BWM
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BerganKDV Wealth Management’s TransDigm Group TDG Stock Holding History

BerganKDV 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
Q2 		– Sell
-9
Closed -$6.63K – 1065
2023
Q1 		$6.63K Hold
9
– – ﹤0.01% 656
2022
Q4 		$5.67K Hold
9
– – ﹤0.01% 655
2022
Q3 		$5K Sell
9
-2
-18% -$1.19K ﹤0.01% 696
2022
Q2 		$6K Hold
11
– – ﹤0.01% 679
2022
Q1 		$7K Hold
11
– – ﹤0.01% 675
2021
Q4 		$7K Hold
11
– – ﹤0.01% 735
2021
Q3 		$7K Hold
11
– – ﹤0.01% 707
2021
Q2 		$7K Hold
11
– – ﹤0.01% 665
2021
Q1 		$6K Hold
11
– – ﹤0.01% 652
2020
Q4 		$7K Hold
11
– – ﹤0.01% 622
2020
Q3 		$5K Sell
11
-27
-71% -$12.7K ﹤0.01% 588
2020
Q2 		$17K Buy
38
+20
+111% +$7.57K ﹤0.01% 474
2020
Q1 		$6K Buy
18
+2
+13% +$1.09K ﹤0.01% 564
2019
Q4 		$9K Buy
+16
New +$8.76K ﹤0.01% 539

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 $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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