First Personal Financial Services’s TransDigm Group TDG Stock Holding History

First Personal Financial Services’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	$28.5K	Buy	+20	New	+$26K	0.01%	238
2020 Q1	–	Sell	-2	Closed	-$1K	–	503
2019 Q4	$1K	Sell	2 -150	-99%	-$82.1K	﹤0.01%	490
2019 Q3	$79K	Hold	152	–	–	0.02%	198
2019 Q2	$74K	Sell	152 -1	-0.7%	-$468	0.02%	238
2019 Q1	$69K	Hold	153	–	–	0.02%	234
2018 Q4	$52K	Sell	153 -1	-0.6%	-$343	0.02%	252
2018 Q3	$57K	Buy	154 +41	+36%	+$14.8K	0.02%	265
2018 Q2	$39K	Hold	113	–	–	0.01%	307
2018 Q1	$35K	Hold	113	–	–	0.01%	514
2017 Q4	$31K	Buy	+113	New	+$30.7K	0.01%	563

Other funds holding TDG

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Personal Financial Services's TDG Position: Q3 2024 in Review

First Personal Financial Services opened a new position in TransDigm Group (TDG) in Q3 2024: 20 shares worth $28.5K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in TDG as recently as Q4 2019.

First Personal Financial Services first reported a position in TDG in Q4 2017 and has held it in 10 quarters since. The position peaked at $79K in Q3 2019. 1,025 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

First Personal Financial Services held 20 shares of TransDigm Group worth $28.5K as of Q3 2024.
TransDigm Group was a new First Personal Financial Services position in Q3 2024.
TransDigm Group made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #238 holding.
First Personal Financial Services first reported a position in TransDigm Group in Q4 2017 and has held it in 10 quarters since.
First Personal Financial Services's TransDigm Group position peaked at $79K in Q3 2019.
1,025 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.