Evoke Wealth’s TransDigm Group TDG Stock Holding History

Evoke 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
2025 Q2	–	Sell	-150	Closed	-$207K	–	618
2025 Q1	$207K	Buy	+150	New	+$200K	0.01%	416
2022 Q4	–	Sell	-32	Closed	-$17K	–	1055
2022 Q3	$17K	Sell	32 -53	-62%	-$31.6K	﹤0.01%	670
2022 Q2	$46K	Buy	85 +44	+107%	+$26K	﹤0.01%	529
2022 Q1	$27K	Buy	41 +1	+3%	+$642	﹤0.01%	607
2021 Q4	$25K	Hold	40	–	–	﹤0.01%	649
2021 Q3	$25K	Sell	40 -3	-7%	-$1.87K	﹤0.01%	607
2021 Q2	$28K	Buy	43 +3	+8%	+$1.88K	﹤0.01%	597
2021 Q1	$24K	Buy	40 +11	+38%	+$6.48K	﹤0.01%	560
2020 Q4	$18K	Buy	29 +16	+123%	+$8.8K	﹤0.01%	513
2020 Q3	$6K	Hold	13	–	–	﹤0.01%	641
2020 Q2	$6K	Buy	13 +4	+44%	+$1.51K	﹤0.01%	641
2020 Q1	$2.9K	Sell	9 -9	-50%	-$4.9K	﹤0.01%	738
2019 Q4	$10.7K	Hold	18	–	–	﹤0.01%	726
2019 Q3	$9.4K	Buy	+18	New	+$9.23K	﹤0.01%	838

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return