Force Capital Management Has Increased Its Position in Apple (AAPL) by $1.57 Million; Monroe Bank & Trust Has Upped Its La Z Boy (LZB) Holding

February 19, 2018 - By Vivian Currie

Monroe Bank & Trust increased its stake in La Z Boy Inc (LZB) by 30.17% based on its latest 2017Q3 regulatory filing with the SEC. Monroe Bank & Trust bought 21,282 shares as the company’s stock declined 6.70% while stock markets rallied. The institutional investor held 91,820 shares of the home furnishings company at the end of 2017Q3, valued at $2.85M, up from 70,538 at the end of the previous reported quarter. Monroe Bank & Trust who had been investing in La Z Boy Inc for a number of months, seems to be bullish on the $1.38B market cap company. The stock decreased 2.18% or $0.65 during the last trading session, reaching $29.1. About 365,329 shares traded. La-Z-Boy Incorporated (NYSE:LZB) has risen 10.10% since February 19, 2017 and is uptrending. It has underperformed by 6.60% the S&P500.

Robert Jaffe increased its stake in Apple Inc (AAPL) by 62.79% based on its latest 2017Q3 regulatory filing with the SEC. Force Capital Management Llc bought 10,200 shares as the company’s stock rose 12.78% with the market. The hedge fund run by Robert Jaffe held 26,445 shares of the computer manufacturing company at the end of 2017Q3, valued at $4.08M, up from 16,245 at the end of the previous reported quarter. Force Capital Management Llc who had been investing in Apple Inc for a number of months, seems to be bullish on the $874.91B market cap company. The stock decreased 0.32% or $0.56 during the last trading session, reaching $172.43. About 40.18M shares traded or 17.89% up from the average. Apple Inc. (NASDAQ:AAPL) has risen 62.48% since February 19, 2017 and is uptrending. It has outperformed by 45.78% the S&P500.

Investors sentiment increased to 0.7 in Q3 2017. Its up 0.02, from 0.68 in 2017Q2. It is positive, as 52 investors sold AAPL shares while 1034 reduced holdings. 116 funds opened positions while 640 raised stakes. 2.97 billion shares or 2.78% less from 3.06 billion shares in 2017Q2 were reported. Synovus Corp owns 385,791 shares. National Bank Incorporated invested in 3.57% or 58,349 shares. Verity Asset Inc reported 7,990 shares. Carlson LP has invested 0.18% in Apple Inc. (NASDAQ:AAPL). Moreno Evelyn V stated it has 85,239 shares. Paloma Ptnrs invested 0.18% in Apple Inc. (NASDAQ:AAPL). Cahill Fincl Advsrs holds 1.61% of its portfolio in Apple Inc. (NASDAQ:AAPL) for 19,729 shares. State Street Corp has 2.75% invested in Apple Inc. (NASDAQ:AAPL) for 206.45 million shares. Family Firm holds 8,771 shares or 0.56% of its portfolio. Hermes Inv Limited stated it has 1.29% of its portfolio in Apple Inc. (NASDAQ:AAPL). Fruth Investment Management invested in 11,132 shares or 0.79% of the stock. Federated Invsts Pa, a Pennsylvania-based fund reported 476,249 shares. Pennsylvania-based Cordasco Networks has invested 0.62% in Apple Inc. (NASDAQ:AAPL). Huntington National Bank stated it has 722,979 shares. Wallace Cap Mgmt Incorporated owns 2,148 shares or 0.05% of their US portfolio.

Among 53 analysts covering Apple Inc. (NASDAQ:AAPL), 34 have Buy rating, 1 Sell and 18 Hold. Therefore 64% are positive. Apple Inc. had 378 analyst reports since July 21, 2015 according to SRatingsIntel. The firm has “Buy” rating by Citigroup given on Tuesday, September 1. HSBC initiated it with “Buy” rating and $193.0 target in Wednesday, October 25 report. Barclays Capital maintained the stock with “Overweight” rating in Wednesday, October 28 report. The rating was maintained by Robert W. Baird on Friday, August 7 with “Buy”. The stock of Apple Inc. (NASDAQ:AAPL) has “Buy” rating given on Wednesday, December 16 by UBS. The rating was maintained by KeyBanc Capital Markets with “Hold” on Thursday, September 7. On Tuesday, August 25 the stock rating was maintained by Nomura with “Buy”. On Tuesday, February 28 the stock rating was maintained by Guggenheim with “Buy”. The firm has “Hold” rating given on Thursday, June 15 by Barclays Capital. As per Tuesday, September 12, the company rating was maintained by UBS.

Since August 24, 2017, it had 0 insider purchases, and 7 sales for $70.47 million activity. Shares for $8.79 million were sold by SCHILLER PHILIP W on Tuesday, October 3. AHRENDTS ANGELA J sold $9.78M worth of Apple Inc. (NASDAQ:AAPL) on Tuesday, October 3. Another trade for 268,623 shares valued at $43.15M was sold by COOK TIMOTHY D. On Monday, August 28 the insider Srouji Johny sold $948,612.

Investors sentiment decreased to 0.85 in 2017 Q3. Its down 0.38, from 1.23 in 2017Q2. It dropped, as 31 investors sold LZB shares while 61 reduced holdings. 27 funds opened positions while 51 raised stakes. 40.13 million shares or 2.78% less from 41.27 million shares in 2017Q2 were reported. Gemmer Asset Mngmt Lc accumulated 251 shares. Wells Fargo And Communications Mn invested in 0% or 178,280 shares. 1,738 were reported by Federated Invsts Pa. Advsr Preferred Ltd Company has 0.05% invested in La-Z-Boy Incorporated (NYSE:LZB). Hsbc Public has 0% invested in La-Z-Boy Incorporated (NYSE:LZB) for 8,826 shares. Victory Capital invested in 4,624 shares or 0% of the stock. Botty Invsts Limited Liability, a Illinois-based fund reported 542,726 shares. 3.41M were reported by Wellington Mngmt Llp. Glenmede Trust Co Na has 11,873 shares. Geode Management Ltd reported 0.01% in La-Z-Boy Incorporated (NYSE:LZB). Los Angeles & Equity Rech Inc holds 33,253 shares or 0.01% of its portfolio. Dupont Corporation holds 0.02% or 40,765 shares in its portfolio. Voya Inv Management Ltd Liability Company accumulated 87,185 shares or 0.01% of the stock. Cornercap Investment Counsel stated it has 0.08% in La-Z-Boy Incorporated (NYSE:LZB). Blackrock, a New York-based fund reported 5.93 million shares.

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