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Kaizen Advisory’s TransDigm Group TDG Stock Holding History

Kaizen Advisory’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 		$41K Buy
120
+5
+4% +$1.72K 0.03% 366
2018
Q3 		$43K Hold
115
– – 0.02% 362
2018
Q2 		$40K Buy
115
+68
+145% +$22.3K 0.02% 374
2018
Q1 		$14K Hold
47
– – 0.01% 409
2017
Q4 		$13K Buy
+47
New +$12.8K 0.01% 428

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

Kaizen Advisory's TDG Position: Q4 2018 in Review

Kaizen Advisory increased its TransDigm Group (TDG) stake by 4.3% in Q4 2018, buying an estimated $1.72K and bringing the position to 120 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #366.

Kaizen Advisory first reported a position in TDG in Q4 2017 and has held it in 5 quarters since. The position peaked at $43K in Q3 2018. 487 funds tracked by Wall St. Rank hold TDG as of Q4 2018.

  • Kaizen Advisory held 120 shares of TransDigm Group worth $41K as of Q4 2018.
  • Kaizen Advisory bought 5 TransDigm Group shares in Q4 2018, an estimated $1.72K.
  • TransDigm Group made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #366 holding.
  • Kaizen Advisory first reported a position in TransDigm Group in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's TransDigm Group position peaked at $43K in Q3 2018.
  • 487 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.