Lenox Wealth Advisors’s TransDigm Group TDG Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$66K	Hold	103	–	–	0.01%	217
2021 Q4	$66K	Buy	103 +3	+3%	+$1.88K	0.01%	220
2021 Q3	$62K	Hold	100	–	–	0.01%	206
2021 Q2	$65K	Hold	100	–	–	0.01%	201
2021 Q1	$59K	Hold	100	–	–	0.01%	170
2020 Q4	$62K	Hold	100	–	–	0.01%	165
2020 Q3	$48K	Hold	100	–	–	0.01%	170
2020 Q2	$44K	Buy	+100	New	+$37.8K	0.01%	175
2018 Q3	–	Sell	-100	Closed	-$35K	–	513
2018 Q2	$35K	Buy	+100	New	+$32.9K	0.01%	179
2016 Q3	–	Sell	-22	Closed	-$6K	–	218
2016 Q2	$6K	Hold	22	–	–	﹤0.01%	185
2016 Q1	$5K	Hold	22	–	–	﹤0.01%	196
2015 Q4	$5K	Buy	+22	New	+$4.95K	﹤0.01%	231

Other funds holding TDG

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

Lenox Wealth Advisors's TDG Position: Q1 2022 in Review

Lenox Wealth Advisors held its TransDigm Group (TDG) position steady in Q1 2022 at 103 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #217.

Lenox Wealth Advisors first reported a position in TDG in Q4 2015 and has held it in 12 quarters since. 681 funds tracked by Wall St. Rank hold TDG as of Q1 2022.

Lenox Wealth Advisors held 103 shares of TransDigm Group worth $66K as of Q1 2022.
Lenox Wealth Advisors left its TransDigm Group share count unchanged in Q1 2022.
TransDigm Group made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #217 holding.
Lenox Wealth Advisors first reported a position in TransDigm Group in Q4 2015 and has held it in 12 quarters since.
681 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.