| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Feb 18, 2026 |
Coca-Cola Europacific Partners Plc
CCEP
|
Hold | Outperform | Outperform |
| Jan 06, 2026 |
Pinnacle Financial Partners Inc.
PNFP
|
Initialise | Outperform | |
| Sep 05, 2025 |
Artisan Partners Asset Management Inc - Ordinary Shares - Class A
APAM
|
Hold | Positive | Positive |
| Nov 05, 2024 |
Coca-Cola Europacific Partners Plc
CCEP
|
Hold | Outperform | Outperform |
| Oct 10, 2024 |
Cousins Properties Inc.
CUZ
|
Hold | Underperform | Underperform |
| Sep 16, 2024 |
Cousins Properties Inc.
CUZ
|
Hold | Underperform | Underperform |
| Sep 10, 2024 |
Evercore Inc - Ordinary Shares - Class A
EVR
|
Upgrade | Buy | |
| Aug 28, 2024 |
Equity Lifestyle Properties Inc.
ELS
|
Hold | Underperform | Underperform |
| Aug 20, 2024 |
DENTSPLY Sirona Inc
XRAY
|
Hold | Underperform | Underperform |
| Jun 04, 2024 |
Casey`s General Stores, Inc.
CASY
|
Hold | Underperform | Underperform |
| Apr 25, 2024 |
Artisan Partners Asset Management Inc - Ordinary Shares - Class A
APAM
|
Hold | Positive | Positive |
| Feb 27, 2023 |
Occidental Petroleum Corp.
OXY
|
Downgrade | Reduce | |
| Feb 06, 2023 |
Lear Corp.
LEA
|
Downgrade | Reduce | |
| Jan 12, 2023 |
CVS Health Corp
CVS
|
Downgrade | Reduce | |
| Jan 06, 2023 |
Netflix Inc.
NFLX
|
Hold | Outperform | Outperform |
| Dec 23, 2022 |
Union Pacific Corp.
UNP
|
Upgrade | Outperform | |
| Oct 18, 2022 |
Clorox Co.
CLX
|
Initialise | Buy | |
| Aug 22, 2022 |
Apple Inc
AAPL
|
Hold | Outperform | Outperform |
| Jul 28, 2022 |
Mastercard Incorporated - Ordinary Shares - Class A
MA
|
Hold | Overweight | Overweight |
| Jul 25, 2022 |
Amazon.com Inc.
AMZN
|
Hold | Outperform | Outperform |