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Angeles Wealth Management’s TransDigm Group TDG Stock Holding History

Angeles 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
2023
Q3 		– Sell
-1,883
Closed -$1.68M – 237
2023
Q2 		$1.68M Buy
1,883
+1,022
+119% +$808K 0.23% 46
2023
Q1 		$635K Buy
+861
New +$615K 0.09% 100

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Angeles Wealth Management's TDG Position: Q3 2023 in Review

Angeles Wealth Management sold out of TransDigm Group (TDG) in Q3 2023, closing a stake of 1,883 shares — an estimated $1.68M sold.

Angeles Wealth Management first reported a position in TDG in Q1 2023 and held it in 2 quarters. The position peaked at $1.68M in Q2 2023. 765 funds tracked by Wall St. Rank hold TDG as of Q3 2023.

  • Angeles Wealth Management reported no remaining TransDigm Group position as of Q3 2023 after selling out during the quarter.
  • Angeles Wealth Management sold 1,883 TransDigm Group shares in Q3 2023, an estimated $1.68M.
  • Angeles Wealth Management first reported a position in TransDigm Group in Q1 2023 and held it in 2 quarters.
  • Angeles Wealth Management's TransDigm Group position peaked at $1.68M in Q2 2023.
  • 765 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2023.

Based on Angeles Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.