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August 9, 2023
Equitable Trust Co. trimmed its stake in AstraZeneca PLC (NASDAQ:AZN – Free Report) by 11.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 48,094 shares of the company’s stock after selling 6,230 shares during the period. Equitable Trust Co.’s holdings in AstraZeneca were […]
August 9, 2023
Equitable Trust Co. decreased its position in shares of Accenture plc (NYSE:ACN – Free Report) by 40.2% in the first quarter, Holdings Channel.com reports. The firm owned 19,570 shares of the information technology services provider’s stock after selling 13,172 shares during the period. Equitable Trust Co.’s holdings in Accenture were worth $5,593,000 as of its […]
August 9, 2023
Equitable Trust Co. cut its position in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 16.8% during the 1st quarter, HoldingsChannel.com reports. The firm owned 157,141 shares of the real estate investment trust’s stock after selling 31,704 shares during the period. Crown Castle accounts for 1.7% of Equitable Trust Co.’s investment portfolio, making […]
August 9, 2023
Equitable Trust Co. boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 1.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,940 shares of the company’s stock after buying an additional 156 shares during the quarter. […]
August 9, 2023
Equitable Trust Co. trimmed its holdings in KKR & Co. Inc. (NYSE:KKR – Free Report) by 6.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 121,539 shares of the asset manager’s stock after selling 8,079 shares during the period. Equitable Trust […]
August 9, 2023
Equitable Trust Co. trimmed its position in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Free Report) by 1.0% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 166,851 shares of the company’s stock after selling 1,713 shares during the period. Equitable Trust Co.’s holdings […]
August 9, 2023
Equitable Trust Co. lowered its stake in American Express (NYSE:AXP) by 3.0% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 122,090 shares of the payment services company’s stock after selling 3,727 shares during the quarter. American Express accounts for approximately 1.6% of […]
August 9, 2023
Equitable Trust Co. grew its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 2.8% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,838 shares of the home improvement retailer’s stock after purchasing an additional 677 shares […]
August 9, 2023
Equitable Trust Co. lowered its position in shares of Aon plc (NYSE:AON – Free Report) by 13.7% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 14,743 shares of the financial services provider’s stock after selling 2,332 shares during the quarter. […]
August 9, 2023
Equitable Trust Co. cut its holdings in shares of Ferrari (NYSE:RACE – Free Report) by 12.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 15,222 shares of the company’s stock after selling 2,153 shares during the quarter. Equitable Trust Co.’s holdings […]