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Institutional & Family Asset Management’s TransDigm Group TDG Stock Holding History

Institutional & Family Asset 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
2018
Q4 		– Sell
-38
Closed -$14K – 881
2018
Q3 		$14K Hold
38
– – ﹤0.01% 487
2018
Q2 		$13K Sell
38
-2
-5% -$657 ﹤0.01% 485
2018
Q1 		$12K Buy
+40
New +$11.8K ﹤0.01% 479

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
SP
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

Institutional & Family Asset Management's TDG Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of TransDigm Group (TDG) in Q4 2018, closing a stake of 38 shares — an estimated $14K sold.

Institutional & Family Asset Management first reported a position in TDG in Q1 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 487 funds tracked by Wall St. Rank hold TDG as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining TransDigm Group position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 38 TransDigm Group shares in Q4 2018, an estimated $14K.
  • Institutional & Family Asset Management first reported a position in TransDigm Group in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's TransDigm Group position peaked at $14K in Q3 2018.
  • 487 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.