IJH (17.27%).

According to data from GuruFocus, these were Pachira Investments Inc.’s top five deals of the quarter.

iShares Core S&P 500 ETF

The guru sold his 83,953 share investment in ARCA:IVV. Previously, the stock had a weighting of 29.46% in the equity portfolio. The shares traded at an average price of $411.02 during the quarter.

On 7/19/2022, the iShares Core S&P 500 ETF traded at a price of $393.27 per share and a market capitalization of $289.22 billion. The stock has posted a return of -6.85% over the past year.

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

In terms of valuation, iShares Core S&P 500 ETF has a price-to-earnings ratio of 18.79 and a price-to-book ratio of 3.61.

S&P MidCap 400 ETF

Pachira Investments Inc. reduced its investment in ARCA:MDY by 39,077 shares. The transaction had an impact of 14.82% on the equity portfolio. During the quarter, the stock traded at an average price of $450.77.

On 7/19/2022, the S&P MidCap 400 ETF traded at a price of $431.81 per share and a market capitalization of $17.44 billion. The stock has posted a return of -6.85% over the past year.

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

In terms of valuation, the S&P MidCap 400 ETF has a price-to-earnings ratio of 13.98 and a price-to-book ratio of 2.32.

Vanguard Large Cap ETFs

During the quarter, Pachira Investments Inc. purchased 1,706 shares of ARCA:VV for a total holding of 3,319. The transaction had a 0.45% impact on the equity portfolio. During the quarter, the stock traded at an average price of $187.32.

On 7/19/2022, the Vanguard Large Cap ETF traded at a price of $178.86 per share and a market capitalization of $24.35 billion. The stock has posted a return of -9.11% over the past year.

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

In terms of valuation, Vanguard Large Cap ETF has a price-to-earnings ratio of 20.65 and a price-to-book ratio of 3.97.

Northrop Grumman Corporation

The guru established a new position worth 454 shares in NYSE:NOC, giving the stock a 0.33% weighting in the equity portfolio. The shares traded at an average price of $459.05 during the quarter.

On 7/19/2022, Northrop Grumman Corp traded at a price of $454.23 per share and a market capitalization of $70.81 billion. The stock has returned 28.31% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Northrop Grumman Corp has a price/earnings ratio of 12.60, a price/book ratio of 5.34, a price/earnings/growth (PEG) ratio of 0.61, an EV/Ebitda ratio of 9.39 and a price-to-sales ratio of 2.04.

The GF price-to-value ratio is 1.21, giving the stock a GF value rank of 3.

iShares Core S&P Small-Cap ETF

During the quarter, Pachira Investments Inc. purchased 1,842 shares of ARCA:IJR for a total holding of 125,043. The transaction had a 0.26% impact on the equity portfolio. During the quarter, the stock traded at an average price of $99.35.

On 07/19/2022, iShares Core S&P Small-Cap ETF traded at a price of $96.3009 per share and a market capitalization of $62.65 billion. The stock has returned -6.58% over the past year.

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

In terms of valuation, iShares Core S&P Small-Cap ETF has a price-to-earnings ratio of 11.88 and a price-to-book ratio of 1.69.

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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