Cassady Schiller Wealth Management’s TransDigm Group TDG Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$2.54K	Buy	+2	New	+$2.63K	﹤0.01%	532

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

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

Cassady Schiller Wealth Management's TDG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in TransDigm Group (TDG) in Q4 2024: 2 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #532 among its holdings.

1,044 funds tracked by Wall St. Rank hold TDG as of Q4 2024.

Cassady Schiller Wealth Management held 2 shares of TransDigm Group worth $2.54K as of Q4 2024.
TransDigm Group was a new Cassady Schiller Wealth Management position in Q4 2024.
TransDigm Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #532 holding.
1,044 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.