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Oxford Financial Group’s TransDigm Group TDG Stock Holding History

Oxford Financial 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
Q3 		– Sell
-225
Closed -$287K – 327
2024
Q2 		$287K Buy
+225
New +$288K 0.02% 224

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 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

Oxford Financial Group's TDG Position: Q3 2024 in Review

Oxford Financial Group sold out of TransDigm Group (TDG) in Q3 2024, closing a stake of 225 shares — an estimated $287K sold.

Oxford Financial Group first reported a position in TDG in Q2 2024 and held it in 1 quarter. The position peaked at $287K in Q2 2024. 1,025 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

  • Oxford Financial Group reported no remaining TransDigm Group position as of Q3 2024 after selling out during the quarter.
  • Oxford Financial Group sold 225 TransDigm Group shares in Q3 2024, an estimated $287K.
  • Oxford Financial Group first reported a position in TransDigm Group in Q2 2024 and held it in 1 quarter.
  • Oxford Financial Group's TransDigm Group position peaked at $287K in Q2 2024.
  • 1,025 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on Oxford Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.