Patriot Financial Group Insurance Agency’s TransDigm Group TDG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-3	Closed	-$2K	–	1795
2022 Q2	$2K	Hold	3	–	–	﹤0.01%	1819
2022 Q1	$2K	Hold	3	–	–	﹤0.01%	1886
2021 Q4	$2K	Buy	3 +2	+200%	+$1.25K	﹤0.01%	1973
2021 Q3	$1K	Hold	1	–	–	﹤0.01%	2096
2021 Q2	$1K	Buy	+1	New	+$627	﹤0.01%	2025
2020 Q2	–	Sell	-1	Closed	–	–	1835
2020 Q1	$0	Buy	+1	New	+$545	﹤0.01%	1732
2019 Q3	–	Sell	-7	Closed	-$3K	–	1458
2019 Q2	$3K	Buy	+7	New	+$3.27K	﹤0.01%	1060

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

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

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

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

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

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TDG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of TransDigm Group (TDG) in Q3 2022, closing a stake of 3 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in TDG in Q2 2019 and held it in 7 quarters. The position peaked at $3K in Q2 2019. 647 funds tracked by Wall St. Rank hold TDG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining TransDigm Group position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 3 TransDigm Group shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in TransDigm Group in Q2 2019 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's TransDigm Group position peaked at $3K in Q2 2019.
647 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.