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Executive Wealth Management’s TransDigm Group TDG Stock Holding History

Executive Wealth Management’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
2019
Q1 		– Sell
-2
Closed -$1K – 933
2018
Q4 		$1K Buy
+2
New +$686 ﹤0.01% 855

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Executive Wealth Management's TDG Position: Q1 2019 in Review

Executive Wealth Management sold out of TransDigm Group (TDG) in Q1 2019, closing a stake of 2 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in TDG in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 536 funds tracked by Wall St. Rank hold TDG as of Q1 2019.

  • Executive Wealth Management reported no remaining TransDigm Group position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2 TransDigm Group shares in Q1 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in TransDigm Group in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's TransDigm Group position peaked at $1K in Q4 2018.
  • 536 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.