Okabena Investment Services’s TransDigm Group TDG Stock Holding History

Okabena 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
2023 Q4	–	Sell	-677	Closed	-$571K	–	139
2023 Q3	$571K	Sell	677 -216	-24%	-$189K	0.44%	51
2023 Q2	$798K	Sell	893 -71	-7%	-$56.2K	0.58%	41
2023 Q1	$711K	Buy	+964	New	+$689K	0.5%	47
2020 Q4	–	Sell	-1,681	Closed	-$799K	–	82
2020 Q3	$799K	Buy	+1,681	New	+$790K	0.61%	55
2020 Q2	–	Sell	-1,440	Closed	-$461K	–	84
2020 Q1	$461K	Buy	+1,440	New	+$784K	0.52%	54

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Okabena Investment Services's TDG Position: Q4 2023 in Review

Okabena Investment Services sold out of TransDigm Group (TDG) in Q4 2023, closing a stake of 677 shares — an estimated $571K sold.

Okabena Investment Services first reported a position in TDG in Q1 2020 and held it in 5 quarters. The position peaked at $799K in Q3 2020. 862 funds tracked by Wall St. Rank hold TDG as of Q4 2023.

Okabena Investment Services reported no remaining TransDigm Group position as of Q4 2023 after selling out during the quarter.
Okabena Investment Services sold 677 TransDigm Group shares in Q4 2023, an estimated $571K.
Okabena Investment Services first reported a position in TransDigm Group in Q1 2020 and held it in 5 quarters.
Okabena Investment Services's TransDigm Group position peaked at $799K in Q3 2020.
862 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2023.

Based on Okabena Investment Services's 13F filing for Q4 2023, filed 14 Feb 2024.