Advisory Research’s TransDigm Group TDG Stock Holding History

Advisory Research’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
2021 Q3	–	Sell	-590	Closed	-$382K	–	408
2021 Q2	$382K	Buy	+590	New	+$370K	0.03%	293
2020 Q1	–	Sell	-717	Closed	-$402K	–	345
2019 Q4	$402K	Buy	717 +87	+14%	+$47.6K	0.02%	257
2019 Q3	$328K	Sell	630 -468	-43%	-$240K	0.02%	286
2019 Q2	$531K	Sell	1,098 -65	-6%	-$30.4K	0.01%	299
2019 Q1	$528K	Sell	1,163 -182	-14%	-$73.9K	0.01%	290
2018 Q4	$457K	Buy	1,345 +135	+11%	+$46.3K	0.01%	303
2018 Q3	$450K	Sell	1,210 -458	-27%	-$165K	0.01%	309
2018 Q2	$576K	Buy	+1,668	New	+$548K	0.01%	304

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

Advisory Research's TDG Position: Q3 2021 in Review

Advisory Research sold out of TransDigm Group (TDG) in Q3 2021, closing a stake of 590 shares — an estimated $382K sold.

Advisory Research first reported a position in TDG in Q2 2018 and held it in 8 quarters. The position peaked at $576K in Q2 2018. 627 funds tracked by Wall St. Rank hold TDG as of Q3 2021.

Advisory Research reported no remaining TransDigm Group position as of Q3 2021 after selling out during the quarter.
Advisory Research sold 590 TransDigm Group shares in Q3 2021, an estimated $382K.
Advisory Research first reported a position in TransDigm Group in Q2 2018 and held it in 8 quarters.
Advisory Research's TransDigm Group position peaked at $576K in Q2 2018.
627 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2021.

Based on Advisory Research's 13F filing for Q3 2021, filed 12 Nov 2021.