Airbnb, Inc. $ABNB Shares Acquired by Trajan Wealth LLC
Trajan Wealth LLC boosted its position in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 4.4% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 92,898 shares of the company’s stock after buying an additional 3,944 shares during the period. Trajan Wealth LLC’s holdings in Airbnb were worth $11,280,000 as of its most recent filing […]
Trajan Wealth LLC Cuts Stock Holdings in Garmin Ltd. $GRMN
Trajan Wealth LLC decreased its position in Garmin Ltd. (NYSE:GRMN – Free Report) by 5.7% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 85,438 shares of the scientific and technical instruments company’s stock after selling 5,120 shares during the quarter. Trajan Wealth LLC’s holdings in Garmin were worth $21,037,000 as of its most recent […]
Enbridge Inc $ENB Stock Holdings Lifted by Trajan Wealth LLC
Trajan Wealth LLC lifted its stake in shares of Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 15.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 804,261 shares of the pipeline company’s stock after acquiring an additional 106,784 shares […]
Vulcan Value Partners LLC Raises Stock Position in Genpact Limited $G
Vulcan Value Partners LLC grew its holdings in shares of Genpact Limited (NYSE:G – Free Report) by 6.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 750,224 shares of the business services provider’s stock after buying an additional 44,485 shares during the quarter. […]
Zevin Asset Management LLC Lowers Stake in Eli Lilly and Company $LLY
Zevin Asset Management LLC cut its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 24.4% during the third quarter, HoldingsChannel reports. The fund owned 9,175 shares of the company’s stock after selling 2,956 shares during the quarter. Zevin Asset Management LLC’s holdings in Eli Lilly and Company were worth $7,001,000 as of […]
HDFC Bank Limited $HDB Shares Acquired by Zevin Asset Management LLC
Zevin Asset Management LLC boosted its position in HDFC Bank Limited (NYSE:HDB – Free Report) by 81.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 316,225 shares of the bank’s stock after buying an additional 141,968 shares during the […]
Verus Capital Partners LLC Grows Stock Holdings in Invesco QQQ $QQQ
Verus Capital Partners LLC boosted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 26.1% in the third quarter, HoldingsChannel reports. The firm owned 27,771 shares of the exchange traded fund’s stock after acquiring an additional 5,741 shares during the period. Invesco QQQ makes up approximately 1.2% of Verus Capital Partners LLC’s holdings, making […]
The TJX Companies, Inc. $TJX Stake Trimmed by Zevin Asset Management LLC
Zevin Asset Management LLC cut its position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 7.0% in the third quarter, Holdings Channel.com reports. The institutional investor owned 179,234 shares of the apparel and home fashions retailer’s stock after selling 13,590 shares during the period. TJX Companies comprises 3.8% of Zevin Asset […]
Vulcan Value Partners LLC Cuts Stock Position in Crown Holdings, Inc. $CCK
Vulcan Value Partners LLC trimmed its stake in shares of Crown Holdings, Inc. (NYSE:CCK – Free Report) by 1.1% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 429,884 shares of the industrial products company’s stock after selling 4,792 shares during the quarter. Crown makes up 0.8% of Vulcan Value Partners LLC’s investment portfolio, making […]
Trajan Wealth LLC Sells 5,573 Shares of Avantis U.S. Equity ETF $AVUS
Trajan Wealth LLC lowered its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 3.4% during the 3rd quarter, Holdings Channel reports. The firm owned 157,346 shares of the company’s stock after selling 5,573 shares during the quarter. Trajan Wealth LLC’s holdings in Avantis U.S. Equity ETF were worth $17,103,000 at the end […]
X Square Capital LLC Lowers Stock Position in GlobalFoundries Inc. $GFS
X Square Capital LLC lessened its stake in GlobalFoundries Inc. (NASDAQ:GFS – Free Report) by 73.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,341 shares of the company’s stock after selling 17,960 shares during the period. X […]
Zevin Asset Management LLC Sells 31,448 Shares of Emerson Electric Co. $EMR
Zevin Asset Management LLC reduced its stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 22.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 107,566 shares of the industrial products company’s stock after selling 31,448 shares during the quarter. […]
Alcoa (NYSE:AA) Raised to Buy at Wall Street Zen
Alcoa (NYSE:AA – Get Free Report) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Saturday. Several other research firms have also issued reports on AA. JPMorgan Chase & Co. reissued an “underweight” rating and set a […]
Ares Management Corporation $ARES Shares Acquired by Vulcan Value Partners LLC
Vulcan Value Partners LLC increased its holdings in shares of Ares Management Corporation (NYSE:ARES – Free Report) by 10.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,350,249 shares of the asset manager’s stock after acquiring an additional 129,368 shares during the period. […]
Payden & Rygel Acquires 57,300 Shares of AbbVie Inc. $ABBV
Payden & Rygel increased its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 52,090.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 57,410 shares of the company’s stock after buying an additional 57,300 shares during the period. […]
CoStar Group, Inc. $CSGP Stock Position Increased by Vulcan Value Partners LLC
Vulcan Value Partners LLC grew its position in CoStar Group, Inc. (NASDAQ:CSGP – Free Report) by 3.1% during the third quarter, Holdings Channel reports. The firm owned 3,831,609 shares of the technology company’s stock after acquiring an additional 115,125 shares during the period. CoStar Group makes up approximately 5.9% of Vulcan Value Partners LLC’s portfolio, […]
Wall Street Zen Downgrades TELUS (NYSE:TU) to Sell
TELUS (NYSE:TU – Get Free Report) (TSE:T) was downgraded by Wall Street Zen from a “hold” rating to a “sell” rating in a report issued on Saturday. Several other equities research analysts also recently weighed in on TU. Citigroup raised shares of TELUS to a “buy” rating in a research report on Thursday, December 4th. […]
AAR (NYSE:AIR) Raised to “Buy” at Wall Street Zen
AAR (NYSE:AIR – Get Free Report) was upgraded by equities research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued on Saturday. A number of other equities analysts have also recently commented on the company. Jefferies Financial Group set a $112.00 price target on AAR and […]
Trajan Wealth LLC Grows Stock Holdings in UnitedHealth Group Incorporated $UNH
Trajan Wealth LLC increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 33.9% in the 3rd quarter, HoldingsChannel reports. The firm owned 85,293 shares of the healthcare conglomerate’s stock after acquiring an additional 21,609 shares during the quarter. UnitedHealth Group makes up approximately 1.3% of Trajan Wealth LLC’s holdings, making […]
Columbia Research Enhanced Core ETF $RECS Shares Sold by Trajan Wealth LLC
Trajan Wealth LLC decreased its position in Columbia Research Enhanced Core ETF (NYSEARCA:RECS – Free Report) by 3.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 536,814 shares of the company’s stock after selling 18,806 shares during the quarter. Columbia Research Enhanced Core ETF […]
Enpro (NYSE:NPO) Stock Rating Lowered by Wall Street Zen
Enpro (NYSE:NPO – Get Free Report) was downgraded by equities researchers at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued to investors on Saturday. Several other research firms have also recently commented on NPO. KeyCorp boosted their target price on Enpro from $260.00 to $310.00 and gave […]
Invesco Senior Loan ETF $BKLN Shares Purchased by Verus Capital Partners LLC
Verus Capital Partners LLC raised its position in Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 149.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 137,956 shares of the exchange traded fund’s stock after purchasing an additional 82,555 shares during […]
Vanguard S&P 500 ETF $VOO Shares Sold by Trajan Wealth LLC
Trajan Wealth LLC lessened its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.0% during the third quarter, HoldingsChannel reports. The fund owned 352,078 shares of the company’s stock after selling 11,041 shares during the quarter. Vanguard S&P 500 ETF accounts for about 9.3% of Trajan Wealth LLC’s investment portfolio, making the […]
Alector (NASDAQ:ALEC) Raised to Hold at Wall Street Zen
Alector (NASDAQ:ALEC – Get Free Report) was upgraded by analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research report issued to clients and investors on Saturday. A number of other equities research analysts have also commented on ALEC. Morgan Stanley reaffirmed an “underweight” rating on shares of Alector […]
Hilltop (NYSE:HTH) Stock Rating Lowered by Wall Street Zen
Hilltop (NYSE:HTH – Get Free Report) was downgraded by analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a research report issued on Saturday. Other analysts also recently issued research reports about the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Hilltop in a report on Thursday, […]
Immatics (NASDAQ:IMTX) Raised to Hold at Wall Street Zen
Immatics (NASDAQ:IMTX – Get Free Report) was upgraded by research analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research note issued on Saturday. A number of other equities research analysts also recently issued reports on IMTX. Chardan Capital reissued a “buy” rating and set a $25.00 price objective […]
Zoetis (NYSE:ZTS) Stock Rating Upgraded by Wall Street Zen
Zoetis (NYSE:ZTS – Get Free Report) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a report issued on Saturday. Other equities research analysts also recently issued reports about the stock. Morgan Stanley set a $160.00 price target on shares of Zoetis in a report on […]
Wall Street Zen Downgrades Select Medical (NYSE:SEM) to Hold
Select Medical (NYSE:SEM – Get Free Report) was downgraded by stock analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a report released on Saturday. A number of other equities analysts also recently weighed in on the stock. Benchmark reaffirmed a “buy” rating on shares of Select Medical in a […]
Vulcan Value Partners LLC Sells 24,487 Shares of UnitedHealth Group Incorporated $UNH
Vulcan Value Partners LLC lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.0% in the third quarter, Holdings Channel.com reports. The firm owned 1,198,338 shares of the healthcare conglomerate’s stock after selling 24,487 shares during the period. UnitedHealth Group comprises 7.5% of Vulcan Value Partners LLC’s portfolio, making the […]
Medifast (NYSE:MED) Stock Rating Lowered by Wall Street Zen
Medifast (NYSE:MED – Get Free Report) was downgraded by analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a research note issued on Saturday. Other analysts have also recently issued reports about the stock. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Medifast in a report on Thursday, […]
Exelon (NASDAQ:EXC) Rating Increased to Hold at Wall Street Zen
Wall Street Zen upgraded shares of Exelon (NASDAQ:EXC – Free Report) from a sell rating to a hold rating in a research note published on Sunday morning. Several other equities research analysts have also issued reports on EXC. Jefferies Financial Group lowered their price target on shares of Exelon from $57.00 to $55.00 and set […]
Hexcel (NYSE:HXL) Downgraded by Wall Street Zen to “Hold”
Wall Street Zen downgraded shares of Hexcel (NYSE:HXL – Free Report) from a buy rating to a hold rating in a report published on Sunday. Several other equities analysts have also issued reports on HXL. UBS Group set a $99.00 target price on shares of Hexcel in a report on Friday, January 30th. Truist Financial […]
Centerspace (NYSE:CSR) Stock Rating Lowered by Wall Street Zen
Centerspace (NYSE:CSR – Get Free Report) was downgraded by equities research analysts at Wall Street Zen from a “hold” rating to a “strong sell” rating in a research report issued to clients and investors on Saturday. Several other research firms have also weighed in on CSR. UBS Group lifted their target price on shares of […]
CubeSmart (NYSE:CUBE) Raised to “Hold” at Wall Street Zen
CubeSmart (NYSE:CUBE – Get Free Report) was upgraded by analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research note issued to investors on Saturday. Other equities research analysts have also recently issued reports about the stock. Wells Fargo & Company reduced their target price on shares of CubeSmart […]
Villanova Investment Management Co LLC Grows Stake in Bridgewater Bancshares, Inc. $BWB
Villanova Investment Management Co LLC lifted its holdings in Bridgewater Bancshares, Inc. (NASDAQ:BWB – Free Report) by 22.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 186,653 shares of the company’s stock after purchasing an additional 33,943 shares during the […]
Palomar (NASDAQ:PLMR) Stock Rating Upgraded by Wall Street Zen
Palomar (NASDAQ:PLMR – Get Free Report) was upgraded by stock analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued on Saturday. A number of other brokerages have also issued reports on PLMR. Weiss Ratings raised Palomar from a “hold (c+)” rating to a “buy (b-)” rating […]
Wall Street Zen Downgrades Sensata Technologies (NYSE:ST) to Hold
Sensata Technologies (NYSE:ST – Get Free Report) was downgraded by investment analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued on Saturday. Several other brokerages have also issued reports on ST. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Sensata Technologies in a research […]
Paylocity (NASDAQ:PCTY) Downgraded by Wall Street Zen to Hold
Wall Street Zen downgraded shares of Paylocity (NASDAQ:PCTY – Free Report) from a buy rating to a hold rating in a research note published on Sunday morning. Other equities analysts have also recently issued research reports about the company. Stifel Nicolaus cut their price target on Paylocity from $188.00 to $165.00 and set a “buy” […]
Teradyne (NASDAQ:TER) Stock Rating Upgraded by Wall Street Zen
Teradyne (NASDAQ:TER – Get Free Report) was upgraded by research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued on Saturday. Several other analysts have also recently weighed in on TER. TD Cowen reaffirmed a “buy” rating on shares of Teradyne in a report on Thursday, […]
Vulcan Value Partners LLC Sells 71,105 Shares of Colliers International Group Inc. $CIGI
Vulcan Value Partners LLC lessened its holdings in shares of Colliers International Group Inc. (NASDAQ:CIGI – Free Report) (TSE:CIGI) by 27.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 186,068 shares of the financial services provider’s stock after selling 71,105 shares […]
Wall Street Zen Upgrades Conagra Brands (NYSE:CAG) to “Hold”
Conagra Brands (NYSE:CAG – Get Free Report) was upgraded by equities research analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research note issued to investors on Saturday. Several other equities research analysts have also recently commented on the company. UBS Group reaffirmed a “neutral” rating and issued a […]
Ubiquiti (NYSE:UI) Rating Lowered to “Hold” at Wall Street Zen
Ubiquiti (NYSE:UI – Get Free Report) was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a report released on Saturday. A number of other brokerages also recently issued reports on UI. Weiss Ratings reiterated a “hold (c+)” rating on shares of Ubiquiti in a research report on […]
Advanced Micro Devices, Inc. $AMD is Verus Capital Partners LLC’s 5th Largest Position
Verus Capital Partners LLC raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 2.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 281,769 shares of the semiconductor manufacturer’s stock after acquiring an additional 6,459 shares during the […]
Conduent (NASDAQ:CNDT) Stock Rating Upgraded by Wall Street Zen
Conduent (NASDAQ:CNDT – Get Free Report) was upgraded by analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research note issued to investors on Saturday. Separately, Weiss Ratings reissued a “sell (d)” rating on shares of Conduent in a research report on Wednesday, January 21st. One research analyst has […]
Employers (NYSE:EIG) Raised to Hold at Wall Street Zen
Employers (NYSE:EIG – Get Free Report) was upgraded by stock analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a note issued to investors on Saturday. A number of other equities research analysts have also weighed in on EIG. Weiss Ratings restated a “hold (c-)” rating on shares of Employers […]
Trajan Wealth LLC Has $19.89 Million Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC
Trajan Wealth LLC decreased its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 3.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 515,551 shares of the company’s stock after selling 17,127 shares […]
Verus Capital Partners LLC Raises Holdings in iShares 10-20 Year Treasury Bond ETF $TLH
Verus Capital Partners LLC increased its position in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 53.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,968 shares of the company’s stock after buying an additional 5,591 […]
Bausch + Lomb (NYSE:BLCO) Rating Lowered to “Hold” at Wall Street Zen
Bausch + Lomb (NYSE:BLCO – Get Free Report) was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued on Saturday. A number of other equities research analysts also recently weighed in on BLCO. Royal Bank Of Canada upped their price target on shares of […]
Wall Street Zen Upgrades Liberty Global (NASDAQ:LILAK) to Buy
Liberty Global (NASDAQ:LILAK – Get Free Report) was upgraded by research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued on Saturday. Separately, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Liberty Global in a research note on Thursday, January 22nd. One research analyst […]
MainStreet Investment Advisors LLC Sells 6,004 Shares of UnitedHealth Group Incorporated $UNH
MainStreet Investment Advisors LLC decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 62.9% in the third quarter, HoldingsChannel reports. The firm owned 3,545 shares of the healthcare conglomerate’s stock after selling 6,004 shares during the quarter. MainStreet Investment Advisors LLC’s holdings in UnitedHealth Group were worth $1,224,000 at the […]
last updated on 24 Feb 06:17