FMI
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F/M Investments’s TransDigm Group TDG Stock Holding History

F/M Investments’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
2024
Q3 		– Sell
-1,752
Closed -$2.24M – 358
2024
Q2 		$2.24M Sell
1,752
-1
-0.1% -$1.28K 0.08% 201
2024
Q1 		$2.16M Sell
1,753
-9
-0.5% -$10.1K 1.46% 16
2023
Q4 		$1.78M Sell
1,762
-63
-3% -$58.1K 1.01% 32
2023
Q3 		$1.54M Sell
1,825
-124
-6% -$109K 1.15% 29
2023
Q2 		$1.74M Buy
+1,949
New +$1.54M 1.28% 27

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

F/M Investments's TDG Position: Q3 2024 in Review

F/M Investments sold out of TransDigm Group (TDG) in Q3 2024, closing a stake of 1,752 shares — an estimated $2.24M sold.

F/M Investments first reported a position in TDG in Q2 2023 and held it in 5 quarters. The position peaked at $2.24M in Q2 2024. 1,025 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

  • F/M Investments reported no remaining TransDigm Group position as of Q3 2024 after selling out during the quarter.
  • F/M Investments sold 1,752 TransDigm Group shares in Q3 2024, an estimated $2.24M.
  • F/M Investments first reported a position in TransDigm Group in Q2 2023 and held it in 5 quarters.
  • F/M Investments's TransDigm Group position peaked at $2.24M in Q2 2024.
  • 1,025 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on F/M Investments's 13F filing for Q3 2024, filed 29 Oct 2024.