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Analyzing Otis Worldwide (NYSE:OTIS) & Regal Rexnord (NYSE:RRX)
Otis Worldwide (NYSE:OTIS – Get Free Report) and Regal Rexnord (NYSE:RRX – Get Free Report) are both large-cap industrials companies, but which is the better investment? We will contrast the two businesses based on the... More of this article »
Restaurant Stocks To Consider – May 25th
Booking, McDonald’s, and Chipotle Mexican Grill are the three Restaurant stocks to watch today, according to MarketBeat’s stock screener tool. “Restaurant stocks” are shares of publicly traded companies that own,... More of this article »
Best Outdoor Stocks To Watch Now – May 25th
Deckers Outdoor, ON, V.F., Lamar Advertising, Vistance Networks, Louisiana-Pacific, and Academy Sports and Outdoors are the seven Outdoor stocks to watch today, according to MarketBeat’s stock screener tool. “Outdoor stocks”... More of this article »
Medical Stocks To Follow Now – May 25th
Eli Lilly and Company, UnitedHealth Group, Merck & Co., Inc., McKesson, and Medline are the five Medical stocks to watch today, according to MarketBeat’s stock screener tool. Medical stocks are shares of companies involved... More of this article »
Thrivent Financial for Lutherans Sells 204,945 Shares of Meta Platforms, Inc. $META
Thrivent Financial for Lutherans cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.3% during the fourth quarter, HoldingsChannel.com reports. The firm owned 1,461,930 shares of the social networking... More of this article »
Nicola Wealth Management LTD. Sells 13,000 Shares of The TJX Companies, Inc. $TJX
Nicola Wealth Management LTD. lessened its holdings in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 18.8% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Zeno Equity Partners LLP Acquires Shares of 590,698 Patria Investments Limited $PAX
Zeno Equity Partners LLP acquired a new stake in shares of Patria Investments Limited (NYSE:PAX – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Healthpeak Properties, Inc. $DOC Stock Holdings Lifted by Morningstar Investment Management LLC
Morningstar Investment Management LLC raised its stake in Healthpeak Properties, Inc. (NYSE:DOC – Free Report) by 15.2% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 285,545 shares of... More of this article »
UBS Group AG Has $3.34 Million Stock Holdings in Ducommun Incorporated $DCO
UBS Group AG cut its holdings in Ducommun Incorporated (NYSE:DCO – Free Report) by 45.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 35,156 shares of the aerospace company’s... More of this article »
UBS Group AG Acquires 14,450 Shares of Fidelity MSCI Consumer Staples Index ETF $FSTA
UBS Group AG grew its holdings in Fidelity MSCI Consumer Staples Index ETF (NYSEARCA:FSTA – Free Report) by 26.7% in the 4th quarter, Holdings Channel reports. The fund owned 68,662 shares of the exchange traded fund’s... More of this article »-inc-logo-1200x675.jpg){kind=logo}
Todd Asset Management LLC Boosts Stock Holdings in ZTO Express (Cayman) Inc. $ZTO
Todd Asset Management LLC raised its holdings in ZTO Express (Cayman) Inc. (NYSE:ZTO – Free Report) by 17.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
State Street Corporation $STT Shares Sold by Todd Asset Management LLC
Todd Asset Management LLC reduced its position in State Street Corporation (NYSE:STT – Free Report) by 1.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
240,231 Shares in Crown Holdings, Inc. $CCK Purchased by Todd Asset Management LLC
Todd Asset Management LLC purchased a new position in shares of Crown Holdings, Inc. (NYSE:CCK – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Sony Corporation $SONY Shares Sold by Todd Asset Management LLC
Todd Asset Management LLC lowered its position in Sony Corporation (NYSE:SONY – Free Report) by 30.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Smith & Nephew SNATS, Inc. $SNN Shares Acquired by Todd Asset Management LLC
Todd Asset Management LLC lifted its stake in shares of Smith & Nephew SNATS, Inc. (NYSE:SNN – Free Report) by 30.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Todd Asset Management LLC Buys New Shares in Aptiv PLC $APTV
Todd Asset Management LLC bought a new stake in Aptiv PLC (NYSE:APTV – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Ameriprise Financial, Inc. $AMP Shares Sold by Todd Asset Management LLC
Todd Asset Management LLC cut its stake in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 19.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Wealthquest Corp Takes $752,000 Position in Vanguard Ultra-Short Treasury ETF $VGUS
Wealthquest Corp purchased a new stake in Vanguard Ultra-Short Treasury ETF (NASDAQ:VGUS – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Wealthquest Corp Makes New $1.18 Million Investment in iShares Russell 1000 ETF $IWB
Wealthquest Corp acquired a new position in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Wells Fargo & Company $WFC Holdings Reduced by Glenview Trust Co
Glenview Trust Co decreased its position in Wells Fargo & Company (NYSE:WFC) by 9.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 124,580 shares of the financial services provider’s stock after selling... More of this article »
Innovator U.S. Equity 10 Buffer ETF – Quarterly $ZALT is Wealthquest Corp’s 3rd Largest Position
Wealthquest Corp grew its position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT – Free Report) by 9.5% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Systematic Financial Management LP Raises Position in Allison Transmission Holdings, Inc. $ALSN
Systematic Financial Management LP boosted its stake in Allison Transmission Holdings, Inc. (NYSE:ALSN – Free Report) by 52.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Systematic Financial Management LP Acquires 2,500 Shares of DICK’S Sporting Goods, Inc. $DKS
Systematic Financial Management LP increased its holdings in DICK’S Sporting Goods, Inc. (NYSE:DKS – Free Report) by 44.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Wealthquest Corp Has $7.23 Million Stake in Dimensional Emerging Core Equity Market ETF $DFAE
Wealthquest Corp decreased its holdings in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 41.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Swedbank AB Purchases 147,557 Shares of Apollo Global Management Inc. $APO
Swedbank AB raised its position in Apollo Global Management Inc. (NYSE:APO – Free Report) by 182.5% in the 4th quarter, Holdings Channel reports. The firm owned 228,404 shares of the financial services provider’s stock... More of this article »
Invesco QQQ $QQQ Shares Sold by Mathes Company Inc.
Mathes Company Inc. trimmed its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 23.8% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 3,210 shares of the exchange traded fund’s... More of this article »
William Blair Investment Management LLC Raises Holdings in Integer Holdings Corporation $ITGR
William Blair Investment Management LLC lifted its holdings in shares of Integer Holdings Corporation (NYSE:ITGR – Free Report) by 70.1% during the fourth quarter, according to its most recent disclosure with the SEC. The fund... More of this article »
Guidewire Software, Inc. $GWRE Holdings Trimmed by William Blair Investment Management LLC
William Blair Investment Management LLC decreased its stake in Guidewire Software, Inc. (NYSE:GWRE – Free Report) by 11.7% in the fourth quarter, HoldingsChannel reports. The firm owned 358,328 shares of the technology company’s... More of this article »
Thrivent Financial for Lutherans Acquires 11,773 Shares of SLB Limited $SLB
Thrivent Financial for Lutherans lifted its holdings in shares of SLB Limited (NYSE:SLB – Free Report) by 20.5% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 69,253 shares of the oil... More of this article »
Main Street Research LLC Has $1.53 Million Stake in Eli Lilly and Company $LLY
Main Street Research LLC decreased its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 47.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
UBS Group AG Purchases 2,654,315 Shares of Lexicon Pharmaceuticals, Inc. $LXRX
UBS Group AG lifted its position in Lexicon Pharmaceuticals, Inc. (NASDAQ:LXRX – Free Report) by 752.1% during the 4th quarter, Holdings Channel reports. The firm owned 3,007,237 shares of the biopharmaceutical company’s... More of this article »
Glenview Trust Co Trims Holdings in Carlisle Companies Incorporated $CSL
Glenview Trust Co cut its holdings in Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 9.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Legal & General Group Plc Has $956.22 Million Stock Holdings in The Charles Schwab Corporation $SCHW
Legal & General Group Plc increased its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 6.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Morningstar Investment Management LLC Has $11.95 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Morningstar Investment Management LLC reduced its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 61.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned... More of this article »
Capital Group Municipal Income ETF $CGMU Shares Acquired by Robinson Smith Wealth Advisors LLC
Robinson Smith Wealth Advisors LLC grew its position in Capital Group Municipal Income ETF (NYSEARCA:CGMU – Free Report) by 11.7% in the 4th quarter, Holdings Channel.com reports. The fund owned 332,407 shares of the company’s... More of this article »
iShares Core S&P U.S. Value ETF $IUSV is Robinson Smith Wealth Advisors LLC’s 3rd Largest Position
Robinson Smith Wealth Advisors LLC trimmed its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 21.8% in the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
SLT Holdings LLC Takes $288,000 Position in Sandisk Corporation $SNDK
SLT Holdings LLC purchased a new stake in Sandisk Corporation (NASDAQ:SNDK – Free Report) in the fourth quarter, HoldingsChannel reports. The firm purchased 1,215 shares of the data storage provider’s stock, valued at... More of this article »
Glenview Trust Co Raises Stock Position in Lowe’s Companies, Inc. $LOW
Glenview Trust Co lifted its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 9.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
New Age Alpha Advisors LLC Sells 40,979 Shares of VICI Properties Inc. $VICI
New Age Alpha Advisors LLC cut its holdings in shares of VICI Properties Inc. (NYSE:VICI – Free Report) by 17.4% during the fourth quarter, Holdings Channel reports. The fund owned 194,487 shares of the company’s stock... More of this article »
Sensible Money LLC Grows Stake in Dimensional U.S. Core Equity 2 ETF $DFAC
Sensible Money LLC increased its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 2.8% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
HBK Sorce Advisory LLC Has $9.37 Million Holdings in SPDR Nuveen ICE Municipal Bond ETF $TFI
HBK Sorce Advisory LLC lessened its stake in SPDR Nuveen ICE Municipal Bond ETF (NYSEARCA:TFI – Free Report) by 10.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 203,391 shares of the company’s... More of this article »
Broadstone Net Lease, Inc. $BNL Shares Bought by LSV Asset Management
LSV Asset Management raised its position in Broadstone Net Lease, Inc. (NYSE:BNL – Free Report) by 60.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 2,156,500 shares of the company’s stock after acquiring... More of this article »
DoorDash, Inc. $DASH Shares Sold by Swedbank AB
Swedbank AB lessened its holdings in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 3.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Option Care Health, Inc. $OPCH Shares Sold by Swedbank AB
Swedbank AB trimmed its position in shares of Option Care Health, Inc. (NASDAQ:OPCH – Free Report) by 3.1% during the fourth quarter, HoldingsChannel reports. The fund owned 1,726,000 shares of the company’s stock after... More of this article »
Expedia Group, Inc. $EXPE Shares Sold by Swedbank AB
Swedbank AB cut its stake in Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 2.0% in the fourth quarter, Holdings Channel reports. The fund owned 172,616 shares of the online travel company’s stock after selling 3,512... More of this article »
Swedbank AB Buys New Shares in HealthEquity, Inc. $HQY
Swedbank AB bought a new stake in HealthEquity, Inc. (NASDAQ:HQY – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor bought 437,300 shares of the company’s stock, valued at approximately... More of this article »
Unum Group $UNM Shares Bought by Swedbank AB
Swedbank AB lifted its stake in shares of Unum Group (NYSE:UNM – Free Report) by 148.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Automatic Data Processing, Inc. $ADP Shares Purchased by Jefferies Financial Group Inc.
Jefferies Financial Group Inc. lifted its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 439.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 51,341 shares of the business services provider’s... More of this article »