J2 Capital Management Inc recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
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.
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As of the latest 13F report, the guru’s equity portfolio contained 87 stocks valued at a total of $66.00Mil. The top holdings were
TAIL(9.21%),
SSUS(7.54%),
and
SHY(5.49%).
According to GuruFocus data, these were J2 Capital Management Inc’s top five trades of the quarter.
iShares 1-3 Year Treasury Bond ETF
The guru established a new position worth 43,484 shares in NAS:SHY, giving the stock a 5.49% weight in the equity portfolio. Shares traded for an average price of $82.83 during the quarter.
On 07/19/2022, iShares 1-3 Year Treasury Bond ETF traded for a price of $82.43 per share and a market cap of $26.23Bil. The stock has returned -3.96% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Pacer Trendpilot US Bond ETF
The guru sold out of their 198,980-share investment in ARCA:PTBD. Previously, the stock had a 5.3% weight in the equity portfolio. Shares traded for an average price of $22.64 during the quarter.
On 07/19/2022, Pacer Trendpilot US Bond ETF traded for a price of $21.39 per share and a market cap of $554.00Mil. The stock has returned -20.42% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares U.S. Real Estate ETF
The guru sold out of their 30,315-share investment in ARCA:IYR. Previously, the stock had a 3.6% weight in the equity portfolio. Shares traded for an average price of $99.56 during the quarter.
On 07/19/2022, iShares U.S. Real Estate ETF traded for a price of $94.24 per share and a market cap of $4.17Bil. The stock has returned -7.43% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares U.S. Real Estate ETF has
a price-earnings ratio of 26.35 and
a price-book ratio of 2.74.
Cambria Tail Risk ETF
J2 Capital Management Inc reduced their investment in BATS:TAIL by 160,322 shares. The trade had a 2.93% impact on the equity portfolio. During the quarter, the stock traded for an average price of $16.9.
On 07/19/2022, Cambria Tail Risk ETF traded for a price of $16.96 per share and a market cap of $468.10Mil. The stock has returned -11.34% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Cambria Tail Risk ETF has
a price-earnings ratio of 18.01 and
a price-book ratio of 3.45.
iShares MSCI Emerging Markets ex China ETF
The guru sold out of their 44,192-share investment in NAS:EMXC. Previously, the stock had a 2.82% weight in the equity portfolio. Shares traded for an average price of $52.92 during the quarter.
On 07/19/2022, iShares MSCI Emerging Markets ex China ETF traded for a price of $48.05 per share and a market cap of $2.34Bil. The stock has returned -18.41% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI Emerging Markets ex China ETF has
a price-earnings ratio of 10.91 and
a price-book ratio of 1.71.
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.
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