Bellwether Advisors’s TransDigm Group TDG Stock Holding History

Bellwether 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
2024 Q3	–	Sell	-1,906	Closed	-$2.44M	–	142
2024 Q2	$2.44M	Buy	+1,906	New	+$2.44M	0.51%	49
2023 Q2	–	Sell	-1,541	Closed	-$1.14M	–	401
2023 Q1	$1.14M	Sell	1,541 -1,463	-49%	-$1.05M	0.31%	63
2022 Q4	$1.89M	Buy	+3,004	New	+$1.77M	0.55%	38
2022 Q2	–	Sell	-10	Closed	-$6K	–	563
2022 Q1	$6K	Hold	10	–	–	﹤0.01%	348
2021 Q4	$6K	Hold	10	–	–	﹤0.01%	379
2021 Q3	$6K	Buy	+10	New	+$6.25K	﹤0.01%	356

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bellwether Advisors's TDG Position: Q3 2024 in Review

Bellwether Advisors sold out of TransDigm Group (TDG) in Q3 2024, closing a stake of 1,906 shares — an estimated $2.44M sold.

Bellwether Advisors first reported a position in TDG in Q3 2021 and held it in 6 quarters. The position peaked at $2.44M in Q2 2024. 1,026 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

Bellwether Advisors reported no remaining TransDigm Group position as of Q3 2024 after selling out during the quarter.
Bellwether Advisors sold 1,906 TransDigm Group shares in Q3 2024, an estimated $2.44M.
Bellwether Advisors first reported a position in TransDigm Group in Q3 2021 and held it in 6 quarters.
Bellwether Advisors's TransDigm Group position peaked at $2.44M in Q2 2024.
1,026 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on Bellwether Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.