MinichMacGregor Wealth Management’s TransDigm Group TDG Stock Holding History

MinichMacGregor 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
2021 Q4	–	Sell	-2,427	Closed	-$1.51M	–	95
2021 Q3	$1.51M	Buy	2,427 +498	+26%	+$311K	0.51%	41
2021 Q2	$1.25M	Sell	1,929 -1	-0.1%	-$627	0.44%	44
2021 Q1	$1.13M	Buy	1,930 +368	+24%	+$217K	0.42%	44
2020 Q4	$966K	Buy	+1,562	New	+$859K	0.39%	45
2020 Q3	–	Sell	-1,380	Closed	-$610K	–	73
2020 Q2	$610K	Buy	+1,380	New	+$522K	0.34%	40
2016 Q3	–	Sell	-8	Closed	-$2K	–	484
2016 Q2	$2K	Hold	8	–	–	﹤0.01%	371
2016 Q1	$1K	Sell	8 -1	-11%	-$218	﹤0.01%	402
2015 Q4	$2K	Buy	+9	New	+$2.03K	﹤0.01%	336

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

MinichMacGregor Wealth Management's TDG Position: Q4 2021 in Review

MinichMacGregor Wealth Management sold out of TransDigm Group (TDG) in Q4 2021, closing a stake of 2,427 shares — an estimated $1.51M sold.

MinichMacGregor Wealth Management first reported a position in TDG in Q4 2015 and held it in 8 quarters. The position peaked at $1.51M in Q3 2021. 658 funds tracked by Wall St. Rank hold TDG as of Q4 2021.

MinichMacGregor Wealth Management reported no remaining TransDigm Group position as of Q4 2021 after selling out during the quarter.
MinichMacGregor Wealth Management sold 2,427 TransDigm Group shares in Q4 2021, an estimated $1.51M.
MinichMacGregor Wealth Management first reported a position in TransDigm Group in Q4 2015 and held it in 8 quarters.
MinichMacGregor Wealth Management's TransDigm Group position peaked at $1.51M in Q3 2021.
658 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2021.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.