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Cedar Brook Financial Partners’s TransDigm Group TDG Stock Holding History

Cedar Brook Financial 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
2024
Q3 		– Sell
-184
Closed -$235K – 25
2024
Q2 		$235K Sell
184
-425
-70% -$545K 1.77% 20
2024
Q1 		$750K Buy
609
+5
+0.8% +$5.63K 0.15% 157
2023
Q4 		$616K Buy
604
+17
+3% +$15.7K 0.14% 161
2023
Q3 		$495K Sell
587
-8
-1% -$7.02K 0.13% 174
2023
Q2 		$532K Buy
595
+86
+17% +$68K 0.13% 170
2023
Q1 		$375K Buy
509
+4
+0.8% +$2.86K 0.1% 226
2022
Q4 		$318K Buy
505
+24
+5% +$14.1K 0.09% 256
2022
Q3 		$252K Sell
481
-34
-7% -$20.3K 0.08% 271
2022
Q2 		$276K Buy
515
+26
+5% +$15.3K 0.09% 258
2022
Q1 		$319K Buy
489
+18
+4% +$11.6K 0.08% 265
2021
Q4 		$300K Buy
471
+112
+31% +$70.1K 0.08% 279
2021
Q3 		$224K Buy
359
+36
+11% +$22.5K 0.07% 308
2021
Q2 		$209K Buy
+323
New +$203K 0.06% 349
2020
Q1 		– Sell
-407
Closed -$228K – 298
2019
Q4 		$228K Buy
+407
New +$223K 0.1% 253

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cedar Brook Financial Partners's TDG Position: Q3 2024 in Review

Cedar Brook Financial Partners sold out of TransDigm Group (TDG) in Q3 2024, closing a stake of 184 shares — an estimated $235K sold.

Cedar Brook Financial Partners first reported a position in TDG in Q4 2019 and held it in 14 quarters. The position peaked at $750K in Q1 2024. 1,025 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

  • Cedar Brook Financial Partners reported no remaining TransDigm Group position as of Q3 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 184 TransDigm Group shares in Q3 2024, an estimated $235K.
  • Cedar Brook Financial Partners first reported a position in TransDigm Group in Q4 2019 and held it in 14 quarters.
  • Cedar Brook Financial Partners's TransDigm Group position peaked at $750K in Q1 2024.
  • 1,025 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2024, filed 21 Oct 2024.