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 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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buckingham Strategic Wealth's TDG Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its TransDigm Group (TDG) stake by 0.21% in Q2 2024, selling an estimated $5.13K and leaving 1,910 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #212.

Buckingham Strategic Wealth first reported a position in TDG in Q2 2020 and has held it in 16 quarters since. 1,002 funds tracked by Wall St. Rank hold TDG as of Q2 2024.

Buckingham Strategic Wealth held 1,910 shares of TransDigm Group worth $2.44M as of Q2 2024.
Buckingham Strategic Wealth sold 4 TransDigm Group shares in Q2 2024, an estimated $5.13K.
TransDigm Group made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #212 holding.
Buckingham Strategic Wealth first reported a position in TransDigm Group in Q2 2020 and has held it in 16 quarters since.
1,002 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.