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	–	1059
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 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

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

Altarock Partners West Palm Beach, Florida $4.24B AUM 4.82% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

BerganKDV Wealth Management's TDG Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of TransDigm Group (TDG) in Q2 2023, closing a stake of 9 shares — an estimated $6.63K sold.

BerganKDV Wealth Management first reported a position in TDG in Q4 2019 and held it in 14 quarters. The position peaked at $17K in Q2 2020. 743 funds tracked by Wall St. Rank hold TDG as of Q2 2023.

BerganKDV Wealth Management reported no remaining TransDigm Group position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 9 TransDigm Group shares in Q2 2023, an estimated $6.63K.
BerganKDV Wealth Management first reported a position in TransDigm Group in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's TransDigm Group position peaked at $17K in Q2 2020.
743 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.