Gratry & Company Has Boosted Its Holding in Banco Santander Adr (SAN) by $795,462 as Valuation Rose; Founders Capital Management Has Raised Its Holding in United Parcel Service B (UPS) by $392,280 as Stock Price Declined

January 14, 2018 - By Kurt Siggers

Founders Capital Management Llc increased its stake in United Parcel Service B (UPS) by 26.71% based on its latest 2017Q3 regulatory filing with the SEC. Founders Capital Management Llc bought 3,269 shares as the company’s stock declined 3.26% while stock markets rallied. The institutional investor held 15,509 shares of the transportation company at the end of 2017Q3, valued at $1.86M, up from 12,240 at the end of the previous reported quarter. Founders Capital Management Llc who had been investing in United Parcel Service B for a number of months, seems to be bullish on the $115.55 billion market cap company. The stock increased 0.47% or $0.63 during the last trading session, reaching $134.09. About 4.21M shares traded or 42.07% up from the average. United Parcel Service, Inc. (NYSE:UPS) has risen 2.10% since January 14, 2017 and is uptrending. It has underperformed by 14.60% the S&P500.

Gratry & Company Llc increased its stake in Banco Santander Adr (SAN) by 68.91% based on its latest 2017Q3 regulatory filing with the SEC. Gratry & Company Llc bought 132,577 shares as the company’s stock rose 20.33% with the market. The institutional investor held 324,972 shares of the finance company at the end of 2017Q3, valued at $2.26 million, up from 192,395 at the end of the previous reported quarter. Gratry & Company Llc who had been investing in Banco Santander Adr for a number of months, seems to be bullish on the $114.72B market cap company. The stock increased 0.84% or $0.06 during the last trading session, reaching $7.17. About 5.37M shares traded or 31.58% up from the average. Banco Santander, S.A. (NYSE:SAN) has risen 44.48% since January 14, 2017 and is uptrending. It has outperformed by 27.78% the S&P500.

Investors sentiment increased to 1.14 in 2017 Q3. Its up 0.09, from 1.05 in 2017Q2. It improved, 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. Profit Investment Mgmt Ltd reported 0.36% in United Parcel Service, Inc. (NYSE:UPS). Washington Financial Bank owns 7,018 shares. Vantage Investment Prtnrs Ltd holds 1.07% of its portfolio in United Parcel Service, Inc. (NYSE:UPS) for 114,273 shares. Deutsche Bank & Trust Ag, a Germany-based fund reported 1.32M shares. Altfest L J And holds 0.46% in United Parcel Service, Inc. (NYSE:UPS) or 7,929 shares. Crawford Investment Counsel Incorporated reported 729,769 shares. Dorsey Whitney Tru Communication Ltd reported 1.5% of its portfolio in United Parcel Service, Inc. (NYSE:UPS). Northwestern Mutual Wealth Mngmt accumulated 39,940 shares. Haverford Trust holds 349,424 shares or 0.88% of its portfolio. The New York-based Griffin Asset has invested 0.28% in United Parcel Service, Inc. (NYSE:UPS). Susquehanna Group Llp invested 0% in United Parcel Service, Inc. (NYSE:UPS). Mason Street Ltd Liability has 0.28% invested in United Parcel Service, Inc. (NYSE:UPS) for 95,614 shares. Sentinel Asset Mngmt invested in 20,000 shares. Mirae Asset Glob Invs invested 0.12% of its portfolio in United Parcel Service, Inc. (NYSE:UPS). New England Rech And Mngmt owns 12,475 shares or 1.1% of their US portfolio.

Founders Capital Management Llc, which manages about $193.00M and $210.28M US Long portfolio, decreased its stake in Lockheed Martin Corp (NYSE:LMT) by 4,432 shares to 19,790 shares, valued at $6.14 million in 2017Q3, according to the filing. It also reduced its holding in Mc Donalds Corp (NYSE:MCD) by 4,119 shares in the quarter, leaving it with 14,517 shares, and cut its stake in Home Depot Inc (NYSE:HD).

Since August 22, 2017, it had 0 buys, and 1 insider sale for $2.02 million activity.

Among 21 analysts covering United Parcel Service (NYSE:UPS), 8 have Buy rating, 1 Sell and 12 Hold. Therefore 38% are positive. United Parcel Service had 55 analyst reports since July 29, 2015 according to SRatingsIntel. The rating was maintained by UBS on Friday, October 27 with “Neutral”. The firm has “Sell” rating by Morgan Stanley given on Monday, December 11. Zacks downgraded United Parcel Service, Inc. (NYSE:UPS) on Friday, August 14 to “Buy” rating. The stock has “Market Perform” rating by BMO Capital Markets on Friday, October 27. As per Tuesday, August 25, the company rating was upgraded by Zacks. Stifel Nicolaus maintained United Parcel Service, Inc. (NYSE:UPS) on Friday, October 27 with “Hold” rating. JP Morgan maintained United Parcel Service, Inc. (NYSE:UPS) on Thursday, October 12 with “Neutral” rating. Aegis Capital upgraded United Parcel Service, Inc. (NYSE:UPS) rating on Wednesday, February 8. Aegis Capital has “Buy” rating and $120 target. The company was upgraded on Monday, December 4 by Deutsche Bank. The firm has “Hold” rating by Robert W. Baird given on Thursday, October 5.

Gratry & Company Llc, which manages about $345.58 million and $81.73 million US Long portfolio, decreased its stake in Sap Ag (NYSE:SAP) by 3,993 shares to 20,727 shares, valued at $2.27 million in 2017Q3, according to the filing. It also reduced its holding in Flex Ltd (NASDAQ:FLEX) by 51,380 shares in the quarter, leaving it with 17,620 shares, and cut its stake in Crh Plc (NYSE:CRH).

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