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AdvisorShares Investments’s TransDigm Group TDG Stock Holding History

AdvisorShares Investments’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
2022
Q4 		– Sell
-1,670
Closed -$876K – 371
2022
Q3 		$876K Buy
+1,670
New +$996K 0.24% 62
2021
Q3 		– Sell
-3,078
Closed -$1.99M – 226
2021
Q2 		$1.99M Buy
+3,078
New +$1.93M 0.27% 34
2021
Q1 		– Sell
-2,964
Closed -$1.83M – 169
2020
Q4 		$1.83M Buy
+2,964
New +$1.63M 0.43% 34

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AdvisorShares Investments's TDG Position: Q4 2022 in Review

AdvisorShares Investments sold out of TransDigm Group (TDG) in Q4 2022, closing a stake of 1,670 shares — an estimated $876K sold.

AdvisorShares Investments first reported a position in TDG in Q4 2020 and held it in 3 quarters. The position peaked at $1.99M in Q2 2021. 704 funds tracked by Wall St. Rank hold TDG as of Q4 2022.

  • AdvisorShares Investments reported no remaining TransDigm Group position as of Q4 2022 after selling out during the quarter.
  • AdvisorShares Investments sold 1,670 TransDigm Group shares in Q4 2022, an estimated $876K.
  • AdvisorShares Investments first reported a position in TransDigm Group in Q4 2020 and held it in 3 quarters.
  • AdvisorShares Investments's TransDigm Group position peaked at $1.99M in Q2 2021.
  • 704 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2022.

Based on AdvisorShares Investments's 13F filing for Q4 2022, filed 14 Feb 2023.