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Harvest Group Wealth Management’s TransDigm Group TDG Stock Holding History

Harvest Group 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
2023
Q1 		$2.21K Hold
3
– – ﹤0.01% 119
2022
Q4 		$1.89K Hold
3
– – ﹤0.01% 121
2022
Q3 		$2K Hold
3
– – ﹤0.01% 125
2022
Q2 		$2K Hold
3
– – ﹤0.01% 138
2022
Q1 		$2K Hold
3
– – ﹤0.01% 97
2021
Q4 		$2K Buy
+3
New +$1.88K ﹤0.01% 76

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.24B AUM 4.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Harvest Group Wealth Management's TDG Position: Q1 2023 in Review

Harvest Group Wealth Management held its TransDigm Group (TDG) position steady in Q1 2023 at 3 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #119.

Harvest Group Wealth Management first reported a position in TDG in Q4 2021 and has held it in 6 quarters since. 718 funds tracked by Wall St. Rank hold TDG as of Q1 2023.

  • Harvest Group Wealth Management held 3 shares of TransDigm Group worth $2.21K as of Q1 2023.
  • Harvest Group Wealth Management left its TransDigm Group share count unchanged in Q1 2023.
  • TransDigm Group made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #119 holding.
  • Harvest Group Wealth Management first reported a position in TransDigm Group in Q4 2021 and has held it in 6 quarters since.
  • 718 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.