Cary Street Partners Investment Advisory’s TransDigm Group TDG Stock Holding History

Cary Street Partners Investment Advisory’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	-7	Closed	-$5.9K	–	1681
2023 Q3	$5.9K	Buy	+7	New	+$6.14K	﹤0.01%	1431
2023 Q2	–	Sell	-4	Closed	-$2.95K	–	1788
2023 Q1	$2.95K	Sell	4 -10	-71%	-$7.14K	﹤0.01%	1438
2022 Q4	$8.81K	Buy	+14	New	+$8.25K	﹤0.01%	1192

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 $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cary Street Partners Investment Advisory's TDG Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of TransDigm Group (TDG) in Q4 2023, closing a stake of 7 shares — an estimated $5.9K sold.

Cary Street Partners Investment Advisory first reported a position in TDG in Q4 2022 and held it in 3 quarters. The position peaked at $8.81K in Q4 2022. 862 funds tracked by Wall St. Rank hold TDG as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining TransDigm Group position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 7 TransDigm Group shares in Q4 2023, an estimated $5.9K.
Cary Street Partners Investment Advisory first reported a position in TransDigm Group in Q4 2022 and held it in 3 quarters.
Cary Street Partners Investment Advisory's TransDigm Group position peaked at $8.81K in Q4 2022.
862 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.