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Geller Advisors’s TransDigm Group TDG Stock Holding History

Geller Advisors’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
-465
Closed -$594K – 284
2024
Q2 		$594K Sell
465
-1
-0.2% -$1.28K 0.04% 118
2024
Q1 		$574K Buy
466
+5
+1% +$5.63K 0.05% 121
2023
Q4 		$466K Hold
461
– – 0.05% 137
2023
Q3 		$389K Hold
461
– – 0.05% 153
2023
Q2 		$412K Buy
+461
New +$365K 0.05% 150

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

Geller Advisors's TDG Position: Q3 2024 in Review

Geller Advisors sold out of TransDigm Group (TDG) in Q3 2024, closing a stake of 465 shares — an estimated $594K sold.

Geller Advisors first reported a position in TDG in Q2 2023 and held it in 5 quarters. The position peaked at $594K in Q2 2024. 1,025 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

  • Geller Advisors reported no remaining TransDigm Group position as of Q3 2024 after selling out during the quarter.
  • Geller Advisors sold 465 TransDigm Group shares in Q3 2024, an estimated $594K.
  • Geller Advisors first reported a position in TransDigm Group in Q2 2023 and held it in 5 quarters.
  • Geller Advisors's TransDigm Group position peaked at $594K in Q2 2024.
  • 1,025 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on Geller Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.