LIWM
TDG icon

Long Island Wealth Management’s TransDigm Group TDG Stock Holding History

Long Island 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
2024
Q1 		– Sell
-6
Closed -$6K – 354
2023
Q4 		$6K Buy
+6
New +$5.54K ﹤0.01% 257

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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Long Island Wealth Management's TDG Position: Q1 2024 in Review

Long Island Wealth Management sold out of TransDigm Group (TDG) in Q1 2024, closing a stake of 6 shares — an estimated $6K sold.

Long Island Wealth Management first reported a position in TDG in Q4 2023 and held it in 1 quarter. The position peaked at $6K in Q4 2023. 934 funds tracked by Wall St. Rank hold TDG as of Q1 2024.

  • Long Island Wealth Management reported no remaining TransDigm Group position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 6 TransDigm Group shares in Q1 2024, an estimated $6K.
  • Long Island Wealth Management first reported a position in TransDigm Group in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's TransDigm Group position peaked at $6K in Q4 2023.
  • 934 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.