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Connectus Wealth’s TransDigm Group TDG Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-625
Closed -$3.93M – 463
2022
Q4 		$3.93M Buy
625
+74
+13% +$43.6K 0.09% 152
2022
Q3 		$2.89M Sell
551
-3,926
-88% -$2.34M 0.06% 225
2022
Q2 		$2.4M Buy
4,477
+2,010
+81% +$1.19M 0.05% 195
2022
Q1 		$1.61M Buy
2,467
+2,101
+574% +$1.35M 0.05% 186
2021
Q4 		$233K Buy
+366
New +$229K 0.01% 317

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.24B AUM 4.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Connectus Wealth's TDG Position: Q1 2023 in Review

Connectus Wealth sold out of TransDigm Group (TDG) in Q1 2023, closing a stake of 625 shares — an estimated $3.93M sold.

Connectus Wealth first reported a position in TDG in Q4 2021 and held it in 5 quarters. The position peaked at $3.93M in Q4 2022. 718 funds tracked by Wall St. Rank hold TDG as of Q1 2023.

  • Connectus Wealth reported no remaining TransDigm Group position as of Q1 2023 after selling out during the quarter.
  • Connectus Wealth sold 625 TransDigm Group shares in Q1 2023, an estimated $3.93M.
  • Connectus Wealth first reported a position in TransDigm Group in Q4 2021 and held it in 5 quarters.
  • Connectus Wealth's TransDigm Group position peaked at $3.93M in Q4 2022.
  • 718 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2023.

Based on Connectus Wealth's 13F filing for Q1 2023, filed 11 May 2023.