United American Securities Has Trimmed Holding in Disney Walt Co Disney Com (DIS) by $628,866 as Valuation Declined; Veritas Investment Management Llp Increases Holding in Thermo Fisher Scientific (TMO)

February 15, 2018 - By Adrian Erickson

United American Securities Inc decreased its stake in Disney Walt Co Disney Com (DIS) by 8.57% based on its latest 2017Q3 regulatory filing with the SEC. United American Securities Inc sold 6,417 shares as the company’s stock declined 2.31% while stock markets rallied. The institutional investor held 68,435 shares of the television services company at the end of 2017Q3, valued at $6.75 million, down from 74,852 at the end of the previous reported quarter. United American Securities Inc who had been investing in Disney Walt Co Disney Com for a number of months, seems to be less bullish one the $157.35 billion market cap company. The stock increased 0.04% or $0.04 during the last trading session, reaching $104.64. About 2.91 million shares traded. The Walt Disney Company (NYSE:DIS) has risen 9.26% since February 15, 2017 and is uptrending. It has underperformed by 7.44% the S&P500.

Veritas Investment Management Llp increased its stake in Thermo Fisher Scientific Inc (TMO) by 1.98% based on its latest 2017Q3 regulatory filing with the SEC. Veritas Investment Management Llp bought 8,149 shares as the company’s stock rose 8.13% with the market. The institutional investor held 420,003 shares of the industrial machinery and components company at the end of 2017Q3, valued at $79.45M, up from 411,854 at the end of the previous reported quarter. Veritas Investment Management Llp who had been investing in Thermo Fisher Scientific Inc for a number of months, seems to be bullish on the $83.82B market cap company. The stock increased 0.35% or $0.72 during the last trading session, reaching $209.03. About 406,419 shares traded. Thermo Fisher Scientific Inc. (NYSE:TMO) has risen 15.57% since February 15, 2017 and is uptrending. It has underperformed by 1.13% the S&P500.




Among 39 analysts covering The Walt Disney Company (NYSE:DIS), 23 have Buy rating, 3 Sell and 13 Hold. Therefore 59% are positive. The Walt Disney Company had 152 analyst reports since July 24, 2015 according to SRatingsIntel. On Wednesday, September 2 the stock rating was initiated by CLSA with “Outperform”. Barclays Capital maintained the shares of DIS in report on Sunday, August 16 with “Hold” rating. Goldman Sachs maintained it with “Buy” rating and $134 target in Thursday, May 11 report. The firm has “Underperform” rating by BMO Capital Markets given on Thursday, February 8. The firm has “Buy” rating by Credit Suisse given on Thursday, May 25. The rating was downgraded by Wells Fargo to “Hold” on Tuesday, August 25. Bank of America maintained The Walt Disney Company (NYSE:DIS) on Wednesday, January 10 with “Buy” rating. The stock has “Buy” rating by Topeka Capital Markets on Monday, February 8. The firm earned “Underperform” rating on Monday, May 15 by BMO Capital Markets. Barclays Capital upgraded it to “Equal Weight” rating and $89 target in Friday, November 11 report.

Investors sentiment decreased to 0.89 in Q3 2017. Its down 0.20, from 1.09 in 2017Q2. It worsened, as 90 investors sold DIS shares while 649 reduced holdings. 95 funds opened positions while 563 raised stakes. 898.84 million shares or 2.35% less from 920.44 million shares in 2017Q2 were reported. Mitchell Mcleod Pugh Williams reported 16,431 shares. Advisors Asset Mngmt holds 48,502 shares. First Midwest Bankshares Trust Division reported 0.38% stake. Stevens First Principles Inv stated it has 0.06% of its portfolio in The Walt Disney Company (NYSE:DIS). Cincinnati Financial stated it has 542,000 shares or 2.43% of all its holdings. Df Dent And Inc stated it has 10,826 shares. Wealthtrust invested in 0.02% or 402 shares. Michigan-based Chemical Bankshares has invested 0.79% in The Walt Disney Company (NYSE:DIS). 234,424 are owned by Pinebridge Invs Ltd Partnership. Lee Danner And Bass has invested 1.19% in The Walt Disney Company (NYSE:DIS). 16,000 were accumulated by Midas Management Corporation. Utah Retirement Systems reported 287,377 shares. Old Mutual Global Invsts (Uk) accumulated 3,300 shares. Neuberger Berman Lc stated it has 0.11% of its portfolio in The Walt Disney Company (NYSE:DIS). Ipg Investment Advisors Limited Liability stated it has 67,309 shares or 2.28% of all its holdings.

United American Securities Inc, which manages about $201.06M and $205.64M US Long portfolio, upped its stake in Fedex Corp Com (NYSE:FDX) by 2,775 shares to 27,460 shares, valued at $6.19M in 2017Q3, according to the filing. It also increased its holding in Southwest Airls Co Com (NYSE:LUV) by 80,950 shares in the quarter, for a total of 87,950 shares, and has risen its stake in Alibaba Group Hldg Ltd (NYSE:BABA).

Among 19 analysts covering Thermo Fisher Scientific (NYSE:TMO), 18 have Buy rating, 0 Sell and 1 Hold. Therefore 95% are positive. Thermo Fisher Scientific had 61 analyst reports since July 24, 2015 according to SRatingsIntel. The firm has “Buy” rating by Robert W. Baird given on Monday, October 2. Barclays Capital maintained Thermo Fisher Scientific Inc. (NYSE:TMO) rating on Tuesday, July 19. Barclays Capital has “Overweight” rating and $175 target. The stock has “Buy” rating by Cowen & Co on Wednesday, January 31. The rating was initiated by Deutsche Bank with “Buy” on Thursday, January 7. The stock has “Buy” rating by Mizuho on Tuesday, May 3. As per Friday, April 29, the company rating was downgraded by Jefferies. The rating was maintained by Jefferies with “Hold” on Tuesday, August 22. Cowen & Co maintained it with “Buy” rating and $220.0 target in Friday, September 8 report. The firm has “Buy” rating by Barclays Capital given on Monday, September 25. BTIG Research reinitiated the stock with “Buy” rating in Friday, July 22 report.

Veritas Investment Management Llp, which manages about $739.80 million US Long portfolio, decreased its stake in Cl A by 1,954 shares to 36,714 shares, valued at $35.74 million in 2017Q3, according to the filing.

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