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Baystate Wealth Management’s TransDigm Group TDG Stock Holding History

Baystate 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
Q4 		$6.29K Buy
+6
New +$5.54K ﹤0.01% 831
2020
Q1 		– Sell
-2
Closed -$1K – 677
2019
Q4 		$1K Buy
+2
New +$1.09K ﹤0.01% 598

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baystate Wealth Management's TDG Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in TransDigm Group (TDG) in Q4 2023: 6 shares worth $6.29K. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in TDG as recently as Q4 2019.

Baystate Wealth Management first reported a position in TDG in Q4 2019 and has held it in 2 quarters since. 861 funds tracked by Wall St. Rank hold TDG as of Q4 2023.

  • Baystate Wealth Management held 6 shares of TransDigm Group worth $6.29K as of Q4 2023.
  • TransDigm Group was a new Baystate Wealth Management position in Q4 2023.
  • TransDigm Group made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #831 holding.
  • Baystate Wealth Management first reported a position in TransDigm Group in Q4 2019 and has held it in 2 quarters since.
  • 861 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.