Financial Plan Inc. acquired a new stake in Apple Inc. (NASDAQ:AAPL) during the fourth quarter, purchasing 29,698 shares. This marks a new entry into the technology giant for the investment firm.
Roundup: Institutional holdings — What You Need to Know
10 related stories on institutional holdings: Financial Plan Inc. Initiates New Position in Apple; Hudson Value Partners Trims Apple Holdings; Capstone Capital Management Acquires $1.13 Million Stake in McDonald's
Hudson Value Partners LLC decreased its stake in Apple Inc. ($AAPL) by 3.5% in the fourth quarter. The firm sold 2,349 shares of the technology company.
Capstone Capital Management Ltd. recently invested $1.13 million in McDonald's Corporation, acquiring 3,700 shares. This move reflects the firm's latest portfolio adjustments in the consumer discretionary sector.
Envestnet Portfolio Solutions Inc. reduced its stake in Applied Materials ($AMAT) by 4.9% in the fourth quarter. The firm divested a portion of its holdings in the semiconductor equipment manufacturer.
Canada Post Corp Registered Pension Plan reduced its stake in Kimberly-Clark Corporation by 45.6% in the fourth quarter. The pension fund now holds a $1.40 million position in the consumer staples company.
Cambridge Investment Research Advisors Inc. reduced its stake in FS KKR Capital Corp. by 14.6% in Q4. The firm sold 272,355 shares of the business development company.
iA Global Asset Management Inc. acquired a new stake in Aflac Incorporated, purchasing 23,833 shares valued at approximately $1.7 million. This new position reflects the firm's latest portfolio additions.
iA Global Asset Management Inc. acquired a new stake in KeyCorp (NYSE:KEY) during the fourth quarter, purchasing 124,847 shares. This marks a new investment in the regional banking sector.
Gamco Investors INC. ET AL significantly reduced its stake in Archer Daniels Midland (NYSE:ADM) by 5.8% in Q4. The firm sold 16,009 shares of the agricultural processing company.
DNB Asset Management AS reduced its holdings in Archer Daniels Midland (NYSE:ADM) by 19.9% in the fourth quarter. The firm divested a significant portion of its stake in the commodity giant.
Sources: Financial Plan Inc. Purchases New Position in Apple Inc. $AAPL; Apple Inc. $AAPL Stock Position Reduced by Hudson Value Partners LLC; Capstone Capital Management Ltd Invests $1.13 Million in McDonald's Corporation $MCD; Envestnet Portfolio Solutions Inc. Lowers Position in Applied Materials, Inc. $AMAT; Canada Post Corp Registered Pension Plan Has $1.40 Million Position in Kimberly-Clark Corporation $KMB; FS KKR Capital Corp. $FSK Stock Holdings Lowered by Cambridge Investment Research Advisors Inc.; iA Global Asset Management Inc. Takes Position in Aflac Incorporated $AFL; iA Global Asset Management Inc. Purchases New Stake in KeyCorp $KEY; Gamco Investors INC. ET AL Sells 16,009 Shares of Archer Daniels Midland Company $ADM; Archer Daniels Midland Company $ADM Shares Sold by DNB Asset Management AS
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