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LGL Partners’s TransDigm Group TDG Stock Holding History

LGL Partners’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
2025
Q1 		– Sell
-215
Closed -$272K – 115
2024
Q4 		$272K Buy
215
+1
+0.5% +$1.32K 0.04% 94
2024
Q3 		$305K Buy
214
+2
+0.9% +$2.6K 0.04% 91
2024
Q2 		$271K Hold
212
– – 0.04% 90
2024
Q1 		$261K Hold
212
– – 0.04% 87
2023
Q4 		$214K Buy
+212
New +$196K 0.03% 92

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGL Partners's TDG Position: Q1 2025 in Review

LGL Partners sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 215 shares — an estimated $272K sold.

LGL Partners first reported a position in TDG in Q4 2023 and held it in 5 quarters. The position peaked at $305K in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

  • LGL Partners reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 215 TransDigm Group shares in Q1 2025, an estimated $272K.
  • LGL Partners first reported a position in TransDigm Group in Q4 2023 and held it in 5 quarters.
  • LGL Partners's TransDigm Group position peaked at $305K in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.