RIA
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Regal Investment Advisors’s TransDigm Group TDG Stock Holding History

Regal Investment 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
-574
Closed -$361K – 556
2022
Q4 		$361K Sell
574
-5
-0.9% -$2.95K 0.04% 342
2022
Q3 		$304K Buy
579
+6
+1% +$3.58K 0.03% 365
2022
Q2 		$307K Sell
573
-3
-0.5% -$1.77K 0.03% 370
2022
Q1 		$375K Sell
576
-938
-62% -$603K 0.03% 359
2021
Q4 		$963K Sell
1,514
-290
-16% -$182K 0.09% 249
2021
Q3 		$1.13M Sell
1,804
-69
-4% -$43.1K 0.11% 204
2021
Q2 		$1.21M Buy
+1,873
New +$1.17M 0.12% 176
2021
Q1 		– Sell
-1,103
Closed -$682K – 382
2020
Q4 		$682K Buy
+1,103
New +$607K 0.08% 233
2020
Q3 		– Sell
-482
Closed -$213K – 255
2020
Q2 		$213K Buy
+482
New +$182K 0.04% 301

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 $5.7T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return