Intuit (INTU) Shareholder Manchester Capital Management Has Boosted Stake; United Technologies (UTX) Holder Fagan Associates Lifted Stake

February 21, 2018 - By Hazel Jackson

Fagan Associates Inc increased its stake in United Technologies Corp (UTX) by 14.7% based on its latest 2017Q3 regulatory filing with the SEC. Fagan Associates Inc bought 3,790 shares as the company’s stock rose 8.03% with the market. The institutional investor held 29,581 shares of the aerospace company at the end of 2017Q3, valued at $3.43 million, up from 25,791 at the end of the previous reported quarter. Fagan Associates Inc who had been investing in United Technologies Corp for a number of months, seems to be bullish on the $102.59B market cap company. The stock increased 1.43% or $1.81 during the last trading session, reaching $128.27. About 2.08M shares traded. United Technologies Corporation (NYSE:UTX) has risen 22.99% since February 21, 2017 and is uptrending. It has outperformed by 6.29% the S&P500.

Manchester Capital Management Llc increased its stake in Intuit (INTU) by 3422.22% based on its latest 2017Q3 regulatory filing with the SEC. Manchester Capital Management Llc bought 4,004 shares as the company’s stock rose 4.61% with the market. The institutional investor held 4,121 shares of the prepackaged software company at the end of 2017Q3, valued at $586,000, up from 117 at the end of the previous reported quarter. Manchester Capital Management Llc who had been investing in Intuit for a number of months, seems to be bullish on the $44.61 billion market cap company. The stock increased 0.54% or $0.93 during the last trading session, reaching $174.5. About 337,932 shares traded. Intuit Inc. (NASDAQ:INTU) has risen 23.62% since February 21, 2017 and is uptrending. It has outperformed by 6.92% the S&P500.

Among 21 analysts covering United Technologies Corporation (NYSE:UTX), 12 have Buy rating, 0 Sell and 9 Hold. Therefore 57% are positive. United Technologies Corporation had 80 analyst reports since July 21, 2015 according to SRatingsIntel. On Tuesday, August 25 the stock rating was maintained by Deutsche Bank with “Hold”. Citigroup maintained United Technologies Corporation (NYSE:UTX) rating on Wednesday, October 21. Citigroup has “Buy” rating and $115 target. The stock has “Sector Perform” rating by RBC Capital Markets on Thursday, January 28. The company was upgraded on Monday, December 19 by Credit Suisse. The firm has “Hold” rating given on Wednesday, October 25 by Stifel Nicolaus. The firm has “Buy” rating by RBC Capital Markets given on Wednesday, January 3. The firm has “Hold” rating by Deutsche Bank given on Monday, September 21. The firm earned “Buy” rating on Thursday, September 10 by Citigroup. The stock has “Hold” rating by Deutsche Bank on Monday, December 5. The firm has “Hold” rating given on Friday, June 2 by RBC Capital Markets.

Since December 13, 2017, it had 0 insider buys, and 3 selling transactions for $734,561 activity. Amato Elizabeth B sold $546,600 worth of United Technologies Corporation (NYSE:UTX) on Friday, December 15.

Investors sentiment increased to 1.05 in 2017 Q3. Its up 0.10, from 0.95 in 2017Q2. It increased, as 63 investors sold UTX shares while 503 reduced holdings. 111 funds opened positions while 484 raised stakes. 621.08 million shares or 1.52% more from 611.76 million shares in 2017Q2 were reported. Lpl Financial Lc holds 149,223 shares. Moors & Cabot reported 0.91% of its portfolio in United Technologies Corporation (NYSE:UTX). Thrivent For Lutherans owns 0.19% invested in United Technologies Corporation (NYSE:UTX) for 466,388 shares. Teachers Retirement Systems Of The State Of Kentucky accumulated 429,117 shares. St Johns Inv Mngmt Co Lc reported 0.6% of its portfolio in United Technologies Corporation (NYSE:UTX). Riverhead Mngmt Lc has invested 0.07% in United Technologies Corporation (NYSE:UTX). Shufro Rose Limited stated it has 3,033 shares or 0.04% of all its holdings. Trust Of Oklahoma has invested 2.15% in United Technologies Corporation (NYSE:UTX). Lsv Asset Mgmt accumulated 1.47 million shares. Natixis owns 340,921 shares or 0.36% of their US portfolio. Oregon-based Becker Capital Mgmt has invested 0.04% in United Technologies Corporation (NYSE:UTX). Westwood Hldg Gru has invested 0.01% of its portfolio in United Technologies Corporation (NYSE:UTX). Moreover, At Bank has 0.07% invested in United Technologies Corporation (NYSE:UTX). Srb Corporation stated it has 0.02% in United Technologies Corporation (NYSE:UTX). Halbert Hargrove Russell Ltd Llc reported 2,003 shares.

Investors sentiment decreased to 0.92 in 2017 Q3. Its down 0.04, from 0.96 in 2017Q2. It turned negative, as 33 investors sold INTU shares while 249 reduced holdings. 66 funds opened positions while 193 raised stakes. 215.12 million shares or 0.10% less from 215.33 million shares in 2017Q2 were reported. Barr E S invested in 0.03% or 1,979 shares. Advisor Prns Lc reported 0.14% in Intuit Inc. (NASDAQ:INTU). First Allied Advisory Svcs has 0.01% invested in Intuit Inc. (NASDAQ:INTU) for 2,074 shares. 41,527 are held by Appleton Prtn Ma. Patten owns 462 shares. Davidson Advsr holds 0.75% or 48,752 shares. Davis R M Incorporated owns 268,663 shares or 1.58% of their US portfolio. Ardevora Asset Management Limited Liability Partnership has 0.8% invested in Intuit Inc. (NASDAQ:INTU) for 187,900 shares. Plante Moran Financial Advisors Ltd Limited Liability Company stated it has 0% of its portfolio in Intuit Inc. (NASDAQ:INTU). Raymond James Ser Advsr invested in 12,901 shares. Balasa Dinverno And Foltz Limited Company reported 4,870 shares. Chesley Taft And Associate Lc owns 0.07% invested in Intuit Inc. (NASDAQ:INTU) for 6,000 shares. Rafferty Asset Management Ltd Liability invested in 11,000 shares. 75,819 are held by Oregon Employees Retirement Fund. Whittier Trust Of Nevada holds 0.04% or 2,704 shares in its portfolio.

Since August 24, 2017, it had 0 buys, and 11 insider sales for $114.85 million activity. Shares for $26.62 million were sold by COOK SCOTT D. Williams R Neil sold $26.05M worth of Intuit Inc. (NASDAQ:INTU) on Tuesday, September 12. FLOURNOY MARK J also sold $265,839 worth of Intuit Inc. (NASDAQ:INTU) shares. 15,415 shares valued at $2.18 million were sold by Wernikoff Daniel A on Thursday, September 7. 98,901 Intuit Inc. (NASDAQ:INTU) shares with value of $13.37M were sold by Goodarzi Sasan K.

Manchester Capital Management Llc, which manages about $2.59B and $645.43 million US Long portfolio, decreased its stake in Spdr Series Trust by 7,518 shares to 17,593 shares, valued at $1.63M in 2017Q3, according to the filing. It also reduced its holding in Vanguard Intl Equity Index F (VWO) by 7,340 shares in the quarter, leaving it with 13,436 shares, and cut its stake in Vanguard Index Fds (VBR).

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