Procter & Gamble Co (PG) Holder Truepoint Cut Position; United Parcel Service (UPS) Share Value Declined While Vantage Investment Partners Has Cut Holding by $606,360

February 15, 2018 - By Ellis Scott

Truepoint Inc decreased its stake in Procter & Gamble Co (PG) by 3.15% based on its latest 2017Q3 regulatory filing with the SEC. Truepoint Inc sold 9,616 shares as the company’s stock declined 5.32% while stock markets rallied. The institutional investor held 295,556 shares of the package goods and cosmetics company at the end of 2017Q3, valued at $26.89M, down from 305,172 at the end of the previous reported quarter. Truepoint Inc who had been investing in Procter & Gamble Co for a number of months, seems to be less bullish one the $206.31B market cap company. The stock increased 1.43% or $1.155 during the last trading session, reaching $81.835. About 4.56 million shares traded. The Procter & Gamble Company (NYSE:PG) has risen 7.54% since February 15, 2017 and is uptrending. It has underperformed by 9.16% the S&P500.

Vantage Investment Partners Llc decreased its stake in United Parcel Service (UPS) by 4.23% based on its latest 2017Q3 regulatory filing with the SEC. Vantage Investment Partners Llc sold 5,053 shares as the company’s stock declined 3.26% while stock markets rallied. The institutional investor held 114,273 shares of the transportation company at the end of 2017Q3, valued at $13.72M, down from 119,326 at the end of the previous reported quarter. Vantage Investment Partners Llc who had been investing in United Parcel Service for a number of months, seems to be less bullish one the $92.13B market cap company. The stock increased 0.61% or $0.65 during the last trading session, reaching $107.25. About 3.44 million shares traded. United Parcel Service, Inc. (NYSE:UPS) has risen 2.10% since February 15, 2017 and is uptrending. It has underperformed by 14.60% the S&P500.

Truepoint Inc, which manages about $1.62 billion and $1.02B US Long portfolio, upped its stake in Vanguard Index Fds (VOT) by 14,857 shares to 957,002 shares, valued at $116.52M in 2017Q3, according to the filing. It also increased its holding in Vanguard Index Fds (VO) by 7,269 shares in the quarter, for a total of 10,421 shares, and has risen its stake in Vanguard Index Fds (VTI).

Investors sentiment decreased to 0.82 in Q3 2017. Its down 0.12, from 0.94 in 2017Q2. It fall, as 51 investors sold PG shares while 765 reduced holdings. 110 funds opened positions while 558 raised stakes. 1.50 billion shares or 1.10% more from 1.48 billion shares in 2017Q2 were reported. Hendley & invested in 3,260 shares. Alps Advsrs invested in 0.32% or 488,658 shares. New England Private Wealth Llc holds 9,690 shares. Gabelli Funds Lc holds 0.2% or 391,500 shares. Agf Investments reported 167,904 shares. Cacti Asset Mgmt Limited Liability reported 1.15% in The Procter & Gamble Company (NYSE:PG). The Maryland-based Chevy Chase Hldgs Inc has invested 0.95% in The Procter & Gamble Company (NYSE:PG). Prentiss Smith holds 1.89% of its portfolio in The Procter & Gamble Company (NYSE:PG) for 34,401 shares. Tradewinds Capital Lc reported 0.32% of its portfolio in The Procter & Gamble Company (NYSE:PG). First Heartland Consultants invested in 22,977 shares or 0.51% of the stock. Economic Planning Gru Adv has 0.38% invested in The Procter & Gamble Company (NYSE:PG). Brouwer And Janachowski Limited Liability Corporation stated it has 0.05% of its portfolio in The Procter & Gamble Company (NYSE:PG). Silvercrest Asset Management Grp Ltd Llc holds 0.9% of its portfolio in The Procter & Gamble Company (NYSE:PG) for 993,237 shares. Sumitomo Mitsui Asset Mgmt Ltd owns 0.3% invested in The Procter & Gamble Company (NYSE:PG) for 211,625 shares. Mcrae Cap Management reported 5,584 shares.

Among 24 analysts covering Proctor & Gamble (NYSE:PG), 12 have Buy rating, 0 Sell and 12 Hold. Therefore 50% are positive. Proctor & Gamble had 77 analyst reports since August 4, 2015 according to SRatingsIntel. The company was maintained on Wednesday, April 19 by Jefferies. The rating was downgraded by SunTrust to “Hold” on Thursday, December 22. The rating was upgraded by Johnson Rice to “Buy” on Friday, August 26. As per Wednesday, January 27, the company rating was upgraded by Goldman Sachs. The firm has “Buy” rating by Stifel Nicolaus given on Friday, July 22. RBC Capital Markets maintained the stock with “Hold” rating in Tuesday, August 1 report. The rating was maintained by RBC Capital Markets on Tuesday, September 5 with “Hold”. The firm has “Neutral” rating by Atlantic Securities given on Wednesday, January 6. The rating was maintained by Bank of America with “Buy” on Tuesday, September 19. The firm earned “Buy” rating on Thursday, July 14 by UBS.

Since August 15, 2017, it had 0 insider purchases, and 3 sales for $3.16 million activity. Abdelfattah Mohamed Samir Abdelrazek sold 838 shares worth $77,130. Schomburger Jeffrey K had sold 2,170 shares worth $199,728. Majoras Deborah P also sold $401,642 worth of The Procter & Gamble Company (NYSE:PG) on Saturday, September 30. 1,257 shares were sold by Matthew Price, worth $115,695. Sheppard Valarie L also sold $1.87M worth of The Procter & Gamble Company (NYSE:PG) shares. $265,554 worth of The Procter & Gamble Company (NYSE:PG) shares were sold by FergusonMchugh MaryLynn.

Vantage Investment Partners Llc, which manages about $1.53 billion and $1.28B US Long portfolio, upped its stake in At&T Inc (NYSE:T) by 65,861 shares to 295,858 shares, valued at $11.59 million in 2017Q3, according to the filing. It also increased its holding in Travelers Cos Inc/The (NYSE:TRV) by 8,429 shares in the quarter, for a total of 110,150 shares, and has risen its stake in Vanguard Index Fds (VOO).

Among 23 analysts covering United Parcel Service (NYSE:UPS), 9 have Buy rating, 1 Sell and 13 Hold. Therefore 39% are positive. United Parcel Service had 65 analyst reports since July 29, 2015 according to SRatingsIntel. The firm has “Buy” rating by Deutsche Bank given on Monday, December 4. Macquarie Research maintained United Parcel Service, Inc. (NYSE:UPS) rating on Wednesday, October 28. Macquarie Research has “Neutral” rating and $107 target. Susquehanna maintained it with “Hold” rating and $134.0 target in Thursday, February 1 report. The firm has “Buy” rating by S&P Research given on Tuesday, September 22. The firm earned “Buy” rating on Monday, January 8 by Deutsche Bank. As per Wednesday, July 29, the company rating was maintained by S&P Research. The stock of United Parcel Service, Inc. (NYSE:UPS) has “Hold” rating given on Monday, January 8 by Stephens. The rating was maintained by Stifel Nicolaus with “Hold” on Thursday, July 27. BMO Capital Markets maintained the shares of UPS in report on Wednesday, July 5 with “Hold” rating. The stock of United Parcel Service, Inc. (NYSE:UPS) has “Buy” rating given on Friday, August 14 by Zacks.

Investors sentiment increased to 1.14 in Q3 2017. Its up 0.09, from 1.05 in 2017Q2. It is positive, as 46 investors sold UPS shares while 390 reduced holdings. 104 funds opened positions while 395 raised stakes. 451.38 million shares or 0.77% more from 447.95 million shares in 2017Q2 were reported. Abner Herrman Brock Ltd stated it has 2,188 shares or 0.05% of all its holdings. Triangle Wealth Mgmt reported 1,745 shares or 0.12% of all its holdings. Regent Inv Management Llc has 1,839 shares for 0.07% of their portfolio. Financial Bank Of The Ozarks holds 0.25% or 5,143 shares in its portfolio. Silvercrest Asset Grp Limited Liability Corp holds 22,680 shares or 0.03% of its portfolio. Natl Asset Mgmt holds 0.08% of its portfolio in United Parcel Service, Inc. (NYSE:UPS) for 3,860 shares. Calamos Advisors Lc, Illinois-based fund reported 307,316 shares. Zwj Inv Counsel Incorporated reported 0.06% in United Parcel Service, Inc. (NYSE:UPS). Fiduciary accumulated 0.04% or 11,201 shares. Segall Bryant And Hamill Ltd Limited Liability Company owns 69,165 shares for 0.19% of their portfolio. Advent Cap Mgmt De holds 0.14% of its portfolio in United Parcel Service, Inc. (NYSE:UPS) for 63,600 shares. Iberiabank Corp reported 21,610 shares. Hartford has 74 shares for 0% of their portfolio. 120,827 are owned by Private Advisor Group Incorporated Limited. Manufacturers Life Insurance Com The reported 1.78 million shares.

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