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Duality Advisers’s TransDigm Group TDG Stock Holding History

Duality Advisers’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
Q1 		– Sell
-870
Closed -$880K – 742
2023
Q4 		$880K Buy
+870
New +$803K 0.09% 326
2023
Q3 		– Sell
-1,986
Closed -$1.78M – 712
2023
Q2 		$1.78M Sell
1,986
-2,625
-57% -$2.08M 0.22% 179
2023
Q1 		$3.4M Buy
+4,611
New +$3.29M 0.38% 70
2021
Q2 		– Sell
-9,422
Closed -$5.54M – 726
2021
Q1 		$5.54M Buy
9,422
+6,457
+218% +$3.8M 0.48% 41
2020
Q4 		$1.83M Buy
+2,965
New +$1.63M 0.14% 238

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Duality Advisers's TDG Position: Q1 2024 in Review

Duality Advisers sold out of TransDigm Group (TDG) in Q1 2024, closing a stake of 870 shares — an estimated $880K sold.

Duality Advisers first reported a position in TDG in Q4 2020 and held it in 5 quarters. The position peaked at $5.54M in Q1 2021. 935 funds tracked by Wall St. Rank hold TDG as of Q1 2024.

  • Duality Advisers reported no remaining TransDigm Group position as of Q1 2024 after selling out during the quarter.
  • Duality Advisers sold 870 TransDigm Group shares in Q1 2024, an estimated $880K.
  • Duality Advisers first reported a position in TransDigm Group in Q4 2020 and held it in 5 quarters.
  • Duality Advisers's TransDigm Group position peaked at $5.54M in Q1 2021.
  • 935 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.