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Alera Investment Advisors’s TransDigm Group TDG Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-28
Closed -$13K – 894
2019
Q1 		$13K Buy
28
+7
+33% +$2.84K 0.01% 406
2018
Q4 		$7K Buy
+21
New +$7.21K ﹤0.01% 532

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alera Investment Advisors's TDG Position: Q2 2019 in Review

Alera Investment Advisors sold out of TransDigm Group (TDG) in Q2 2019, closing a stake of 28 shares — an estimated $13K sold.

Alera Investment Advisors first reported a position in TDG in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 516 funds tracked by Wall St. Rank hold TDG as of Q2 2019.

  • Alera Investment Advisors reported no remaining TransDigm Group position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 28 TransDigm Group shares in Q2 2019, an estimated $13K.
  • Alera Investment Advisors first reported a position in TransDigm Group in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's TransDigm Group position peaked at $13K in Q1 2019.
  • 516 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.