Digital Realty Trust (DLR) Shareholder Security National Trust Co Boosted Its Holding by $419,490; Parnassus Investments Holding in United Parcel Service Class B (UPS) Has Raised by $1.30 Million

February 22, 2018 - By Dolores Ford

Security National Trust Co increased its stake in Digital Realty Trust (DLR) by 244.33% based on its latest 2017Q3 regulatory filing with the SEC. Security National Trust Co bought 3,555 shares as the company’s stock rose 10.26% with the market. The institutional investor held 5,010 shares of the consumer services company at the end of 2017Q3, valued at $592,000, up from 1,455 at the end of the previous reported quarter. Security National Trust Co who had been investing in Digital Realty Trust for a number of months, seems to be bullish on the $20.93B market cap company. The stock decreased 1.64% or $1.63 during the last trading session, reaching $97.95. About 2.91 million shares traded or 90.56% up from the average. Digital Realty Trust, Inc. (NYSE:DLR) has risen 23.90% since February 22, 2017 and is uptrending. It has outperformed by 7.20% the S&P500.

Parnassus Investments increased its stake in United Parcel Service Inc. Class B (UPS) by 0.17% based on its latest 2017Q3 regulatory filing with the SEC. Parnassus Investments bought 10,849 shares as the company’s stock declined 3.26% while stock markets rallied. The institutional investor held 6.46M shares of the transportation company at the end of 2017Q3, valued at $775.39 million, up from 6.45M at the end of the previous reported quarter. Parnassus Investments who had been investing in United Parcel Service Inc. Class B for a number of months, seems to be bullish on the $89.94B market cap company. The stock decreased 0.01% or $0.01 during the last trading session, reaching $104.7. About 5.52M shares traded or 26.27% up from the average. United Parcel Service, Inc. (NYSE:UPS) has risen 2.10% since February 22, 2017 and is uptrending. It has underperformed by 14.60% the S&P500.

Security National Trust Co, which manages about $303.29 million US Long portfolio, decreased its stake in Facebook Inc (NASDAQ:FB) by 2,252 shares to 12,987 shares, valued at $2.22M in 2017Q3, according to the filing. It also reduced its holding in United Bankshares Inc Wes (NASDAQ:UBSI) by 15,959 shares in the quarter, leaving it with 30,901 shares, and cut its stake in Johnson & Johnson (NYSE:JNJ).

Investors sentiment increased to 2.06 in 2017 Q3. Its up 1.03, from 1.03 in 2017Q2. It improved, as 44 investors sold DLR shares while 119 reduced holdings. 95 funds opened positions while 241 raised stakes. 198.28 million shares or 22.83% more from 161.43 million shares in 2017Q2 were reported. State Of Alaska Department Of Revenue owns 0.6% invested in Digital Realty Trust, Inc. (NYSE:DLR) for 100,276 shares. Glg Lc invested in 0.06% or 7,337 shares. Heritage Investors Mngmt Corp reported 0.02% of its portfolio in Digital Realty Trust, Inc. (NYSE:DLR). Metropolitan Life Ins Com Ny holds 114,668 shares or 0.08% of its portfolio. Sheets Smith Wealth accumulated 4,996 shares. Keybank Association Oh stated it has 46,568 shares. Morgan Dempsey Management Ltd Com invested in 1.81% or 45,091 shares. Stratos Wealth Prtn accumulated 28,432 shares. Cadence Cap Ltd Limited Liability Company, a Massachusetts-based fund reported 11,741 shares. Ledyard Comml Bank reported 935 shares. Gulf Natl Bank (Uk), a United Kingdom-based fund reported 64,780 shares. Hartford Investment Mgmt Com invested 0.1% of its portfolio in Digital Realty Trust, Inc. (NYSE:DLR). Korea Investment owns 0.17% invested in Digital Realty Trust, Inc. (NYSE:DLR) for 306,757 shares. Pensionfund Dsm Netherlands owns 33,750 shares. Cordasco Fin Net owns 6,909 shares.

Among 22 analysts covering Digital Realty Trust (NYSE:DLR), 12 have Buy rating, 1 Sell and 9 Hold. Therefore 55% are positive. Digital Realty Trust had 83 analyst reports since July 31, 2015 according to SRatingsIntel. The firm has “Hold” rating given on Thursday, February 15 by Jefferies. The stock has “Buy” rating by KeyBanc Capital Markets on Friday, October 27. The firm has “Hold” rating by Jefferies given on Tuesday, July 19. KeyBanc Capital Markets maintained the shares of DLR in report on Thursday, August 24 with “Buy” rating. On Wednesday, June 1 the stock rating was initiated by Wells Fargo with “Outperform”. Barclays Capital maintained it with “Overweight” rating and $118 target in Tuesday, July 19 report. Barclays Capital maintained Digital Realty Trust, Inc. (NYSE:DLR) on Monday, November 9 with “Overweight” rating. SunTrust maintained it with “Buy” rating and $140.0 target in Wednesday, December 6 report. The firm earned “Overweight” rating on Tuesday, January 30 by Barclays Capital. On Thursday, September 3 the stock rating was upgraded by Raymond James to “Outperform”.

Among 24 analysts covering United Parcel Service (NYSE:UPS), 10 have Buy rating, 1 Sell and 13 Hold. Therefore 42% are positive. United Parcel Service had 68 analyst reports since July 29, 2015 according to SRatingsIntel. The firm has “Underweight” rating by Morgan Stanley given on Tuesday, February 23. The stock has “Market Perform” rating by BMO Capital Markets on Friday, October 27. As per Friday, October 27, the company rating was maintained by UBS. On Wednesday, February 22 the stock rating was downgraded by Bank of America to “Neutral”. The rating was maintained by Morgan Stanley on Monday, December 11 with “Sell”. Credit Suisse maintained United Parcel Service, Inc. (NYSE:UPS) rating on Thursday, October 12. Credit Suisse has “Hold” rating and $116.0 target. Deutsche Bank upgraded the stock to “Buy” rating in Monday, December 4 report. On Thursday, February 1 the stock rating was maintained by Stifel Nicolaus with “Hold”. The rating was upgraded by Zacks on Tuesday, August 25 to “Hold”. The stock of United Parcel Service, Inc. (NYSE:UPS) has “Hold” rating given on Monday, August 21 by Cowen & Co.

Investors sentiment increased to 1.14 in 2017 Q3. Its up 0.09, from 1.05 in 2017Q2. It increased, 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. Moreover, Welch & Forbes Ltd Com has 0.25% invested in United Parcel Service, Inc. (NYSE:UPS). Los Angeles Cap Mngmt & Equity Rech stated it has 103,192 shares. Ronna Sue Cohen holds 2.31% or 25,255 shares. Parkside Natl Bank accumulated 1,238 shares. Oppenheimer And reported 0.1% in United Parcel Service, Inc. (NYSE:UPS). Virtus Investment Advisers has 0.22% invested in United Parcel Service, Inc. (NYSE:UPS). Legal & General Gru Public Ltd holds 0.36% or 4.02M shares. Deutsche Bank Ag owns 1.32 million shares for 0.11% of their portfolio. Tower Bridge Advisors, Pennsylvania-based fund reported 2,963 shares. Liberty Capital Mgmt holds 5,730 shares or 0.38% of its portfolio. Weaver C Barksdale And Incorporated stated it has 1.75% of its portfolio in United Parcel Service, Inc. (NYSE:UPS). Deltec Asset Mgmt Limited Company reported 0.06% stake. Moreover, Iat Reinsurance Ltd has 0.37% invested in United Parcel Service, Inc. (NYSE:UPS) for 20,000 shares. 19,750 were reported by Mountain Pacific Inv Advisers Inc Id. Whittier Trust Of Nevada Incorporated accumulated 18,812 shares.

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our daily email newsletter.





Free Email Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our free daily email newsletter: