Jacobs Levy Equity Management
TDG icon

Jacobs Levy Equity Management’s TransDigm Group TDG Stock Holding History

Jacobs Levy Equity 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
2022
Q4 		– Sell
-2,436
Closed -$1.28M – 1036
2022
Q3 		$1.28M Buy
2,436
+333
+16% +$199K 0.01% 659
2022
Q2 		$1.13M Buy
+2,103
New +$1.24M 0.01% 731

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
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.24B AUM 4.82% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management's TDG Position: Q4 2022 in Review

Jacobs Levy Equity Management sold out of TransDigm Group (TDG) in Q4 2022, closing a stake of 2,436 shares — an estimated $1.28M sold.

Jacobs Levy Equity Management first reported a position in TDG in Q2 2022 and held it in 2 quarters. The position peaked at $1.28M in Q3 2022. 702 funds tracked by Wall St. Rank hold TDG as of Q4 2022.

  • Jacobs Levy Equity Management reported no remaining TransDigm Group position as of Q4 2022 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 2,436 TransDigm Group shares in Q4 2022, an estimated $1.28M.
  • Jacobs Levy Equity Management first reported a position in TransDigm Group in Q2 2022 and held it in 2 quarters.
  • Jacobs Levy Equity Management's TransDigm Group position peaked at $1.28M in Q3 2022.
  • 702 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2022, filed 14 Feb 2023.