Moody National Bank Trust Division’s TransDigm Group TDG Stock Holding History

Moody National Bank Trust Division’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
2023 Q4	–	Sell	-536	Closed	-$452K	–	635
2023 Q3	$452K	Buy	536 +32	+6%	+$28.1K	0.03%	408
2023 Q2	$451K	Hold	504	–	–	0.03%	405
2023 Q1	$371K	Hold	504	–	–	0.03%	450
2022 Q4	$317K	Hold	504	–	–	0.03%	471
2022 Q3	$265K	Hold	504	–	–	0.03%	505
2022 Q2	$270K	Buy	+504	New	+$297K	0.03%	437
2019 Q2	–	Sell	-54	Closed	-$25K	–	909
2019 Q1	$25K	Buy	54 +12	+29%	+$4.87K	﹤0.01%	501
2018 Q4	$14K	Buy	+42	New	+$14.4K	﹤0.01%	553

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Moody National Bank Trust Division's TDG Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of TransDigm Group (TDG) in Q4 2023, closing a stake of 536 shares — an estimated $452K sold.

Moody National Bank Trust Division first reported a position in TDG in Q4 2018 and held it in 8 quarters. The position peaked at $452K in Q3 2023. 862 funds tracked by Wall St. Rank hold TDG as of Q4 2023.

Moody National Bank Trust Division reported no remaining TransDigm Group position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 536 TransDigm Group shares in Q4 2023, an estimated $452K.
Moody National Bank Trust Division first reported a position in TransDigm Group in Q4 2018 and held it in 8 quarters.
Moody National Bank Trust Division's TransDigm Group position peaked at $452K in Q3 2023.
862 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.