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Gitterman Wealth Management’s TransDigm Group TDG Stock Holding History

Gitterman Wealth Management’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
Q2 		– Sell
-315
Closed -$388K – 133
2024
Q1 		$388K Buy
+315
New +$355K 0.15% 38

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gitterman Wealth Management's TDG Position: Q2 2024 in Review

Gitterman Wealth Management sold out of TransDigm Group (TDG) in Q2 2024, closing a stake of 315 shares — an estimated $388K sold.

Gitterman Wealth Management first reported a position in TDG in Q1 2024 and held it in 1 quarter. The position peaked at $388K in Q1 2024. 1,001 funds tracked by Wall St. Rank hold TDG as of Q2 2024.

  • Gitterman Wealth Management reported no remaining TransDigm Group position as of Q2 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 315 TransDigm Group shares in Q2 2024, an estimated $388K.
  • Gitterman Wealth Management first reported a position in TransDigm Group in Q1 2024 and held it in 1 quarter.
  • Gitterman Wealth Management's TransDigm Group position peaked at $388K in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2024.

Based on Gitterman Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.