Brophy Wealth Management’s TransDigm Group TDG Stock Holding History

Brophy 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
2024 Q3	$1.12M	Buy	+788	New	+$1.02M	0.4%	59

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

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

Brophy Wealth Management's TDG Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in TransDigm Group (TDG) in Q3 2024: 788 shares worth $1.12M. The stake represents 0.4% of the portfolio and ranks #59 among its holdings.

1,025 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

Brophy Wealth Management held 788 shares of TransDigm Group worth $1.12M as of Q3 2024.
TransDigm Group was a new Brophy Wealth Management position in Q3 2024.
TransDigm Group made up 0.4% of Brophy Wealth Management's portfolio in Q3 2024, its #59 holding.
1,025 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.