Bison Wealth’s TransDigm Group TDG Stock Holding History

Bison Wealth’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 Q4	–	Sell	-165	Closed	-$235K	–	422
2024 Q3	$235K	Buy	+165	New	+$215K	0.04%	363

Other funds holding TDG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

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

Bison Wealth's TDG Position: Q4 2024 in Review

Bison Wealth sold out of TransDigm Group (TDG) in Q4 2024, closing a stake of 165 shares — an estimated $235K sold.

Bison Wealth first reported a position in TDG in Q3 2024 and held it in 1 quarter. The position peaked at $235K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold TDG as of Q4 2024.

Bison Wealth reported no remaining TransDigm Group position as of Q4 2024 after selling out during the quarter.
Bison Wealth sold 165 TransDigm Group shares in Q4 2024, an estimated $235K.
Bison Wealth first reported a position in TransDigm Group in Q3 2024 and held it in 1 quarter.
Bison Wealth's TransDigm Group position peaked at $235K in Q3 2024.
1,045 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.