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投资也不需太多的信息,多了消化不了也等于零……
A big Canadian investor made big changes in its portfolio in the second quarter.
Hexavest of Montreal reduced positions in Apple (ticker: AAPL) and Microsoft (MSFT) stock, and bought more Pfizer (PFE) and Merck (MRK) shares in the first quarter. Hexavest disclosed the trades, among others, in a form it filed with the Securities and Exchange Commission.
Hexavest, a contrarian investor, has $4.2 billion in assets under management. It didn’t respond to a request for comment. From August 2012 through February 2021, Eaton Vance owned 49% of Hexavest. In May, Canadian financial-services giant Desjardins Group agreed to buy all of Hexavest, a deal expected to close around Sept. 1.
Hexavest sold 86,354 Apple shares to end the second quarter with 417,777 shares of the iPhone maker.
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