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Lee Financial’s TransDigm Group TDG Stock Holding History

Lee Financial’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
Q1 		– Sell
-6
Closed -$6.07K – 741
2023
Q4 		$6.07K Hold
6
– – ﹤0.01% 507
2023
Q3 		$5.06K Hold
6
– – ﹤0.01% 517
2023
Q2 		$5.37K Hold
6
– – ﹤0.01% 496
2023
Q1 		$4.42K Hold
6
– – ﹤0.01% 546
2022
Q4 		$3.78K Sell
6
-2
-25% -$1.18K ﹤0.01% 588
2022
Q3 		$4K Hold
8
– – ﹤0.01% 593
2022
Q2 		$4K Buy
8
+3
+60% +$1.77K ﹤0.01% 599
2022
Q1 		$3K Sell
5
-15
-75% -$9.64K ﹤0.01% 596
2021
Q4 		$13K Buy
20
+15
+300% +$9.39K ﹤0.01% 450
2021
Q3 		$3K Buy
+5
New +$3.12K ﹤0.01% 568

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's TDG Position: Q1 2024 in Review

Lee Financial sold out of TransDigm Group (TDG) in Q1 2024, closing a stake of 6 shares — an estimated $6.07K sold.

Lee Financial first reported a position in TDG in Q3 2021 and held it in 10 quarters. The position peaked at $13K in Q4 2021. 935 funds tracked by Wall St. Rank hold TDG as of Q1 2024.

  • Lee Financial reported no remaining TransDigm Group position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 6 TransDigm Group shares in Q1 2024, an estimated $6.07K.
  • Lee Financial first reported a position in TransDigm Group in Q3 2021 and held it in 10 quarters.
  • Lee Financial's TransDigm Group position peaked at $13K in Q4 2021.
  • 935 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.