CT
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Caldwell Trust’s TransDigm Group TDG Stock Holding History

Caldwell Trust’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 		– Sell
-55
Closed -$35.6K – 754
2021
Q2 		$35.6K Sell
55
-15
-21% -$9.41K ﹤0.01% 501
2021
Q1 		$41.2K Sell
70
-8
-10% -$4.71K 0.01% 462
2020
Q4 		$48.3K Hold
78
– – 0.01% 418
2020
Q3 		$37.1K Hold
78
– – 0.01% 444
2020
Q2 		$34.5K Hold
78
– – 0.01% 464
2020
Q1 		$25K Hold
78
– – ﹤0.01% 518
2019
Q4 		$43.7K Buy
+78
New +$42.7K 0.01% 477

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
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
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
AP
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