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Plante Moran Financial Advisors’s TransDigm Group TDG Stock Holding History

Plante Moran Financial Advisors’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
2023
Q1 		– Sell
-1
Closed -$630 – 900
2022
Q4 		$630 Buy
+1
New +$589 ﹤0.01% 782
2022
Q1 		– Sell
-11
Closed -$7K – 1000
2021
Q4 		$7K Buy
11
+8
+267% +$5.01K ﹤0.01% 762
2021
Q3 		$2K Hold
3
– – ﹤0.01% 877
2021
Q2 		$2K Hold
3
– – ﹤0.01% 888
2021
Q1 		$2K Buy
+3
New +$1.77K ﹤0.01% 928
2020
Q4 		– Sell
-58
Closed -$28K – 985
2020
Q3 		$28K Buy
+58
New +$27.3K 0.01% 429
2020
Q1 		– Sell
-7
Closed -$4K – 834
2019
Q4 		$4K Hold
7
– – ﹤0.01% 642
2019
Q3 		$4K Hold
7
– – ﹤0.01% 721
2019
Q2 		$3K Buy
7
+3
+75% +$1.4K ﹤0.01% 705
2019
Q1 		$2K Hold
4
– – ﹤0.01% 724
2018
Q4 		$1K Hold
4
– – ﹤0.01% 837
2018
Q3 		$1K Hold
4
– – ﹤0.01% 736
2018
Q2 		$1K Sell
4
-3
-43% -$986 ﹤0.01% 782
2018
Q1 		$2K Sell
7
-2
-22% -$589 ﹤0.01% 867
2017
Q4 		$2K Hold
9
– – ﹤0.01% 801
2017
Q3 		$2K Buy
9
+4
+80% +$1.08K ﹤0.01% 735
2017
Q2 		$1K Buy
5
+2
+67% +$508 ﹤0.01% 802
2017
Q1 		$1K Sell
3
-10
-77% -$2.39K ﹤0.01% 840
2016
Q4 		$3K Sell
13
-3
-19% -$788 ﹤0.01% 814
2016
Q3 		$5K Hold
16
– – ﹤0.01% 710
2016
Q2 		$4K Buy
16
+1
+7% +$244 ﹤0.01% 689
2016
Q1 		$3K Buy
+15
New +$3.27K ﹤0.01% 673
2014
Q1 		– Sell
-4
Closed -$1K – 691
2013
Q4 		$1K Hold
4
– – ﹤0.01% 665
2013
Q3 		$1K Buy
+4
New +$569 ﹤0.01% 608

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.24B AUM 4.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Plante Moran Financial Advisors's TDG Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of TransDigm Group (TDG) in Q1 2023, closing a stake of 1 share — an estimated $630 sold.

Plante Moran Financial Advisors first reported a position in TDG in Q3 2013 and held it in 24 quarters. The position peaked at $28K in Q3 2020. 718 funds tracked by Wall St. Rank hold TDG as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining TransDigm Group position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1 TransDigm Group share in Q1 2023, an estimated $630.
  • Plante Moran Financial Advisors first reported a position in TransDigm Group in Q3 2013 and held it in 24 quarters.
  • Plante Moran Financial Advisors's TransDigm Group position peaked at $28K in Q3 2020.
  • 718 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.