Howe & Rusling’s TransDigm Group TDG Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-25	Closed	-$13K	–	951
2022 Q3	$13K	Hold	25	–	–	﹤0.01%	498
2022 Q2	$13K	Hold	25	–	–	﹤0.01%	497
2022 Q1	$16K	Hold	25	–	–	﹤0.01%	453
2021 Q4	$16K	Hold	25	–	–	﹤0.01%	468
2021 Q3	$16K	Hold	25	–	–	﹤0.01%	445
2021 Q2	$16K	Hold	25	–	–	﹤0.01%	433
2021 Q1	$15K	Hold	25	–	–	﹤0.01%	443
2020 Q4	$15K	Hold	25	–	–	﹤0.01%	440
2020 Q3	$12K	Hold	25	–	–	﹤0.01%	421
2020 Q2	$11K	Hold	25	–	–	﹤0.01%	432
2020 Q1	$8K	Hold	25	–	–	﹤0.01%	454
2019 Q4	$14K	Hold	25	–	–	﹤0.01%	430
2019 Q3	$13K	Hold	25	–	–	﹤0.01%	437
2019 Q2	$12K	Hold	25	–	–	﹤0.01%	431
2019 Q1	$11K	Hold	25	–	–	﹤0.01%	442
2018 Q4	$9K	Hold	25	–	–	﹤0.01%	461
2018 Q3	$9K	Buy	+25	New	+$9K	﹤0.01%	531

Other funds holding TDG

Capital International Investors

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Capital Research Global Investors

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

Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return