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Gladstone Institutional Advisory’s TransDigm Group TDG Stock Holding History

Gladstone Institutional Advisory’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
-1,821
Closed -$2.33M – 725
2024
Q2 		$2.33M Buy
+1,821
New +$2.33M 0.12% 200

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

Gladstone Institutional Advisory's TDG Position: Q3 2024 in Review

Gladstone Institutional Advisory sold out of TransDigm Group (TDG) in Q3 2024, closing a stake of 1,821 shares — an estimated $2.33M sold.

Gladstone Institutional Advisory first reported a position in TDG in Q2 2024 and held it in 1 quarter. The position peaked at $2.33M in Q2 2024. 1,025 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

  • Gladstone Institutional Advisory reported no remaining TransDigm Group position as of Q3 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,821 TransDigm Group shares in Q3 2024, an estimated $2.33M.
  • Gladstone Institutional Advisory first reported a position in TransDigm Group in Q2 2024 and held it in 1 quarter.
  • Gladstone Institutional Advisory's TransDigm Group position peaked at $2.33M in Q2 2024.
  • 1,025 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2024, filed 28 Oct 2024.