Buckingham Strategic Wealth’s TransDigm Group TDG Stock Holding History

Buckingham Strategic 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 Q2	$2.44M	Sell	1,910 -4	-0.2%	-$5.13K	0.03%	212
2024 Q1	$2.36M	Buy	1,914 +68	+4%	+$76.6K	0.02%	220
2023 Q4	$1.87M	Sell	1,846 -501	-21%	-$462K	0.02%	242
2023 Q3	$1.98M	Hold	2,347	–	–	0.03%	218
2023 Q2	$2.1M	Buy	2,347 +869	+59%	+$687K	0.03%	212
2023 Q1	$931K	Hold	1,478	–	–	0.02%	279
2022 Q4	$931K	Buy	1,478 +831	+128%	+$490K	0.02%	280
2022 Q3	$340K	Buy	+647	New	+$386K	0.01%	446
2022 Q2	–	Sell	-370	Closed	-$241K	–	650
2022 Q1	$241K	Buy	370 +7	+2%	+$4.5K	﹤0.01%	522
2021 Q4	$231K	Sell	363 -124	-25%	-$77.6K	﹤0.01%	536
2021 Q3	$304K	Hold	487	–	–	0.01%	464
2021 Q2	$315K	Hold	487	–	–	0.01%	457
2021 Q1	$286K	Hold	487	–	–	0.01%	446
2020 Q4	$301K	Buy	487 +9	+2%	+$4.95K	0.02%	418
2020 Q3	$227K	Hold	478	–	–	0.02%	431
2020 Q2	$211K	Buy	+478	New	+$181K	0.02%	369

Other funds holding TDG

Capital International Investors

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

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

Capital Research Global Investors

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

Principal Financial Group

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

Fidelity Investments

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

JP Morgan Chase

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return