BBR Partners’s TransDigm Group TDG Stock Holding History

BBR Partners’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	–	Sell	-253	Closed	-$213K	–	223
2023 Q3	$213K	Buy	+253	New	+$222K	0.02%	176
2020 Q1	–	Sell	-423	Closed	-$237K	–	204
2019 Q4	$237K	Buy	+423	New	+$232K	0.03%	171

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BBR Partners's TDG Position: Q4 2023 in Review

BBR Partners sold out of TransDigm Group (TDG) in Q4 2023, closing a stake of 253 shares — an estimated $213K sold.

BBR Partners first reported a position in TDG in Q4 2019 and held it in 2 quarters. The position peaked at $237K in Q4 2019. 861 funds tracked by Wall St. Rank hold TDG as of Q4 2023.

BBR Partners reported no remaining TransDigm Group position as of Q4 2023 after selling out during the quarter.
BBR Partners sold 253 TransDigm Group shares in Q4 2023, an estimated $213K.
BBR Partners first reported a position in TransDigm Group in Q4 2019 and held it in 2 quarters.
BBR Partners's TransDigm Group position peaked at $237K in Q4 2019.
861 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2023.

Based on BBR Partners's 13F filing for Q4 2023, filed 13 Feb 2024.