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Concentric Wealth Management LLC Lowers Position in Union Pacific Co. (NYSE:UNP)

Concentric Wealth Management LLC trimmed its stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 1.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 18,675 shares of the railroad operator’s stock after selling 298 shares during the period. Union Pacific accounts for 1.3% […] ....

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Concentric Wealth Management LLC Takes Position in Cadence Design Systems, Inc. (NASDAQ:CDNS)

Concentric Wealth Management LLC bought a new stake in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm bought 1,596 shares of the software maker’s stock, valued at approximately $435,000. Other large investors have also recently added to or reduced their stakes in the company. DekaBank […] ....

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Fort Sheridan Advisors LLC Grows Stock Position in CVS Health Co. (NYSE:CVS)

Fort Sheridan Advisors LLC boosted its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 2.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,423 shares of the pharmacy operator’s stock after buying an additional 506 shares during the quarter. Fort […] ....

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Forest Avenue Capital Management LP Purchases New Position in Warrior Met Coal, Inc. (NYSE:HCC)

Forest Avenue Capital Management LP purchased a new stake in shares of Warrior Met Coal, Inc. (NYSE:HCC – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 110,300 shares of the company’s stock, valued at approximately $6,725,000. Warrior Met […] ....

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Fort Sheridan Advisors LLC Grows Stock Position in CVS Health Co. (NYSE:CVS)

Fort Sheridan Advisors LLC boosted its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 2.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,423 shares of the pharmacy operator’s stock after buying an additional 506 shares during the quarter. Fort […] ....

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