Private Wealth Partners’s TransDigm Group TDG Stock Holding History

Private Wealth Partners’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
2020 Q2	–	Sell	-1,645	Closed	-$527K	–	129
2020 Q1	$527K	Hold	1,645	–	–	0.09%	80
2019 Q4	$921K	Buy	+1,645	New	+$900K	0.13%	77
2019 Q3	–	Sell	-1,645	Closed	-$796K	–	135
2019 Q2	$796K	Buy	1,645 +51	+3%	+$23.9K	0.12%	73
2019 Q1	$724K	Buy	+1,594	New	+$647K	0.12%	71

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Private Wealth Partners's TDG Position: Q2 2020 in Review

Private Wealth Partners sold out of TransDigm Group (TDG) in Q2 2020, closing a stake of 1,645 shares — an estimated $527K sold.

Private Wealth Partners first reported a position in TDG in Q1 2019 and held it in 4 quarters. The position peaked at $921K in Q4 2019. 532 funds tracked by Wall St. Rank hold TDG as of Q2 2020.

Private Wealth Partners reported no remaining TransDigm Group position as of Q2 2020 after selling out during the quarter.
Private Wealth Partners sold 1,645 TransDigm Group shares in Q2 2020, an estimated $527K.
Private Wealth Partners first reported a position in TransDigm Group in Q1 2019 and held it in 4 quarters.
Private Wealth Partners's TransDigm Group position peaked at $921K in Q4 2019.
532 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2020.

Based on Private Wealth Partners's 13F filing for Q2 2020, filed 31 Jul 2020.