Ratings by Atlantic Equities (John Heagerty)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
4/27/2021 JPMorgan JPM Downgrade Neutral
(Overweight)
150.56
(152.51)
1.3% Details
2/26/2021 American International Group AIG Upgrade Overweight
(Neutral)
45.43
(48.21)
6.12% Details
2/11/2021 Aon Corp AON Upgrade Overweight
(Neutral)
228.45
(238.48)
4.39% Details
1/26/2021 Bank of America BAC Upgrade Overweight
(Neutral)
31.55
(40.83)
29.41% Details
8/11/2020 Travelers TRV Downgrade Neutral
(Overweight)
119.12
(149.97)
25.9% Details
7/22/2020 Wells Fargo WFC Upgrade Neutral
(Underweight)
24.57
(45.18)
83.88% Details
7/22/2020 JPMorgan JPM Upgrade Overweight
(Neutral)
97.30
(152.51)
56.74% Details
5/12/2020 Marsh & McLennan MMC Upgrade Overweight
(Neutral)
103.98
(138.15)
32.86% Details
5/5/2020 Wells Fargo WFC Downgrade Underweight
(Neutral)
27.59
(45.18)
63.75% Details
5/5/2020 First Republic Bank FRC Upgrade Neutral
(Underweight)
100.59
(185.19)
84.1% Details
3/24/2020 Hartford Financial Services HIG Upgrade Overweight
(Neutral)
30.71
(62.21)
102.57% Details
3/24/2020 Travelers TRV Upgrade Overweight
(Neutral)
88.36
(149.97)
69.73% Details
3/24/2020 Chubb Corporation CB Upgrade Neutral
(Underweight)
94.20
(161.20)
71.13% Details
2/28/2020 Wells Fargo WFC Upgrade Neutral
(Underweight)
42.47
(45.18)
6.38% Details
1/21/2020 Bank of America BAC Downgrade Neutral
(Overweight)
34.71
(40.83)
17.63% Details
10/22/2019 Bank of America BAC Upgrade Overweight
(Neutral)
31.02
(34.71)
11.9% Details
9/5/2019 First Republic Bank FRC Downgrade Underweight
(Neutral)
88.06
(185.19)
110.3% Details
8/8/2019 Prudential Financial PRU Downgrade Neutral
(Overweight)
85.17
(102.51)
20.36% Details
8/6/2019 S&P Global SPGI Downgrade Neutral
(Overweight)
244.18
(411.18)
68.39% Details
6/20/2019 Chubb Corporation CB Downgrade Underweight
(Neutral)
148.12
(161.20)
8.83% Details
6/14/2019 Aon Corp AON Downgrade Neutral
(Overweight)
189.23
(238.48)
26.03% Details
6/11/2019 Wells Fargo WFC Downgrade Underweight
(Neutral)
45.63
(45.18)
-0.99% Details
4/30/2019 Bank of America BAC Downgrade Neutral
(Overweight)
30.77
(31.02)
0.81% Details
3/1/2019 First Republic Bank FRC Downgrade Neutral
(Overweight)
104.94
(88.06)
-16.09% Details
1/11/2019 S&P Global SPGI Upgrade Overweight
(Neutral)
173.66
(244.18)
40.61% Details
12/19/2018 JPMorgan JPM Downgrade Neutral
(Overweight)
99.01
(152.51)
54.03% Details
12/12/2018 Goldman Sachs GS Downgrade Neutral
(Overweight)
178.83
(368.75)
106.2% Details