Aristotle Capital Management Has Decreased National Grid Plc (NGG) Stake By $632,722, Spitfire Capital Decreased Its Drew Inds (DW) Stake

May 29, 2017 - By Dolores Ford

Spitfire Capital Llc decreased Drew Inds Inc (DW) stake by 52.66% reported in 2016Q4 SEC filing. Spitfire Capital Llc sold 7,622 shares as Drew Inds Inc (DW)’s stock 0.00%. The Spitfire Capital Llc holds 6,853 shares with $738,000 value, down from 14,475 last quarter. Drew Inds Inc now has $2.17 billion valuation. The stock decreased 0.79% or $0.7 on May 26, reaching $88. About 205,091 shares traded or 18.26% up from the average. LCI Industries (NYSE:DW) has 0.00% since May 29, 2016 and is . It has underperformed by 16.70% the S&P500.

Aristotle Capital Management Llc decreased National Grid Plc (NGG) stake by 12.05% reported in 2016Q4 SEC filing. Aristotle Capital Management Llc sold 10,909 shares as National Grid Plc (NGG)’s stock rose 25.14%. The Aristotle Capital Management Llc holds 79,598 shares with $4.64 million value, down from 90,507 last quarter. National Grid Plc now has $48.10 billion valuation. The stock decreased 0.98% or $0.69 on May 26, reaching $69.99. About 690,434 shares traded or 44.18% up from the average. National Grid plc (ADR) (NYSE:NGG) has risen 3.81% since May 29, 2016 and is uptrending. It has underperformed by 12.89% the S&P500.

Since December 5, 2016, it had 2 buys, and 8 sales for $78,001 activity. $111,250 worth of stock was sold by Mereness Scott T on Tuesday, December 20. 10,000 LCI Industries (NYSE:LCII) shares with value of $1.01M were bought by GERO JAMES. 1,720 shares valued at $188,392 were sold by Schnur Jamie on Friday, December 16. On Tuesday, December 20 LIPPERT JASON sold $168,750 worth of LCI Industries (NYSE:LCII) or 1,500 shares. Another trade for 1,000 shares valued at $110,360 was made by REED DAVID A on Wednesday, February 22. ABRAMS LEIGH J sold $545,800 worth of stock or 5,000 shares.

Among 3 analysts covering Drew Industries (NYSE:DW), 3 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. Drew Industries had 5 analyst reports since October 8, 2015 according to SRatingsIntel. The rating was initiated by Sidoti on Thursday, December 22 with “Buy”. As per Thursday, October 8, the company rating was initiated by Sidoti. Citigroup maintained the shares of DW in report on Monday, August 15 with “Buy” rating. CL King upgraded the stock to “Buy” rating in Friday, November 4 report. The stock of LCI Industries (NYSE:LCII) earned “Buy” rating by Citigroup on Friday, May 20.

Investors sentiment decreased to 0.79 in Q4 2016. Its down 0.74, from 1.53 in 2016Q3. It dropped, as 70 investors sold DW shares while 61 reduced holdings. 34 funds opened positions while 70 raised stakes. 20.53 million shares or 9.18% less from 22.61 million shares in 2016Q3 were reported. State Of Alaska Department Of Revenue accumulated 0.03% or 2,660 shares. Driehaus Capital Mngmt Limited Liability Co has 0.04% invested in LCI Industries (NYSE:LCII) for 10,342 shares. Amalgamated Bank & Trust has 0.02% invested in LCI Industries (NYSE:LCII). Fmr Ltd, Massachusetts-based fund reported 121,802 shares. Sector Pension Invest Board owns 17,529 shares. Deutsche National Bank & Trust Ag accumulated 0.01% or 87,244 shares. Suntrust Banks Incorporated owns 3,859 shares or 0% of their US portfolio. National Bank & Trust Of America Corporation De accumulated 88,710 shares. Eulav Asset Mgmt holds 0.19% or 33,400 shares in its portfolio. Neuberger Berman Grp Incorporated Limited Liability has 1.58M shares for 0.23% of their portfolio. 14,811 are held by State Board Of Administration Of Florida Retirement Systems. Glenmede Na owns 264,585 shares. Price T Rowe Md owns 0.03% invested in LCI Industries (NYSE:LCII) for 1.27 million shares. Thompson Siegel Walmsley Ltd owns 7 shares. Groesbeck Invest Management Corp Nj reported 0.88% of its portfolio in LCI Industries (NYSE:LCII).

Among 12 analysts covering National Grid (NYSE:NGG), 3 have Buy rating, 1 Sell and 8 Hold. Therefore 25% are positive. National Grid had 18 analyst reports since September 18, 2015 according to SRatingsIntel. The firm has “Sell” rating by Goldman Sachs given on Tuesday, November 29. The stock of National Grid plc (ADR) (NYSE:NGG) earned “Overweight” rating by Barclays Capital on Thursday, May 19. BNP Paribas upgraded the shares of NGG in report on Tuesday, March 21 to “Neutral” rating. Bank of America downgraded the stock to “Neutral” rating in Friday, October 9 report. Berenberg upgraded the stock to “Buy” rating in Friday, January 20 report. The firm has “Neutral” rating by Macquarie Research given on Friday, September 18. The company was initiated on Thursday, April 7 by Argus Research. The stock of National Grid plc (ADR) (NYSE:NGG) earned “Hold” rating by Jefferies on Friday, November 6. The firm earned “Outperform” rating on Thursday, November 19 by RBC Capital Markets. The firm has “Mkt Perform” rating given on Wednesday, September 7 by Bernstein.

Aristotle Capital Management Llc increased Oshkosh Corp (NYSE:OSK) stake by 66,762 shares to 4.08M valued at $263.64 million in 2016Q4. It also upped Unilever N V (NYSE:UN) stake by 120,860 shares and now owns 4.72M shares. Microsoft Corp (NASDAQ:MSFT) was raised too.