Aull & Monroe Investment Management Corp recently sold 2,600 shares of Carrier Global Corporation, reducing its position by nearly 30%. The institutional investor now holds 6,183 shares, valued at $453,000, as reported by HoldingsChannel.
Harbour Investments Inc. has expanded its position in Capital Group Dividend Value ETF by 13.1% during the second quarter. The firm added 64,918 shares, bringing its total to over half a million, according to a recent SEC filing.
IFP Advisors Inc made a portfolio adjustment in the second quarter, reducing its stake in Workday, Inc. by 2.6%. After selling 73 shares, the firm now holds 2,789 shares worth $670,000 at the end of the reporting period.
KLP Kapitalforvaltning AS has trimmed its position in Corpay, Inc. by 43.8%, selling 20,100 shares in the second quarter. The institutional investor now holds 25,808 shares, as disclosed in a recent SEC filing. This move offers insights into shifting investment trends among major shareholders.
Global Strategic Investment Solutions LLC recently scaled back its stake in Vanguard Small-Cap ETF by 1.4%. The firm sold 74 shares during the second quarter, leaving it with 5,368 shares in total.
Bayforest Capital Ltd has sharply reduced its stake in Bio-Rad Laboratories, Inc., selling 194 shares during the first quarter. The latest regulatory filing confirms a 53.2% decrease in the company’s holdings of the medical research firm.
Cigna Investments Inc. New recently reduced its Starbucks holdings by 1.3%, selling 150 shares in the first quarter. Despite the trimming, the investment still amounted to 11,404 shares, valued at $1,119,000 at the close of the reporting period.
