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Engrave Wealth Partners’s TransDigm Group TDG Stock Holding History

Engrave Wealth 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
2020
Q3 		– Sell
-31
Closed -$13K – 382
2020
Q2 		$13K Buy
31
+6
+24% +$2.27K 0.01% 226
2020
Q1 		$8K Sell
25
-39
-61% -$21.2K 0.01% 228
2019
Q4 		$35K Buy
+64
New +$35K 0.03% 158

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
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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Engrave Wealth Partners's TDG Position: Q3 2020 in Review

Engrave Wealth Partners sold out of TransDigm Group (TDG) in Q3 2020, closing a stake of 31 shares — an estimated $13K sold.

Engrave Wealth Partners first reported a position in TDG in Q4 2019 and held it in 3 quarters. The position peaked at $35K in Q4 2019. 553 funds tracked by Wall St. Rank hold TDG as of Q3 2020.

  • Engrave Wealth Partners reported no remaining TransDigm Group position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 31 TransDigm Group shares in Q3 2020, an estimated $13K.
  • Engrave Wealth Partners first reported a position in TransDigm Group in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's TransDigm Group position peaked at $35K in Q4 2019.
  • 553 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.