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June 19, 2023
Appleton Partners Inc. MA reduced its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Get Rating) by 1.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,338 shares of the semiconductor manufacturer’s stock after selling 244 shares during the quarter. Broadcom makes […]
June 19, 2023
Appleton Partners Inc. MA cut its stake in SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA:XOP – Get Rating) by 1.0% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 24,787 shares of the company’s stock after selling 241 shares during the quarter. Appleton Partners Inc. MA’s holdings in SPDR S&P Oil […]
June 19, 2023
Appleton Partners Inc. MA increased its position in shares of Stryker Co. (NYSE:SYK – Get Rating) by 5.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,000 shares of the medical technology company’s stock after buying an additional 1,280 shares during the period. […]
June 19, 2023
Appleton Partners Inc. MA lifted its position in CME Group Inc. (NASDAQ:CME – Get Rating) by 6.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 17,435 shares of the financial services provider’s stock after buying an additional 1,120 shares during the […]
June 19, 2023
Appleton Partners Inc. MA grew its stake in shares of Intercontinental Exchange, Inc. (NYSE:ICE – Get Rating) by 0.6% in the first quarter, Holdings Channel.com reports. The fund owned 116,071 shares of the financial services provider’s stock after purchasing an additional 695 shares during the period. Intercontinental Exchange makes up about 1.1% of Appleton Partners […]
June 19, 2023
Appleton Partners Inc. MA lowered its stake in Zoetis Inc. (NYSE:ZTS – Get Rating) by 0.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 90,883 shares of the company’s stock after selling 272 shares during the quarter. Zoetis comprises about 1.3% of Appleton […]
June 19, 2023
Appleton Partners Inc. MA cut its holdings in shares of Xylem Inc. (NYSE:XYL – Get Rating) by 3.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 23,757 shares of the industrial products company’s stock after selling 741 shares during the quarter. Appleton Partners Inc. […]
June 19, 2023
Appleton Partners Inc. MA cut its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Get Rating) by 4.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 11,103 shares of the investment management company’s stock after selling 521 shares during the quarter. Appleton Partners […]
June 19, 2023
Appleton Partners Inc. MA lessened its stake in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) by 28.4% during the first quarter, HoldingsChannel reports. The firm owned 11,892 shares of the software company’s stock after selling 4,715 shares during the period. Appleton Partners Inc. MA’s holdings in Adobe were worth $4,583,000 as of its most […]
June 19, 2023
Appleton Partners Inc. MA increased its stake in Global X U.S. Preferred ETF (NYSEARCA:PFFD – Get Rating) by 26.9% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 175,863 shares of the company’s stock after purchasing an additional 37,310 shares during the period. […]