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LGT Financial Advisors’s TransDigm Group TDG Stock Holding History

LGT Financial 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
2024
Q3 		– Sell
-5
Closed -$6.39K – 784
2024
Q2 		$6.39K Hold
5
– – 0.01% 555
2024
Q1 		$6.16K Hold
5
– – 0.01% 586
2023
Q4 		$5.06K Hold
5
– – 0.01% 628
2023
Q3 		$4.22K Buy
+5
New +$4.39K 0.01% 661

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

LGT Financial Advisors's TDG Position: Q3 2024 in Review

LGT Financial Advisors sold out of TransDigm Group (TDG) in Q3 2024, closing a stake of 5 shares — an estimated $6.39K sold.

LGT Financial Advisors first reported a position in TDG in Q3 2023 and held it in 4 quarters. The position peaked at $6.39K in Q2 2024. 1,025 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

  • LGT Financial Advisors reported no remaining TransDigm Group position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 5 TransDigm Group shares in Q3 2024, an estimated $6.39K.
  • LGT Financial Advisors first reported a position in TransDigm Group in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's TransDigm Group position peaked at $6.39K in Q2 2024.
  • 1,025 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.