Procter And Gamble Co. (PG) Holder Trian Fund Management LP Has Boosted Stake by $26.69 Million as Stock Value Declined; Trustmark National Bank Trust Department Holding in Unitedhealth Group (UNH) Lowered by $2.73 Million as Market Valuation Rose

January 22, 2018 - By Richard Conner

Trustmark National Bank Trust Department decreased its stake in Unitedhealth Group Inc (UNH) by 73.49% based on its latest 2017Q3 regulatory filing with the SEC. Trustmark National Bank Trust Department sold 14,012 shares as the company’s stock rose 9.50% with the market. The institutional investor held 5,054 shares of the medical specialities company at the end of 2017Q3, valued at $990,000, down from 19,066 at the end of the previous reported quarter. Trustmark National Bank Trust Department who had been investing in Unitedhealth Group Inc for a number of months, seems to be less bullish one the $235.82B market cap company. The stock increased 0.08% or $0.19 during the last trading session, reaching $243.35. About 4.29 million shares traded or 46.90% up from the average. UnitedHealth Group Incorporated (NYSE:UNH) has risen 32.76% since January 22, 2017 and is uptrending. It has outperformed by 16.06% the S&P500.

Nelson Peltz increased its stake in Procter And Gamble Co. (PG) by 0.79% based on its latest 2017Q3 regulatory filing with the SEC. Trian Fund Management Lp bought 296,609 shares as the company’s stock declined 5.32% while stock markets rallied. The hedge fund run by Nelson Peltz held 37.91 million shares of the package goods and cosmetics company at the end of 2017Q3, valued at $3.45 billion, up from 37.61 million at the end of the previous reported quarter. Trian Fund Management Lp who had been investing in Procter And Gamble Co. for a number of months, seems to be bullish on the $231.04 billion market cap company. The stock increased 0.99% or $0.89 during the last trading session, reaching $91.07. About 9.36 million shares traded or 40.57% up from the average. The Procter & Gamble Company (NYSE:PG) has risen 7.54% since January 22, 2017 and is uptrending. It has underperformed by 9.16% the S&P500.

Investors sentiment decreased to 0.82 in Q3 2017. Its down 0.12, from 0.94 in 2017Q2. It worsened, as 51 investors sold PG shares while 765 reduced holdings. 110 funds opened positions while 558 raised stakes. 1.50 billion shares or 1.10% more from 1.48 billion shares in 2017Q2 were reported. Milestone Group invested 0.08% of its portfolio in The Procter & Gamble Company (NYSE:PG). Regentatlantic stated it has 32,074 shares or 0.25% of all its holdings. Cubist Systematic Strategies Ltd Liability Company invested 0.36% of its portfolio in The Procter & Gamble Company (NYSE:PG). Lafleur & Godfrey Ltd Liability reported 37,771 shares. Rench Wealth Mngmt Incorporated holds 2.72% of its portfolio in The Procter & Gamble Company (NYSE:PG) for 43,437 shares. Mathes Com Inc owns 4,000 shares or 0.17% of their US portfolio. Newman Dignan And Sheerar holds 1.55% in The Procter & Gamble Company (NYSE:PG) or 31,866 shares. Ftb holds 1.2% or 127,795 shares. 44,703 are owned by Auxier Asset. Northeast Consultants holds 0.3% or 9,060 shares. Meeder Asset Mgmt Inc holds 0.06% or 5,926 shares. Baystate Wealth Mgmt Limited Co holds 0.12% or 8,043 shares in its portfolio. Kelly Lawrence W Associate Incorporated Ca reported 39,305 shares stake. Caisse De Depot Et Placement Du Quebec owns 706,631 shares or 0.15% of their US portfolio. Woodmont Inv Counsel Ltd Liability Com holds 1.54% or 62,077 shares.

Among 24 analysts covering Proctor & Gamble (NYSE:PG), 12 have Buy rating, 0 Sell and 12 Hold. Therefore 50% are positive. Proctor & Gamble had 74 analyst reports since August 4, 2015 according to SRatingsIntel. Stifel Nicolaus maintained the shares of PG in report on Monday, September 18 with “Hold” rating. The rating was downgraded by SunTrust on Thursday, December 22 to “Hold”. Wells Fargo reinitiated the stock with “Market Perform” rating in Tuesday, November 15 report. Barclays Capital maintained the stock with “Overweight” rating in Thursday, October 29 report. On Wednesday, April 19 the stock rating was maintained by Jefferies with “Buy”. As per Thursday, August 4, the company rating was maintained by Citigroup. The firm has “Buy” rating by B. Riley & Co given on Wednesday, October 26. The stock of The Procter & Gamble Company (NYSE:PG) has “Hold” rating given on Friday, October 6 by RBC Capital Markets. The stock has “Buy” rating by Jefferies on Tuesday, May 30. Goldman Sachs downgraded The Procter & Gamble Company (NYSE:PG) on Monday, January 9 to “Sell” rating.

Since August 15, 2017, it had 0 insider buys, and 19 sales for $6.75 million activity. 6,382 shares were sold by Taylor David S, worth $587,402 on Tuesday, August 15. 2,170 shares were sold by Schomburger Jeffrey K, worth $199,728. Skoufalos Ioannis also sold $266,273 worth of The Procter & Gamble Company (NYSE:PG) on Tuesday, August 15. FergusonMchugh MaryLynn sold $321,221 worth of stock or 3,490 shares. Shares for $318,644 were sold by Bishop Steven D on Tuesday, August 15. The insider Pierce Charles E sold $323,891.

Trian Fund Management Lp, which manages about $8.60 billion and $12.98B US Long portfolio, decreased its stake in Bank New York Mellon Corp. (NYSE:BK) by 10.00 million shares to 22.38 million shares, valued at $1.19B in 2017Q3, according to the filing.

Trustmark National Bank Trust Department, which manages about $2.00 billion and $874.60M US Long portfolio, upped its stake in Total Sa (NYSE:TOT) by 17,707 shares to 26,644 shares, valued at $1.43M in 2017Q3, according to the filing. It also increased its holding in D R Horton Inc (NYSE:DHI) by 13,647 shares in the quarter, for a total of 30,612 shares, and has risen its stake in Oracle Corporation (NYSE:ORCL).

Since August 3, 2017, it had 0 insider buys, and 6 sales for $20.19 million activity. On Thursday, August 3 the insider BALLARD WILLIAM C JR sold $969,915. Another trade for 5,600 shares valued at $1.12M was made by WILENSKY GAIL R on Tuesday, September 5. The insider RENFRO LARRY C sold 50,574 shares worth $10.02M. Another trade for 975 shares valued at $200,333 was sold by ROOS THOMAS E.

Investors sentiment decreased to 0.91 in Q3 2017. Its down 0.11, from 1.02 in 2017Q2. It turned negative, as 46 investors sold UNH shares while 524 reduced holdings. 112 funds opened positions while 408 raised stakes. 810.94 million shares or 0.66% less from 816.36 million shares in 2017Q2 were reported. Personal Advisors accumulated 0.5% or 130,619 shares. Macquarie Gp holds 342,355 shares or 0.12% of its portfolio. Independence Company reported 1,023 shares. Goelzer Invest Management reported 17,725 shares. Buffington Mohr Mcneal invested in 0.18% or 2,135 shares. Meag Munich Ergo Kapitalanlagegesellschaft Mbh has invested 0.82% in UnitedHealth Group Incorporated (NYSE:UNH). Kanawha Capital Mngmt Ltd Liability Corporation invested in 0.06% or 2,071 shares. Wafra Advisory Grp New York reported 60,042 shares or 0.57% of all its holdings. Community Bancorp Na holds 0.16% in UnitedHealth Group Incorporated (NYSE:UNH) or 7,560 shares. Old Mutual Customised Solutions (Proprietary) Ltd holds 0.45% or 16,896 shares. Altavista Wealth Inc holds 1.32% of its portfolio in UnitedHealth Group Incorporated (NYSE:UNH) for 14,228 shares. Polaris Management Ltd Llc stated it has 248,655 shares. Pinebridge Invests Limited Partnership owns 145,828 shares. Cibc Commercial Bank Usa reported 10,272 shares or 0.26% of all its holdings. Credit Agricole S A holds 0.56% or 844,016 shares in its portfolio.

Among 26 analysts covering UnitedHealth Group (NYSE:UNH), 26 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. UnitedHealth Group had 79 analyst reports since September 2, 2015 according to SRatingsIntel. The firm has “Buy” rating by RBC Capital Markets given on Saturday, September 23. FBR Capital maintained UnitedHealth Group Incorporated (NYSE:UNH) rating on Thursday, November 19. FBR Capital has “Outperform” rating and $130 target. The company was maintained on Wednesday, August 16 by Jefferies. The stock of UnitedHealth Group Incorporated (NYSE:UNH) earned “Buy” rating by Oppenheimer on Tuesday, July 18. Bank of America maintained it with “Buy” rating and $240 target in Wednesday, October 18 report. The stock of UnitedHealth Group Incorporated (NYSE:UNH) earned “Buy” rating by Cantor Fitzgerald on Tuesday, October 17. The firm has “Buy” rating by Cantor Fitzgerald given on Wednesday, August 16. Jefferies maintained the shares of UNH in report on Friday, October 13 with “Buy” rating. The company was maintained on Thursday, July 13 by Deutsche Bank. The stock has “Buy” rating by Credit Suisse on Wednesday, January 17.

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