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Carmel Capital Partners’s TransDigm Group TDG Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-125
Closed -$105K – 631
2023
Q3 		$105K Hold
125
– – 0.05% 187
2023
Q2 		$112K Hold
125
– – 0.06% 160
2023
Q1 		$92.1K Buy
+125
New +$89.3K 0.05% 196

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.24B AUM 4.82% 1-Year Est. Return

Carmel Capital Partners's TDG Position: Q4 2023 in Review

Carmel Capital Partners sold out of TransDigm Group (TDG) in Q4 2023, closing a stake of 125 shares — an estimated $105K sold.

Carmel Capital Partners first reported a position in TDG in Q1 2023 and held it in 3 quarters. The position peaked at $112K in Q2 2023. 862 funds tracked by Wall St. Rank hold TDG as of Q4 2023.

  • Carmel Capital Partners reported no remaining TransDigm Group position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 125 TransDigm Group shares in Q4 2023, an estimated $105K.
  • Carmel Capital Partners first reported a position in TransDigm Group in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's TransDigm Group position peaked at $112K in Q2 2023.
  • 862 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.