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Lenox Wealth Management’s TransDigm Group TDG Stock Holding History

Lenox 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
2020
Q2 		– Sell
-92
Closed -$29K – 799
2020
Q1 		$29K Buy
92
+29
+46% +$15.8K 0.01% 296
2019
Q4 		$37K Buy
63
+8
+15% +$4.38K 0.01% 294
2019
Q3 		$28K Sell
55
-2
-4% -$1.03K 0.01% 319
2019
Q2 		$27K Buy
57
+2
+4% +$936 0.01% 311
2019
Q1 		$25K Buy
+55
New +$22.3K 0.01% 326

Other funds holding TDG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lenox Wealth Management's TDG Position: Q2 2020 in Review

Lenox Wealth Management sold out of TransDigm Group (TDG) in Q2 2020, closing a stake of 92 shares — an estimated $29K sold.

Lenox Wealth Management first reported a position in TDG in Q1 2019 and held it in 5 quarters. The position peaked at $37K in Q4 2019. 532 funds tracked by Wall St. Rank hold TDG as of Q2 2020.

  • Lenox Wealth Management reported no remaining TransDigm Group position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 92 TransDigm Group shares in Q2 2020, an estimated $29K.
  • Lenox Wealth Management first reported a position in TransDigm Group in Q1 2019 and held it in 5 quarters.
  • Lenox Wealth Management's TransDigm Group position peaked at $37K in Q4 2019.
  • 532 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.