Jupiter Investment Management’s TransDigm Group TDG Stock Holding History

Jupiter Investment 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
2017 Q2	–	Sell	-3,364	Closed	-$740K	–	478
2017 Q1	$740K	Buy	3,364 +350	+12%	+$83.5K	0.01%	260
2016 Q4	$750K	Buy	+3,014	New	+$791K	0.01%	236
2015 Q1	–	Sell	-5,300	Closed	-$1.04M	–	415
2014 Q4	$1.04M	Buy	5,300 +2,100	+66%	+$396K	0.04%	255
2014 Q3	$589K	Buy	+3,200	New	+$571K	0.03%	256
2014 Q1	–	Sell	-12,600	Closed	-$2.03M	–	411
2013 Q4	$2.03M	Buy	12,600 +5,400	+75%	+$805K	0.17%	164
2013 Q3	$998K	Sell	7,200 -23,092	-76%	-$3.29M	0.09%	227
2013 Q2	$4.75M	Buy	+30,292	New	+$4.55M	0.57%	72

Other funds holding TDG

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Investment Management's TDG Position: Q2 2017 in Review

Jupiter Investment Management sold out of TransDigm Group (TDG) in Q2 2017, closing a stake of 3,364 shares — an estimated $740K sold.

Jupiter Investment Management first reported a position in TDG in Q2 2013 and held it in 7 quarters. The position peaked at $4.75M in Q2 2013. 397 funds tracked by Wall St. Rank hold TDG as of Q2 2017.

Jupiter Investment Management reported no remaining TransDigm Group position as of Q2 2017 after selling out during the quarter.
Jupiter Investment Management sold 3,364 TransDigm Group shares in Q2 2017, an estimated $740K.
Jupiter Investment Management first reported a position in TransDigm Group in Q2 2013 and held it in 7 quarters.
Jupiter Investment Management's TransDigm Group position peaked at $4.75M in Q2 2013.
397 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2017.

Based on Jupiter Investment Management's 13F filing for Q2 2017, filed 10 Aug 2017.