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June 28, 2023
J2 Capital Management Inc grew its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 103.4% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,367 shares of the exchange traded fund’s stock after buying an additional 3,745 […]
April 28, 2023
Klingenstein Fields & Co. LP lessened its holdings in shares of Johnson & Johnson (NYSE:JNJ – Get Rating) by 1.8% in the fourth quarter, HoldingsChannel.com reports. The fund owned 275,998 shares of the company’s stock after selling 5,095 shares during the period. Johnson & Johnson accounts for about 2.5% of Klingenstein Fields & Co. LP’s […]
April 21, 2023
Klingenstein Fields & Co. LP trimmed its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 2.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 232,580 shares of the information services provider’s stock after selling 5,333 shares during the […]
April 21, 2023
Kades & Cheifetz LLC acquired a new position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 45,861 shares of the company’s stock, valued at approximately $1,086,000. Several other institutional investors also recently modified […]
April 21, 2023
Klingenstein Fields & Co. LP trimmed its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 2.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 323,552 shares of the company’s stock after selling 7,702 shares during the period. Merck & Co., […]
April 21, 2023
Klingenstein Fields & Co. LP decreased its position in Visa Inc. (NYSE:V – Get Rating) by 0.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 58,992 shares of the credit-card processor’s stock after selling 384 shares during the quarter. Klingenstein Fields & Co. LP’s […]
April 20, 2023
Mach 1 Financial Group LLC raised its holdings in BlackRock, Inc. (NYSE:BLK – Get Rating) by 6,212.5% during the 4th quarter, Holdings Channel reports. The firm owned 1,515 shares of the asset manager’s stock after buying an additional 1,491 shares during the quarter. Mach 1 Financial Group LLC’s holdings in BlackRock were worth $1,074,000 at […]
April 19, 2023
Rheos Capital Works Inc. purchased a new position in shares of Starbucks Co. (NASDAQ:SBUX – Get Rating) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 200,000 shares of the coffee company’s stock, valued at approximately $19,840,000. Starbucks accounts for 1.2% of Rheos Capital […]
April 19, 2023
Klingenstein Fields & Co. LP boosted its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Get Rating) by 15.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,527 shares of the exchange traded fund’s stock after buying an additional 200 […]
April 19, 2023
Klingenstein Fields & Co. LP bought a new position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Get Rating) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,390 shares of the company’s stock, valued at approximately $211,000. A number of other […]