Top 5 1st Quarter Trades of TIEMANN INVESTMENT ADVISORS, LLC

TIEMANN INVESTMENT ADVISORS, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

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.

750 MENLO AVENUE MENLO PARK, CA 94025

As of the latest 13F report, the guru’s equity portfolio contained 210 stocks valued at a total of $216,000,000. The top holdings were AGG(8.59%), AAPL(6.19%), and MSFT(5.57%).

According to GuruFocus data, these were TIEMANN INVESTMENT ADVISORS, LLC’s top five trades of the quarter.

Apple Inc


TIEMANN INVESTMENT ADVISORS, LLC reduced their investment in NAS:AAPL by 8,483 shares. The trade had a 0.64% impact on the equity portfolio. During the quarter, the stock traded for an average price of $168.23.

On 05/15/2022, Apple Inc traded for a price of $147.11 per share and a market cap of $2,381,001,977,000. The stock has returned 18.43% over the past year.

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

In terms of valuation, Apple Inc has a price-earnings ratio of 23.88, a price-book ratio of 35.38, a price-earnings-to-growth (PEG) ratio of 1.68, a EV-to-Ebitda ratio of 18.42 and a price-sales ratio of 6.31.

The price-to-GF Value ratio is 0.88, earning the stock a GF Value rank of 7.

iShares Core MSCI EAFE ETF


During the quarter, TIEMANN INVESTMENT ADVISORS, LLC bought 10,192 shares of BATS:IEFA for a total holding of 89,150. The trade had a 0.33% impact on the equity portfolio. During the quarter, the stock traded for an average price of $70.74.

On 05/15/2022, iShares Core MSCI EAFE ETF traded for a price of $63.08 per share and a market cap of $90,860,432,000. The stock has returned -12.23% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares Core MSCI EAFE ETF has a price-book ratio of 1.66.

iShares Core U.S. Aggregate Bond ETF


During the quarter, TIEMANN INVESTMENT ADVISORS, LLC bought 6,706 shares of ARCA:AGG for a total holding of 173,489. The trade had a 0.33% impact on the equity portfolio. During the quarter, the stock traded for an average price of $109.53.

On 05/15/2022, iShares Core U.S. Aggregate Bond ETF traded for a price of $102.51 per share and a market cap of $81,474,948,000. The stock has returned -8.53% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Exxon Mobil Corp


The guru sold out of their 6,896-share investment in NYSE:XOM. Previously, the stock had a 0.18% weight in the equity portfolio. Shares traded for an average price of $77.63 during the quarter.

On 05/15/2022, Exxon Mobil Corp traded for a price of $88.86 per share and a market cap of $375,493,367,000. The stock has returned 55.77% over the past year.

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

In terms of valuation, Exxon Mobil Corp has a price-earnings ratio of 14.74, a price-book ratio of 2.21, a price-earnings-to-growth (PEG) ratio of 73.70, a EV-to-Ebitda ratio of 6.69 and a price-sales ratio of 1.24.

The price-to-GF Value ratio is 1.09, earning the stock a GF Value rank of 5.

3M Co


TIEMANN INVESTMENT ADVISORS, LLC reduced their investment in NYSE:MMM by 2,328 shares. The trade had a 0.17% impact on the equity portfolio. During the quarter, the stock traded for an average price of $159.16.

On 05/15/2022, 3M Co traded for a price of $149.3 per share and a market cap of $84,960,486,000. The stock has returned -23.69% 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, 3M Co has a price-earnings ratio of 15.54, a price-book ratio of 5.69, a price-earnings-to-growth (PEG) ratio of 7.40, a EV-to-Ebitda ratio of 10.72 and a price-sales ratio of 2.46.

The price-to-GF Value ratio is 0.80, 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.

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