MWM
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Modera Wealth Management’s TransDigm Group TDG Stock Holding History

Modera 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
2022
Q1 		– Sell
-366
Closed -$233K – 566
2021
Q4 		$233K Buy
+366
New +$229K 0.01% 510

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
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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
AP
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
BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

Modera Wealth Management's TDG Position: Q1 2022 in Review

Modera Wealth Management sold out of TransDigm Group (TDG) in Q1 2022, closing a stake of 366 shares — an estimated $233K sold.

Modera Wealth Management first reported a position in TDG in Q4 2021 and held it in 1 quarter. The position peaked at $233K in Q4 2021. 681 funds tracked by Wall St. Rank hold TDG as of Q1 2022.

  • Modera Wealth Management reported no remaining TransDigm Group position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 366 TransDigm Group shares in Q1 2022, an estimated $233K.
  • Modera Wealth Management first reported a position in TransDigm Group in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's TransDigm Group position peaked at $233K in Q4 2021.
  • 681 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.