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Planning Capital Management Corporation’s TransDigm Group TDG Stock Holding History

Planning Capital Management Corporation’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 		$18.6K Hold
13
– – 0.01% 314
2024
Q2 		$16.6K Hold
13
– – 0.01% 321
2024
Q1 		$16K Hold
13
– – 0.01% 337
2023
Q4 		$13.2K Buy
+13
New +$12K 0.01% 383

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 $204B AUM 27.99% 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

Planning Capital Management Corporation's TDG Position: Q3 2024 in Review

Planning Capital Management Corporation held its TransDigm Group (TDG) position steady in Q3 2024 at 13 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #314.

Planning Capital Management Corporation first reported a position in TDG in Q4 2023 and has held it in 4 quarters since. 1,026 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

  • Planning Capital Management Corporation held 13 shares of TransDigm Group worth $18.6K as of Q3 2024.
  • Planning Capital Management Corporation left its TransDigm Group share count unchanged in Q3 2024.
  • TransDigm Group made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #314 holding.
  • Planning Capital Management Corporation first reported a position in TransDigm Group in Q4 2023 and has held it in 4 quarters since.
  • 1,026 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.