Lugano Financial Advisors SA (LFA)’s TransDigm Group TDG Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q3	–	Sell	-570	Closed	-$261K	–	121
2020 Q2	$261K	Hold	570	–	–	0.28%	50
2020 Q1	$367K	Hold	570	–	–	0.33%	44
2019 Q4	$319K	Buy	+570	New	+$312K	0.23%	56
2019 Q2	$276K	Hold	570	–	–	0.17%	55
2019 Q1	$258K	Hold	570	–	–	0.15%	58
2018 Q4	$212K	Hold	570	–	–	0.15%	76
2018 Q3	$212K	Buy	570 +292	+105%	+$105K	0.15%	76
2018 Q2	$95K	Buy	+278	New	+$91.3K	0.09%	84

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Altarock Partners West Palm Beach, Florida $4.24B AUM 4.82% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s TDG Position: Q3 2020 in Review

Lugano Financial Advisors SA (LFA) sold out of TransDigm Group (TDG) in Q3 2020, closing a stake of 570 shares — an estimated $261K sold.

Lugano Financial Advisors SA (LFA) first reported a position in TDG in Q2 2018 and held it in 8 quarters. The position peaked at $367K in Q1 2020. 553 funds tracked by Wall St. Rank hold TDG as of Q3 2020.

Lugano Financial Advisors SA (LFA) reported no remaining TransDigm Group position as of Q3 2020 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 570 TransDigm Group shares in Q3 2020, an estimated $261K.
Lugano Financial Advisors SA (LFA) first reported a position in TransDigm Group in Q2 2018 and held it in 8 quarters.
Lugano Financial Advisors SA (LFA)'s TransDigm Group position peaked at $367K in Q1 2020.
553 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2020.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2020, filed 23 Oct 2020.