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June 19, 2023
Appleton Partners Inc. MA lowered its holdings in Danaher Co. (NYSE:DHR – Get Rating) by 45.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 9,688 shares of the conglomerate’s stock after selling 8,198 shares during the quarter. Appleton Partners Inc. MA’s holdings in […]
June 19, 2023
Appleton Partners Inc. MA boosted its stake in shares of Invesco Senior Loan ETF (NYSEARCA:BKLN – Get Rating) by 0.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 131,290 shares of the exchange traded fund’s stock after buying an additional 679 shares during […]
June 19, 2023
Appleton Partners Inc. MA grew its stake in Intercontinental Exchange, Inc. (NYSE:ICE – Get Rating) by 0.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 116,071 shares of the financial services provider’s stock after acquiring an additional 695 shares during the quarter. Intercontinental […]
June 19, 2023
Appleton Partners Inc. MA reduced its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 0.5% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 188,990 shares of the company’s stock after selling 987 shares during the period. Appleton Partners Inc. MA’s […]
June 19, 2023
Appleton Partners Inc. MA trimmed its stake in Adobe Inc. (NASDAQ:ADBE – Get Rating) by 28.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,892 shares of the software company’s stock after selling 4,715 shares during the period. Appleton Partners Inc. MA’s […]
June 19, 2023
Appleton Partners Inc. MA decreased its position in American Tower Co. (NYSE:AMT – Get Rating) by 1.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 61,853 shares of the real estate investment trust’s stock after selling 905 shares during the quarter. […]
June 19, 2023
Appleton Partners Inc. MA lessened its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 0.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 410,088 shares of the company’s stock after selling 1,462 shares during the period. Schwab International Equity […]
June 19, 2023
Appleton Partners Inc. MA raised its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Get Rating) by 24.4% in the 1st quarter, HoldingsChannel.com reports. The firm owned 1,319,269 shares of the company’s stock after acquiring an additional 258,791 shares during the period. JPMorgan Ultra-Short Income ETF comprises 5.9% of Appleton Partners Inc. MA’s holdings, making […]
June 19, 2023
Appleton Partners Inc. MA raised its position in Lockheed Martin Co. (NYSE:LMT – Get Rating) by 2.2% during the first quarter, HoldingsChannel.com reports. The firm owned 34,490 shares of the aerospace company’s stock after buying an additional 750 shares during the quarter. Lockheed Martin makes up approximately 1.5% of Appleton Partners Inc. MA’s holdings, making […]
June 19, 2023
Appleton Partners Inc. MA trimmed its holdings in Amgen Inc. (NASDAQ:AMGN – Get Rating) by 3.2% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 23,283 shares of the medical research company’s stock after selling 765 shares during the period. Appleton Partners Inc. MA’s holdings in Amgen were […]