Oliver Lagore Vanvalin Investment Group’s TransDigm Group TDG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	-17	Closed	-$24.5K	–	730
2024 Q3	$24.5K	Hold	17	–	–	0.01%	322
2024 Q2	$21.9K	Sell	17 -9	-35%	-$11.5K	0.01%	327
2024 Q1	$32.2K	Sell	26 -11	-30%	-$12.4K	0.01%	289
2023 Q4	$37.6K	Buy	37 +12	+48%	+$11.1K	0.01%	241
2023 Q3	$21.1K	Sell	25 -11	-31%	-$9.65K	0.01%	341
2023 Q2	$32.2K	Sell	36 -2	-5%	-$1.58K	0.01%	307
2023 Q1	$28K	Buy	38 +2	+6%	+$1.43K	0.01%	250
2022 Q4	$22.7K	Buy	36 +13	+57%	+$7.66K	0.01%	258
2022 Q3	$12K	Buy	23 +3	+15%	+$1.79K	0.01%	319
2022 Q2	$11K	Buy	20 +2	+11%	+$1.18K	0.01%	333
2022 Q1	$12K	Buy	+18	New	+$11.6K	0.01%	310

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's TDG Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of TransDigm Group (TDG) in Q4 2024, closing a stake of 17 shares — an estimated $24.5K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in TDG in Q1 2022 and held it in 11 quarters. The position peaked at $37.6K in Q4 2023. 1,045 funds tracked by Wall St. Rank hold TDG as of Q4 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining TransDigm Group position as of Q4 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 17 TransDigm Group shares in Q4 2024, an estimated $24.5K.
Oliver Lagore Vanvalin Investment Group first reported a position in TransDigm Group in Q1 2022 and held it in 11 quarters.
Oliver Lagore Vanvalin Investment Group's TransDigm Group position peaked at $37.6K in Q4 2023.
1,045 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.