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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 $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.24B AUM 4.82% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Caldwell Trust's TDG Position: Q3 2021 in Review

Caldwell Trust sold out of TransDigm Group (TDG) in Q3 2021, closing a stake of 55 shares — an estimated $35.6K sold.

Caldwell Trust first reported a position in TDG in Q4 2019 and held it in 7 quarters. The position peaked at $48.3K in Q4 2020. 628 funds tracked by Wall St. Rank hold TDG as of Q3 2021.

  • Caldwell Trust reported no remaining TransDigm Group position as of Q3 2021 after selling out during the quarter.
  • Caldwell Trust sold 55 TransDigm Group shares in Q3 2021, an estimated $35.6K.
  • Caldwell Trust first reported a position in TransDigm Group in Q4 2019 and held it in 7 quarters.
  • Caldwell Trust's TransDigm Group position peaked at $48.3K in Q4 2020.
  • 628 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2021.

Based on Caldwell Trust's 13F filing for Q3 2021, filed 2 Oct 2025.