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September 18, 2023
Appleton Partners Inc. MA cut its holdings in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 0.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,655 shares of the computer hardware maker’s stock after selling 25 shares during the quarter. Appleton Partners Inc. […]
September 17, 2023
Appleton Partners Inc. MA lessened its holdings in shares of Northern Trust Co. (NASDAQ:NTRS – Free Report) by 7.5% in the 2nd quarter, HoldingsChannel reports. The firm owned 3,415 shares of the asset manager’s stock after selling 275 shares during the quarter. Appleton Partners Inc. MA’s holdings in Northern Trust were worth $253,000 as of […]
September 17, 2023
Appleton Partners Inc. MA acquired a new position in Shell plc (NYSE:SHEL – Free Report) in the second quarter, HoldingsChannel.com reports. The fund acquired 3,375 shares of the energy company’s stock, valued at approximately $204,000. A number of other large investors have also modified their holdings of the company. Dimensional Fund Advisors LP raised its […]
September 17, 2023
Appleton Partners Inc. MA lowered its holdings in General Electric (NYSE:GE – Free Report) by 14.8% in the second quarter, Holdings Channel.com reports. The firm owned 3,666 shares of the conglomerate’s stock after selling 636 shares during the period. Appleton Partners Inc. MA’s holdings in General Electric were worth $403,000 as of its most recent […]
September 17, 2023
Appleton Partners Inc. MA raised its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 10.9% during the second quarter, HoldingsChannel reports. The fund owned 33,300 shares of the healthcare conglomerate’s stock after acquiring an additional 3,273 shares during the quarter. UnitedHealth Group comprises approximately 1.4% of Appleton Partners Inc. MA’s holdings, […]
September 17, 2023
Appleton Partners Inc. MA lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.5% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 175,302 shares of the financial services provider’s stock after buying an additional 918 shares during the period. JPMorgan Chase & Co. makes up about 2.2% of Appleton […]
September 17, 2023
Appleton Partners Inc. MA lessened its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 77.2% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 4,029 shares of the credit services provider’s stock after selling 13,614 shares during the period. Appleton Partners Inc. MA’s holdings in PayPal were worth $269,000 at […]
September 17, 2023
Appleton Partners Inc. MA cut its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 1.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 76,245 shares of the company’s stock after selling 1,258 shares during the quarter. Procter & Gamble […]
September 16, 2023
Appleton Partners Inc. MA raised its stake in shares of Welltower Inc. (NYSE:WELL – Free Report) by 138.5% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 21,819 shares of the real estate investment trust’s stock after purchasing an additional 12,671 shares during the period. Appleton Partners Inc. […]
September 16, 2023
Appleton Partners Inc. MA decreased its position in Colgate-Palmolive (NYSE:CL – Free Report) by 18.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,024 shares of the company’s stock after selling 2,691 shares during the quarter. Appleton Partners Inc. MA’s holdings in […]