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Gries Financial’s TransDigm Group TDG Stock Holding History

Gries Financial’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
-396
Closed -$488K – 284
2024
Q1 		$488K Sell
396
-94
-19% -$106K 0.08% 175
2023
Q4 		$496K Buy
490
+54
+12% +$49.8K 0.11% 129
2023
Q3 		$368K Sell
436
-90
-17% -$79K 0.1% 139
2023
Q2 		$470K Hold
526
– – 0.13% 116
2023
Q1 		$388K Buy
+526
New +$376K 0.11% 130
2021
Q4 		– Sell
-628
Closed -$392K – 173
2021
Q3 		$392K Hold
628
– – 0.12% 117
2021
Q2 		$387K Hold
628
– – 0.12% 120
2021
Q1 		$368K Buy
+628
New +$370K 0.12% 128

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gries Financial's TDG Position: Q2 2024 in Review

Gries Financial sold out of TransDigm Group (TDG) in Q2 2024, closing a stake of 396 shares — an estimated $488K sold.

Gries Financial first reported a position in TDG in Q1 2021 and held it in 8 quarters. The position peaked at $496K in Q4 2023. 1,002 funds tracked by Wall St. Rank hold TDG as of Q2 2024.

  • Gries Financial reported no remaining TransDigm Group position as of Q2 2024 after selling out during the quarter.
  • Gries Financial sold 396 TransDigm Group shares in Q2 2024, an estimated $488K.
  • Gries Financial first reported a position in TransDigm Group in Q1 2021 and held it in 8 quarters.
  • Gries Financial's TransDigm Group position peaked at $496K in Q4 2023.
  • 1,002 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2024.

Based on Gries Financial's 13F filing for Q2 2024, filed 2 Aug 2024.