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Frisch Financial Group’s TransDigm Group TDG Stock Holding History

Frisch Financial Group’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
-317
Closed -$405K – 145
2024
Q2 		$405K Buy
+317
New +$406K 0.12% 82

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frisch Financial Group's TDG Position: Q3 2024 in Review

Frisch Financial Group sold out of TransDigm Group (TDG) in Q3 2024, closing a stake of 317 shares — an estimated $405K sold.

Frisch Financial Group first reported a position in TDG in Q2 2024 and held it in 1 quarter. The position peaked at $405K in Q2 2024. 1,026 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

  • Frisch Financial Group reported no remaining TransDigm Group position as of Q3 2024 after selling out during the quarter.
  • Frisch Financial Group sold 317 TransDigm Group shares in Q3 2024, an estimated $405K.
  • Frisch Financial Group first reported a position in TransDigm Group in Q2 2024 and held it in 1 quarter.
  • Frisch Financial Group's TransDigm Group position peaked at $405K in Q2 2024.
  • 1,026 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on Frisch Financial Group's 13F filing for Q3 2024, filed 15 Nov 2024.