Horan Capital Advisors’s TransDigm Group TDG Stock Holding History

Horan Capital 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 Q4	–	Sell	-160	Closed	-$228K	–	123
2024 Q3	$228K	Hold	160	–	–	0.08%	109
2024 Q2	$204K	Sell	160 -40	-20%	-$51.3K	0.07%	112
2024 Q1	$246K	Hold	200	–	–	0.09%	106
2023 Q4	$202K	Buy	+200	New	+$185K	0.07%	115
2020 Q4	–	Sell	-200	Closed	-$95K	–	256
2020 Q3	$95K	Buy	+200	New	+$94K	0.05%	120
2020 Q1	–	Sell	-200	Closed	-$112K	–	229
2019 Q4	$112K	Hold	200	–	–	0.07%	95
2019 Q3	$104K	Buy	+200	New	+$103K	0.06%	97
2019 Q2	–	Sell	-200	Closed	-$91K	–	221
2019 Q1	$91K	Buy	+200	New	+$81.2K	0.06%	107
2017 Q4	–	Sell	-200	Closed	-$51K	–	238
2017 Q3	$51K	Buy	+200	New	+$54.1K	0.03%	150

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horan Capital Advisors's TDG Position: Q4 2024 in Review

Horan Capital Advisors sold out of TransDigm Group (TDG) in Q4 2024, closing a stake of 160 shares — an estimated $228K sold.

Horan Capital Advisors first reported a position in TDG in Q3 2017 and held it in 9 quarters. The position peaked at $246K in Q1 2024. 1,045 funds tracked by Wall St. Rank hold TDG as of Q4 2024.

Horan Capital Advisors reported no remaining TransDigm Group position as of Q4 2024 after selling out during the quarter.
Horan Capital Advisors sold 160 TransDigm Group shares in Q4 2024, an estimated $228K.
Horan Capital Advisors first reported a position in TransDigm Group in Q3 2017 and held it in 9 quarters.
Horan Capital Advisors's TransDigm Group position peaked at $246K in Q1 2024.
1,045 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2024.

Based on Horan Capital Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.