Financial Architects (New Jersey)’s TransDigm Group TDG Stock Holding History

Financial Architects (New Jersey)’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	-35	Closed	-$15K	–	713
2020 Q2	$15K	Hold	35	–	–	﹤0.01%	591
2020 Q1	$11K	Sell	35 -17	-33%	-$9.26K	﹤0.01%	607
2019 Q4	$29K	Buy	52 +2	+4%	+$1.09K	0.01%	510
2019 Q3	$26K	Hold	50	–	–	0.01%	547
2019 Q2	$24K	Hold	50	–	–	﹤0.01%	676
2019 Q1	$23K	Hold	50	–	–	﹤0.01%	846
2018 Q4	$17K	Hold	50	–	–	﹤0.01%	851
2018 Q3	$19K	Hold	50	–	–	﹤0.01%	944
2018 Q2	$17K	Hold	50	–	–	﹤0.01%	852
2018 Q1	$15K	Hold	50	–	–	﹤0.01%	972
2017 Q4	$14K	Hold	50	–	–	﹤0.01%	1059
2017 Q3	$13K	Hold	50	–	–	﹤0.01%	1068
2017 Q2	$13K	Hold	50	–	–	﹤0.01%	1076
2017 Q1	$11K	Sell	50 -50	-50%	-$11.9K	﹤0.01%	1120
2016 Q4	$25K	Sell	100 -7	-7%	-$1.84K	0.01%	783
2016 Q3	$31K	Hold	107	–	–	0.01%	719
2016 Q2	$28K	Hold	107	–	–	0.01%	699
2016 Q1	$24K	Buy	+107	New	+$23.4K	0.01%	554
2015 Q3	–	Sell	-100	Closed	-$22K	–	832
2015 Q2	$22K	Hold	100	–	–	0.01%	623
2015 Q1	$22K	Hold	100	–	–	0.01%	558
2014 Q4	$20K	Hold	100	–	–	0.01%	540
2014 Q3	$18K	Hold	100	–	–	0.01%	497
2014 Q2	$17K	Buy	+100	New	+$18K	0.01%	538

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Altarock Partners West Palm Beach, Florida $4.24B AUM 4.82% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Financial Architects (New Jersey)'s TDG Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of TransDigm Group (TDG) in Q3 2020, closing a stake of 35 shares — an estimated $15K sold.

Financial Architects (New Jersey) first reported a position in TDG in Q2 2014 and held it in 23 quarters. The position peaked at $31K in Q3 2016. 553 funds tracked by Wall St. Rank hold TDG as of Q3 2020.

Financial Architects (New Jersey) reported no remaining TransDigm Group position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 35 TransDigm Group shares in Q3 2020, an estimated $15K.
Financial Architects (New Jersey) first reported a position in TransDigm Group in Q2 2014 and held it in 23 quarters.
Financial Architects (New Jersey)'s TransDigm Group position peaked at $31K in Q3 2016.
553 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.