Berman Capital Advisors’s TransDigm Group TDG Stock Holding History

Berman Capital 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
2021 Q3	$118K	Sell	191 -31	-14%	-$19.4K	0.02%	394
2021 Q2	$142K	Buy	222 +78	+54%	+$48.9K	0.02%	293
2021 Q1	$84K	Buy	144 +45	+45%	+$26.5K	0.02%	347
2020 Q4	$61K	Buy	99 +11	+13%	+$6.05K	0.01%	354
2020 Q3	$41K	Hold	88	–	–	0.01%	402
2020 Q2	$38K	Buy	88 +6	+7%	+$2.27K	0.01%	386
2020 Q1	$25K	Buy	82 +25	+44%	+$13.6K	0.01%	445
2019 Q4	$32K	Sell	57 -2	-3%	-$1.09K	0.01%	413
2019 Q3	$30K	Buy	59 +4	+7%	+$2.05K	0.01%	405
2019 Q2	$26K	Hold	55	–	–	0.01%	445
2019 Q1	$24K	Buy	55 +12	+28%	+$4.87K	0.01%	413
2018 Q4	$13K	Buy	+43	New	+$14.8K	0.01%	468

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Berman Capital Advisors's TDG Position: Q3 2021 in Review

Berman Capital Advisors reduced its TransDigm Group (TDG) stake by 14% in Q3 2021, selling an estimated $19.4K and leaving 191 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #394.

Berman Capital Advisors first reported a position in TDG in Q4 2018 and has held it in 12 quarters since. The position peaked at $142K in Q2 2021. 628 funds tracked by Wall St. Rank hold TDG as of Q3 2021.

Berman Capital Advisors held 191 shares of TransDigm Group worth $118K as of Q3 2021.
Berman Capital Advisors sold 31 TransDigm Group shares in Q3 2021, an estimated $19.4K.
TransDigm Group made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #394 holding.
Berman Capital Advisors first reported a position in TransDigm Group in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's TransDigm Group position peaked at $142K in Q2 2021.
628 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.