KJWM
TDG icon

Kiley Juergens Wealth Management’s TransDigm Group TDG Stock Holding History

Kiley Juergens Wealth 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
-7
Closed -$2K – 572
2018
Q3 		$2K Buy
+7
New +$2.52K ﹤0.01% 587

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

Kiley Juergens Wealth Management's TDG Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of TransDigm Group (TDG) in Q4 2018, closing a stake of 7 shares — an estimated $2K sold.

Kiley Juergens Wealth Management first reported a position in TDG in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 487 funds tracked by Wall St. Rank hold TDG as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining TransDigm Group position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 7 TransDigm Group shares in Q4 2018, an estimated $2K.
  • Kiley Juergens Wealth Management first reported a position in TransDigm Group in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's TransDigm Group position peaked at $2K in Q3 2018.
  • 487 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.