Fund Management at Engine No 1’s TransDigm Group TDG Stock Holding History

Fund Management at Engine No 1’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
2023 Q4	–	Sell	-788	Closed	-$664K	–	365
2023 Q3	$664K	Buy	788 +109	+16%	+$95.6K	0.1%	174
2023 Q2	$607K	Buy	679 +50	+8%	+$39.5K	0.11%	176
2023 Q1	$464K	Buy	629 +60	+11%	+$42.9K	0.09%	210
2022 Q4	$358K	Sell	569 -3,288	-85%	-$1.94M	0.09%	237
2022 Q3	$2.02M	Buy	3,857 +3,334	+637%	+$1.99M	0.6%	40
2022 Q2	$281K	Buy	523 +77	+17%	+$45.4K	0.07%	264
2022 Q1	$291K	Buy	+446	New	+$287K	0.07%	259

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Fund Management at Engine No 1's TDG Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of TransDigm Group (TDG) in Q4 2023, closing a stake of 788 shares — an estimated $664K sold.

Fund Management at Engine No 1 first reported a position in TDG in Q1 2022 and held it in 7 quarters. The position peaked at $2.02M in Q3 2022. 861 funds tracked by Wall St. Rank hold TDG as of Q4 2023.

Fund Management at Engine No 1 reported no remaining TransDigm Group position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 788 TransDigm Group shares in Q4 2023, an estimated $664K.
Fund Management at Engine No 1 first reported a position in TransDigm Group in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's TransDigm Group position peaked at $2.02M in Q3 2022.
861 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.