Capital Directions Investment Advisors’s TransDigm Group TDG Stock Holding History

Capital Directions Investment Advisors’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
2022 Q4	$67.4K	Buy	+107	New	+$63K	0.03%	104
2022 Q3	–	Sell	-107	Closed	-$63.8K	–	105
2022 Q2	$57K	Hold	107	–	–	0.02%	121
2022 Q1	$70K	Buy	+107	New	+$68.7K	0.02%	121
2021 Q4	–	Sell	-107	Closed	-$67K	–	203
2021 Q3	$67K	Hold	107	–	–	0.02%	117
2021 Q2	$69K	Buy	+107	New	+$67.1K	0.02%	102
2021 Q1	–	Sell	-157	Closed	-$97K	–	332
2020 Q4	$97K	Hold	157	–	–	0.03%	80
2020 Q3	$75K	Hold	157	–	–	0.03%	86
2020 Q2	$69K	Hold	157	–	–	0.03%	92
2020 Q1	$50K	Hold	157	–	–	0.02%	104
2019 Q4	$88K	Hold	157	–	–	0.03%	100
2019 Q3	$82K	Buy	+157	New	+$80.5K	0.03%	94

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

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

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

Capital Directions Investment Advisors's TDG Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in TransDigm Group (TDG) in Q4 2022: 107 shares worth $67.4K. The stake represents 0.03% of the portfolio and ranks #104 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in TDG as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in TDG in Q3 2019 and has held it in 11 quarters since. The position peaked at $97K in Q4 2020. 704 funds tracked by Wall St. Rank hold TDG as of Q4 2022.

Capital Directions Investment Advisors held 107 shares of TransDigm Group worth $67.4K as of Q4 2022.
TransDigm Group was a new Capital Directions Investment Advisors position in Q4 2022.
TransDigm Group made up 0.03% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #104 holding.
Capital Directions Investment Advisors first reported a position in TransDigm Group in Q3 2019 and has held it in 11 quarters since.
Capital Directions Investment Advisors's TransDigm Group position peaked at $97K in Q4 2020.
704 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.