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Evolution Wealth Advisors’s TransDigm Group TDG Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-8
Closed -$5K – 573
2021
Q3 		$5K Hold
8
– – ﹤0.01% 523
2021
Q2 		$5K Hold
8
– – ﹤0.01% 528
2021
Q1 		$5K Hold
8
– – ﹤0.01% 535
2020
Q4 		$5K Hold
8
– – ﹤0.01% 456
2020
Q3 		$4K Hold
8
– – ﹤0.01% 473
2020
Q2 		$4K Buy
+8
New +$3.03K ﹤0.01% 405
2020
Q1 		– Sell
-9
Closed -$5K – 619
2019
Q4 		$5K Buy
9
+1
+13% +$547 ﹤0.01% 411
2019
Q3 		$4K Hold
8
– – ﹤0.01% 331
2019
Q2 		$4K Buy
+8
New +$3.74K ﹤0.01% 310

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

Evolution Wealth Advisors's TDG Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of TransDigm Group (TDG) in Q4 2021, closing a stake of 8 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in TDG in Q2 2019 and held it in 9 quarters. The position peaked at $5K in Q3 2021. 657 funds tracked by Wall St. Rank hold TDG as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining TransDigm Group position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 8 TransDigm Group shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in TransDigm Group in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's TransDigm Group position peaked at $5K in Q3 2021.
  • 657 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.