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Aperio Group’s TransDigm Group TDG Stock Holding History

Aperio Group’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
Q4 		$16.8M Buy
27,085
+420
+2% +$231K 0.05% 371
2020
Q3 		$12.7M Buy
26,665
+1,093
+4% +$514K 0.04% 399
2020
Q2 		$11.3M Sell
25,572
-10,112
-28% -$3.83M 0.04% 418
2020
Q1 		$11.4M Buy
35,684
+2,044
+6% +$1.11M 0.05% 367
2019
Q4 		$18.8M Buy
33,640
+454
+1% +$248K 0.07% 312
2019
Q3 		$17.3M Sell
33,186
-721
-2% -$370K 0.07% 315
2019
Q2 		$16.4M Sell
33,907
-2,243
-6% -$1.05M 0.07% 326
2019
Q1 		$16.4M Sell
36,150
-1,723
-5% -$699K 0.07% 312
2018
Q4 		$12.9M Buy
37,873
+10,224
+37% +$3.51M 0.06% 329
2018
Q3 		$10.3M Buy
27,649
+1,260
+5% +$454K 0.05% 432
2018
Q2 		$9.11M Buy
26,389
+1,049
+4% +$345K 0.04% 462
2018
Q1 		$7.78M Buy
25,340
+3,340
+15% +$984K 0.04% 511
2017
Q4 		$6.04M Sell
22,000
-136
-0.6% -$36.9K 0.03% 578
2017
Q3 		$5.66M Buy
22,136
+3,122
+16% +$845K 0.03% 561
2017
Q2 		$5.11M Buy
19,014
+332
+2% +$84.3K 0.03% 569
2017
Q1 		$4.11M Buy
18,682
+838
+5% +$200K 0.03% 627
2016
Q4 		$4.44M Sell
17,844
-3,946
-18% -$1.04M 0.03% 547
2016
Q3 		$6.3M Buy
21,790
+1,288
+6% +$362K 0.05% 463
2016
Q2 		$5.41M Sell
20,502
-1,055
-5% -$258K 0.04% 483
2016
Q1 		$4.75M Buy
21,557
+1,227
+6% +$268K 0.04% 499
2015
Q4 		$4.64M Sell
20,330
-192
-0.9% -$43.2K 0.04% 475
2015
Q3 		$4.36M Buy
20,522
+1,474
+8% +$337K 0.04% 468
2015
Q2 		$4.28M Buy
19,048
+4,601
+32% +$1.03M 0.04% 464
2015
Q1 		$3.16M Buy
14,447
+1,675
+13% +$353K 0.04% 532
2014
Q4 		$2.51M Sell
12,772
-158
-1% -$29.8K 0.03% 574
2014
Q3 		$2.38M Buy
12,930
+2,265
+21% +$404K 0.03% 566
2014
Q2 		$1.78M Sell
10,665
-881
-8% -$159K 0.03% 625
2014
Q1 		$2.14M Buy
+11,546
New +$2.02M 0.03% 683
2013
Q4 		– Sell
-6,786
Closed -$1.01M – 707
2013
Q3 		$941K Buy
6,786
+919
+16% +$131K 0.02% 862
2013
Q2 		$920K Buy
+5,867
New +$880K 0.02% 790

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aperio Group's TDG Position: Q4 2020 in Review

Aperio Group increased its TransDigm Group (TDG) stake by 1.6% in Q4 2020, buying an estimated $231K and bringing the position to 27,085 shares worth $16.8M. The position accounts for 0.05% of the portfolio, ranked #371.

Aperio Group first reported a position in TDG in Q2 2013 and has held it in 30 quarters since. The position peaked at $18.8M in Q4 2019. 610 funds tracked by Wall St. Rank hold TDG as of Q4 2020.

  • Aperio Group held 27,085 shares of TransDigm Group worth $16.8M as of Q4 2020.
  • Aperio Group bought 420 TransDigm Group shares in Q4 2020, an estimated $231K.
  • TransDigm Group made up 0.05% of Aperio Group's portfolio in Q4 2020, its #371 holding.
  • Aperio Group first reported a position in TransDigm Group in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's TransDigm Group position peaked at $18.8M in Q4 2019.
  • 610 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.