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Holder Mairs & Power Raised Microsoft (MSFT) Position; Caretrust Reit (CTRE) Holding Has Raised by Driehaus Capital Management Llc

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Mairs & Power Inc increased its stake in Microsoft (MSFT) by 12.37% based on its latest 2018Q3 regulatory filing with the SEC. Mairs & Power Inc bought 143,160 shares as the company’s stock declined 1.64% with the market. The institutional investor held 1.30M shares of the prepackaged software company at the end of 2018Q3, valued at $148.74 million, up from 1.16 million at the end of the previous reported quarter. Mairs & Power Inc who had been investing in Microsoft for a number of months, seems to be bullish on the $802.68 billion market cap company. The stock increased 1.70% or $1.75 during the last trading session, reaching $104.55. About 16.04M shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 30.43% since January 9, 2018 and is uptrending. It has outperformed by 30.43% the S&P500. Some Historical MSFT News: 26/04/2018 – MICROSOFT EXPECTS DOUBLE-DIGIT GROWTH IN PRODUCTIVITY IN FY19; 10/03/2018 – Former Microsoft CFO Chris Liddell could be Trump’s next top economic adviser; 26/04/2018 – Microsoft earnings press release available on Investor Relations website; 24/04/2018 – Upland Software Speeds Requests for Proposal (RFP) Through Upgraded Integrations with Microsoft Office 365 and Salesforce® Sol; 23/05/2018 – Cvent Closes Acquisition of QuickMobile; 02/04/2018 – Unbound Technology’s Unbound Key Control Now Available in the Microsoft Azure Marketplace; 18/04/2018 – Integrated Electronic Payment Processing, Management and Supplier Onboarding for Microsoft Dynamics GP Clients now offered through ACOM Solutions and Mekorma Partnership; 14/03/2018 – Ribbon Session Border Controller Portfolio to Deliver Secure Integrated Voice Services to Microsoft Teams; 27/04/2018 – MICROSOFT MSFT.O : UBS RAISES TARGET PRICE TO $114 FROM $110; 16/05/2018 – Microsoft is preparing to take on Apple’s iPad with a line of $400 tablets that could hit shelves as early as this year

Driehaus Capital Management Llc increased its stake in Caretrust Reit Inc (CTRE) by 14.97% based on its latest 2018Q3 regulatory filing with the SEC. Driehaus Capital Management Llc bought 75,507 shares as the company’s stock rose 12.63% while stock markets declined. The hedge fund held 579,928 shares of the consumer services company at the end of 2018Q3, valued at $10.27 million, up from 504,421 at the end of the previous reported quarter. Driehaus Capital Management Llc who had been investing in Caretrust Reit Inc for a number of months, seems to be bullish on the $1.62B market cap company. The stock increased 2.06% or $0.39 during the last trading session, reaching $19.3. About 641,944 shares traded. CareTrust REIT, Inc. (NASDAQ:CTRE) has risen 14.21% since January 9, 2018 and is uptrending. It has outperformed by 14.21% the S&P500. Some Historical CTRE News: 08/05/2018 – CareTrust REIT 1Q Rev $38.1M; 16/03/2018 – CareTrust REIT Raises Quarterly Dividend to 20.5c From 18.5c; 16/03/2018 CareTrust REIT Raises Quarterly Dividend 10.8% to $0.205 per Share; 16/04/2018 – S&P REVISES CARETRUST REIT INC. TO RATING ‘BB-‘ FROM ‘B+’; 21/04/2018 – DJ CareTrust REIT Inc, Inst Holders, 1Q 2018 (CTRE); 08/05/2018 – CareTrust REIT 1Q EPS 19c; 26/04/2018 – Emerald Mutual Fund Advisers TRS Exits Position in CareTrust; 16/04/2018 – S&PGR Upgrades CareTrust REIT To ‘BB-‘; Otlk Stable; 08/05/2018 – CARETRUST REIT INC CTRE.O – QTRLY REV $38.1 MLN VS $30.6 MLN; 26/04/2018 – Emerald Advisers Incorporated Exits Position in CareTrust

Since August 31, 2018, it had 0 insider purchases, and 10 insider sales for $54.07 million activity. 118,000 Microsoft Corporation (NASDAQ:MSFT) shares with value of $13.09 million were sold by Hood Amy. Hogan Kathleen T sold $4.06M worth of stock. Shares for $214,363 were sold by BROD FRANK H on Monday, November 5. The insider Nadella Satya sold $21.70 million.

Investors sentiment decreased to 0.81 in 2018 Q3. Its down 0.03, from 0.84 in 2018Q2. It turned negative, as 33 investors sold MSFT shares while 981 reduced holdings. 145 funds opened positions while 681 raised stakes. 5.28 billion shares or 0.60% less from 5.31 billion shares in 2018Q2 were reported. Sit Inv Assoc reported 2.5% in Microsoft Corporation (NASDAQ:MSFT). Btim has invested 2.8% in Microsoft Corporation (NASDAQ:MSFT). Puzo Michael J holds 70,856 shares or 3.06% of its portfolio. Texas-based Cypress Asset Inc Tx has invested 2.28% in Microsoft Corporation (NASDAQ:MSFT). Mackay Shields accumulated 2.90 million shares. Parthenon Llc has invested 9.62% in Microsoft Corporation (NASDAQ:MSFT). Artisan Ptnrs Limited Partnership owns 111,020 shares or 0.02% of their US portfolio. Grimes And Company accumulated 170,776 shares. Osborne Prtnrs Management Limited Liability reported 4.78% in Microsoft Corporation (NASDAQ:MSFT). Moreover, Charter has 1.27% invested in Microsoft Corporation (NASDAQ:MSFT) for 97,931 shares. Moreover, Ashford Management has 0.22% invested in Microsoft Corporation (NASDAQ:MSFT) for 15,761 shares. New York-based Spirit Of America Mgmt Ny has invested 0.5% in Microsoft Corporation (NASDAQ:MSFT). Asset One reported 2.82% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Anderson Hoagland has invested 3.67% in Microsoft Corporation (NASDAQ:MSFT). Nichols Pratt Advisers Llp Ma owns 244,803 shares.

Among 38 analysts covering Microsoft Corporation (NASDAQ:MSFT), 34 have Buy rating, 1 Sell and 3 Hold. Therefore 89% are positive. Microsoft Corporation had 216 analyst reports since July 22, 2015 according to SRatingsIntel. RBC Capital Markets maintained the stock with “Outperform” rating in Friday, October 23 report. The rating was upgraded by JP Morgan to “Overweight” on Friday, April 27. The firm has “Strong-Buy” rating given on Wednesday, September 2 by Vetr. The firm has “Outperform” rating given on Tuesday, May 24 by Cowen & Co. The stock of Microsoft Corporation (NASDAQ:MSFT) earned “Hold” rating by Canaccord Genuity on Friday, January 27. The stock of Microsoft Corporation (NASDAQ:MSFT) earned “Hold” rating by Canaccord Genuity on Thursday, July 6. Morgan Stanley maintained the stock with “Overweight” rating in Monday, March 26 report. On Friday, April 27 the stock rating was maintained by UBS with “Buy”. Oppenheimer maintained Microsoft Corporation (NASDAQ:MSFT) on Friday, August 7 with “Buy” rating. The company was maintained on Wednesday, January 31 by BMO Capital Markets.

Mairs & Power Inc, which manages about $7.72 billion and $8.59B US Long portfolio, decreased its stake in Ch Robinson Worldwide (NASDAQ:CHRW) by 18,510 shares to 1.81M shares, valued at $176.83 million in 2018Q3, according to the filing. It also reduced its holding in Abbvie Inc (NYSE:ABBV) by 55,309 shares in the quarter, leaving it with 115,668 shares, and cut its stake in General Mills (NYSE:GIS).

Driehaus Capital Management Llc, which manages about $12.71B and $3.25 billion US Long portfolio, decreased its stake in A by 41,602 shares to 192,595 shares, valued at $11.02M in 2018Q3, according to the filing. It also reduced its holding in Ishares Ftse China 25 Index (FXI) by 981,886 shares in the quarter, leaving it with 18,114 shares, and cut its stake in Williams Cos Inc (NYSE:WMB).

Among 12 analysts covering Caretrust REIT (NASDAQ:CTRE), 6 have Buy rating, 0 Sell and 6 Hold. Therefore 50% are positive. Caretrust REIT had 38 analyst reports since August 12, 2015 according to SRatingsIntel. The stock of CareTrust REIT, Inc. (NASDAQ:CTRE) earned “Buy” rating by Canaccord Genuity on Monday, August 15. The firm has “Sector Perform” rating by RBC Capital Markets given on Thursday, May 24. The rating was maintained by RBC Capital Markets on Tuesday, March 6 with “Hold”. On Tuesday, January 8 the stock rating was upgraded by Raymond James to “Strong Buy”. The firm has “Outperform” rating by BMO Capital Markets given on Thursday, January 14. The rating was upgraded by Stifel Nicolaus on Thursday, November 29 to “Buy”. The firm has “Overweight” rating by KeyBanc Capital Markets given on Thursday, September 10. The firm has “Buy” rating by KeyBanc Capital Markets given on Friday, October 27. Cantor Fitzgerald initiated CareTrust REIT, Inc. (NASDAQ:CTRE) rating on Monday, March 5. Cantor Fitzgerald has “Buy” rating and $16.0 target. The stock of CareTrust REIT, Inc. (NASDAQ:CTRE) earned “Sector Weight” rating by KeyBanc Capital Markets on Thursday, December 20.

Microsoft Corporation (NASDAQ:MSFT) Institutional Positions Chart

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