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Petix & Botte Financial’s TransDigm Group TDG Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-336
Closed -$219K – 109
2022
Q1 		$219K Buy
+336
New +$216K 0.07% 112
2021
Q4 		– Sell
-336
Closed -$210K – 108
2021
Q3 		$210K Buy
+336
New +$210K 0.07% 112

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Petix & Botte Financial's TDG Position: Q2 2022 in Review

Petix & Botte Financial sold out of TransDigm Group (TDG) in Q2 2022, closing a stake of 336 shares — an estimated $219K sold.

Petix & Botte Financial first reported a position in TDG in Q3 2021 and held it in 2 quarters. The position peaked at $219K in Q1 2022. 655 funds tracked by Wall St. Rank hold TDG as of Q2 2022.

  • Petix & Botte Financial reported no remaining TransDigm Group position as of Q2 2022 after selling out during the quarter.
  • Petix & Botte Financial sold 336 TransDigm Group shares in Q2 2022, an estimated $219K.
  • Petix & Botte Financial first reported a position in TransDigm Group in Q3 2021 and held it in 2 quarters.
  • Petix & Botte Financial's TransDigm Group position peaked at $219K in Q1 2022.
  • 655 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2022.

Based on Petix & Botte Financial's 13F filing for Q2 2022, filed 4 Aug 2022.