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Morningstar Investment Services’s TransDigm Group TDG Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-204
Closed -$286K – 367
2024
Q3 		$286K Buy
204
+10
+5% +$13K ﹤0.01% 348
2024
Q2 		$250K Buy
+194
New +$249K ﹤0.01% 341
2024
Q1 		– Sell
-240
Closed -$243K – 408
2023
Q4 		$243K Buy
+240
New +$221K ﹤0.01% 377

Other funds holding TDG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Services's TDG Position: Q4 2024 in Review

Morningstar Investment Services sold out of TransDigm Group (TDG) in Q4 2024, closing a stake of 204 shares — an estimated $286K sold.

Morningstar Investment Services first reported a position in TDG in Q4 2023 and held it in 3 quarters. The position peaked at $286K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold TDG as of Q4 2024.

  • Morningstar Investment Services reported no remaining TransDigm Group position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 204 TransDigm Group shares in Q4 2024, an estimated $286K.
  • Morningstar Investment Services first reported a position in TransDigm Group in Q4 2023 and held it in 3 quarters.
  • Morningstar Investment Services's TransDigm Group position peaked at $286K in Q3 2024.
  • 1,045 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.