Focused Investors LLC cut its holdings in Elevance Health, Inc. (NYSE:ELV – Free Report) by 4.8% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 471,700 shares of the company’s stock after selling 23,750 shares during the quarter. Elevance Health makes up 7.5% of […]
Morton Brown Family Wealth LLC raised its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 10.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 152,237 shares of the company’s stock after buying an additional 14,897 shares […]
Day & Ennis LLC lessened its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 46.6% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 17,303 shares of the company’s stock after selling 15,108 shares during the period. Day & Ennis LLC’s holdings […]
Carmel Capital Partners LLC bought a new position in shares of AvalonBay Communities, Inc. (NYSE:AVB – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 879 shares of the real estate investment trust’s stock, valued at approximately $148,000. Other hedge […]
Lederer & Associates Investment Counsel CA raised its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 33,207 shares of the information services provider’s stock after buying an additional 177 shares […]