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Cumberland Partners’s TransDigm Group TDG Stock Holding History

Cumberland 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
-650
Closed -$548K – 192
2023
Q3 		$548K Buy
+650
New +$570K 0.05% 140
2022
Q4 		– Sell
-1,300
Closed -$682K – 179
2022
Q3 		$682K Buy
+1,300
New +$776K 0.07% 122
2022
Q1 		– Sell
-1,700
Closed -$1.08M – 194
2021
Q4 		$1.08M Buy
+1,700
New +$1.06M 0.08% 126

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 $3.37T 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
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

Cumberland Partners's TDG Position: Q4 2023 in Review

Cumberland Partners sold out of TransDigm Group (TDG) in Q4 2023, closing a stake of 650 shares — an estimated $548K sold.

Cumberland Partners first reported a position in TDG in Q4 2021 and held it in 3 quarters. The position peaked at $1.08M in Q4 2021. 862 funds tracked by Wall St. Rank hold TDG as of Q4 2023.

  • Cumberland Partners reported no remaining TransDigm Group position as of Q4 2023 after selling out during the quarter.
  • Cumberland Partners sold 650 TransDigm Group shares in Q4 2023, an estimated $548K.
  • Cumberland Partners first reported a position in TransDigm Group in Q4 2021 and held it in 3 quarters.
  • Cumberland Partners's TransDigm Group position peaked at $1.08M in Q4 2021.
  • 862 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2023.

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