Lake Street Advisors Group’s TransDigm Group TDG Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$668K	Sell	527 -15	-3%	-$19.8K	0.03%	281
2024 Q3	$773K	Sell	542 -8	-1%	-$10.4K	0.04%	253
2024 Q2	$702K	Sell	550 -161	-23%	-$206K	0.03%	270
2024 Q1	$875K	Sell	711 -23	-3%	-$25.9K	0.04%	245
2023 Q4	$743K	Buy	+734	New	+$677K	0.04%	265

Other funds holding TDG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's TDG Position: Q4 2024 in Review

Lake Street Advisors Group reduced its TransDigm Group (TDG) stake by 2.8% in Q4 2024, selling an estimated $19.8K and leaving 527 shares worth $668K. The position accounts for 0.03% of the portfolio, ranked #281.

Lake Street Advisors Group first reported a position in TDG in Q4 2023 and has held it in 5 quarters since. The position peaked at $875K in Q1 2024. 1,045 funds tracked by Wall St. Rank hold TDG as of Q4 2024.

Lake Street Advisors Group held 527 shares of TransDigm Group worth $668K as of Q4 2024.
Lake Street Advisors Group sold 15 TransDigm Group shares in Q4 2024, an estimated $19.8K.
TransDigm Group made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #281 holding.
Lake Street Advisors Group first reported a position in TransDigm Group in Q4 2023 and has held it in 5 quarters since.
Lake Street Advisors Group's TransDigm Group position peaked at $875K in Q1 2024.
1,045 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.