9WM
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9258 Wealth Management’s TransDigm Group TDG Stock Holding History

9258 Wealth Management’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-758
Closed -$424K – 318
2019
Q4 		$424K Buy
+758
New +$415K 0.16% 170

Other funds holding TDG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

9258 Wealth Management's TDG Position: Q1 2020 in Review

9258 Wealth Management sold out of TransDigm Group (TDG) in Q1 2020, closing a stake of 758 shares — an estimated $424K sold.

9258 Wealth Management first reported a position in TDG in Q4 2019 and held it in 1 quarter. The position peaked at $424K in Q4 2019. 520 funds tracked by Wall St. Rank hold TDG as of Q1 2020.

  • 9258 Wealth Management reported no remaining TransDigm Group position as of Q1 2020 after selling out during the quarter.
  • 9258 Wealth Management sold 758 TransDigm Group shares in Q1 2020, an estimated $424K.
  • 9258 Wealth Management first reported a position in TransDigm Group in Q4 2019 and held it in 1 quarter.
  • 9258 Wealth Management's TransDigm Group position peaked at $424K in Q4 2019.
  • 520 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.