Egerton Capital (UK)’s TransDigm Group TDG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-707,950	Closed	-$396M	–	34
2019 Q4	$396M	Sell	707,950 -56,244	-7%	-$31.5M	2.84%	16
2019 Q3	$398M	Buy	764,194 +365,631	+92%	+$190M	2.85%	18
2019 Q2	$193M	Buy	+398,563	New	+$193M	1.41%	24