LM Advisors’s TransDigm Group TDG Stock Holding History

LM 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 Q1	–	Sell	-1	Closed	-$1.48K	–	653
2023 Q4	$1.48K	Buy	+1	New	+$923	﹤0.01%	677

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LM Advisors's TDG Position: Q1 2024 in Review

LM Advisors sold out of TransDigm Group (TDG) in Q1 2024, closing a stake of 1 share — an estimated $1.48K sold.

LM Advisors first reported a position in TDG in Q4 2023 and held it in 1 quarter. The position peaked at $1.48K in Q4 2023. 934 funds tracked by Wall St. Rank hold TDG as of Q1 2024.

LM Advisors reported no remaining TransDigm Group position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 1 TransDigm Group share in Q1 2024, an estimated $1.48K.
LM Advisors first reported a position in TransDigm Group in Q4 2023 and held it in 1 quarter.
LM Advisors's TransDigm Group position peaked at $1.48K in Q4 2023.
934 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.