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JOYN Advisors’s TransDigm Group TDG Stock Holding History

JOYN 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
2019
Q1 		– Sell
-132
Closed -$45K – 1254
2018
Q4 		$45K Buy
132
+33
+33% +$11.3K 0.01% 382
2018
Q3 		$37K Sell
99
-21
-18% -$7.56K 0.01% 481
2018
Q2 		$41K Sell
120
-23
-16% -$7.56K 0.01% 458
2018
Q1 		$44K Buy
+143
New +$42.1K 0.01% 488

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

JOYN Advisors's TDG Position: Q1 2019 in Review

JOYN Advisors sold out of TransDigm Group (TDG) in Q1 2019, closing a stake of 132 shares — an estimated $45K sold.

JOYN Advisors first reported a position in TDG in Q1 2018 and held it in 4 quarters. The position peaked at $45K in Q4 2018. 537 funds tracked by Wall St. Rank hold TDG as of Q1 2019.

  • JOYN Advisors reported no remaining TransDigm Group position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 132 TransDigm Group shares in Q1 2019, an estimated $45K.
  • JOYN Advisors first reported a position in TransDigm Group in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's TransDigm Group position peaked at $45K in Q4 2018.
  • 537 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.