As Apple (AAPL) Share Value Rose, Longer Investments Has Cut Holding by $796,796; Darsana Capital Partners LP Has Lifted Its Transdigm Group (TDG) Holding by $46.92 Million as Stock Price Rose

February 18, 2018 - By Marguerite Chambers

Darsana Capital Partners Lp increased its stake in Transdigm Group Inc (TDG) by 69.17% based on its latest 2017Q3 regulatory filing with the SEC. Darsana Capital Partners Lp bought 184,000 shares as the company’s stock rose 2.33% with the market. The institutional investor held 450,000 shares of the military and government and technical company at the end of 2017Q3, valued at $115.04 million, up from 266,000 at the end of the previous reported quarter. Darsana Capital Partners Lp who had been investing in Transdigm Group Inc for a number of months, seems to be bullish on the $15.57B market cap company. The stock decreased 0.03% or $0.09 during the last trading session, reaching $298.35. About 473,936 shares traded or 8.14% up from the average. TransDigm Group Incorporated (NYSE:TDG) has risen 12.77% since February 18, 2017 and is uptrending. It has underperformed by 3.93% the S&P500.

Longer Investments Inc decreased its stake in Apple Inc. (AAPL) by 22.78% based on its latest 2017Q3 regulatory filing with the SEC. Longer Investments Inc sold 5,174 shares as the company’s stock rose 12.78% with the market. The institutional investor held 17,543 shares of the computer manufacturing company at the end of 2017Q3, valued at $2.70 million, down from 22,717 at the end of the previous reported quarter. Longer Investments Inc who had been investing in Apple Inc. for a number of months, seems to be less bullish one the $874.91 billion market cap company. The stock decreased 0.32% or $0.56 during the last trading session, reaching $172.43. About 40.18M shares traded or 17.89% up from the average. Apple Inc. (NASDAQ:AAPL) has risen 62.48% since February 18, 2017 and is uptrending. It has outperformed by 45.78% the S&P500.

Among 20 analysts covering Transdigm Group Incorporated (NYSE:TDG), 11 have Buy rating, 1 Sell and 8 Hold. Therefore 55% are positive. Transdigm Group Incorporated had 75 analyst reports since August 4, 2015 according to SRatingsIntel. The stock of TransDigm Group Incorporated (NYSE:TDG) earned “Buy” rating by Canaccord Genuity on Friday, February 2. As per Wednesday, February 7, the company rating was maintained by Jefferies. As per Tuesday, September 1, the company rating was downgraded by Zacks. The stock has “Buy” rating by RBC Capital Markets on Friday, October 6. The stock has “Buy” rating by RBC Capital Markets on Thursday, November 9. The stock has “Equal-Weight” rating by Morgan Stanley on Friday, February 9. The company was maintained on Monday, October 23 by Jefferies. The firm earned “Outperform” rating on Friday, November 20 by Wolfe Research. Bank of America maintained the shares of TDG in report on Thursday, February 8 with “Buy” rating. On Thursday, August 10 the stock rating was maintained by Credit Suisse with “Buy”.

Since August 15, 2017, it had 0 insider buys, and 5 sales for $12.06 million activity. $3.96 million worth of TransDigm Group Incorporated (NYSE:TDG) was sold by Henderson Robert S on Monday, October 16. Jones Roger sold 5,000 shares worth $1.47 million.

Investors sentiment increased to 0.93 in Q3 2017. Its up 0.30, from 0.63 in 2017Q2. It increased, as 30 investors sold TDG shares while 129 reduced holdings. 42 funds opened positions while 106 raised stakes. 56.62 million shares or 1.72% less from 57.61 million shares in 2017Q2 were reported. Daiwa Secs Gru holds 1,571 shares. Rafferty Asset Mgmt Limited Liability owns 2,727 shares. Moreover, Thompson Davis Com has 0.05% invested in TransDigm Group Incorporated (NYSE:TDG). Colony Grp Inc Ltd Com has 0.14% invested in TransDigm Group Incorporated (NYSE:TDG). Fmr Ltd invested 0.04% of its portfolio in TransDigm Group Incorporated (NYSE:TDG). Gateway Inv Advisers Ltd Limited Liability Company holds 52,785 shares or 0.12% of its portfolio. Northwestern Mutual Wealth Management Communications reported 361 shares stake. X Ltd has 0.01% invested in TransDigm Group Incorporated (NYSE:TDG) for 1,016 shares. Manufacturers Life Ins The reported 139,750 shares stake. Fic Capital owns 2,034 shares. L And S Advsrs invested 0.1% in TransDigm Group Incorporated (NYSE:TDG). Clearbridge Limited Liability Corporation stated it has 208,230 shares. Landscape Mgmt Limited Liability Corp reported 3,695 shares stake. Plante Moran Advsr Lc owns 9 shares. Commonwealth Equity Services has 1,520 shares.

Investors sentiment increased to 0.7 in Q3 2017. Its up 0.02, from 0.68 in 2017Q2. It is positive, as 52 investors sold AAPL shares while 1034 reduced holdings. 116 funds opened positions while 640 raised stakes. 2.97 billion shares or 2.78% less from 3.06 billion shares in 2017Q2 were reported. Rampart Co Limited Liability has 70,648 shares for 3.68% of their portfolio. Pittenger & Anderson Inc, a Nebraska-based fund reported 61,677 shares. Basswood Cap Management Limited Liability Corp accumulated 15,296 shares or 0.11% of the stock. Moreover, Bedrijfstakpensioenfonds Voor De Media Pno has 3.87% invested in Apple Inc. (NASDAQ:AAPL) for 223,533 shares. Blb&B Advsrs Limited Liability Corp reported 63,454 shares. Cibc Ww Mkts Inc has invested 0.68% in Apple Inc. (NASDAQ:AAPL). 39,355 were accumulated by Alley Limited Liability Company. Transamerica Fincl Advisors has 0.77% invested in Apple Inc. (NASDAQ:AAPL). 3.46M are held by Retirement Of Alabama. Shamrock Asset Mgmt Ltd Liability has 1,419 shares. Hanson And Doremus Invest Mgmt holds 10,642 shares or 0.57% of its portfolio. Menlo Limited Liability Company owns 24,815 shares for 2.91% of their portfolio. Kistler holds 32,235 shares or 2.08% of its portfolio. Proshare Limited Co invested in 3.51% or 2.48 million shares. Janney Capital Limited Liability Corp accumulated 139,965 shares.

Since August 15, 2017, it had 0 insider buys, and 7 sales for $70.47 million activity. Riccio Daniel J. sold $2.65M worth of stock. KONDO CHRIS sold 6,209 shares worth $1.01 million. SCHILLER PHILIP W sold $8.79M worth of Apple Inc. (NASDAQ:AAPL) on Tuesday, October 3. Shares for $1.70M were sold by Srouji Johny on Wednesday, August 16. Another trade for 63,388 shares valued at $9.78 million was sold by AHRENDTS ANGELA J.

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