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Reilly Financial Advisors’s TransDigm Group TDG Stock Holding History

Reilly 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
2021
Q2 		– Sell
-10
Closed -$6K – 1073
2021
Q1 		$6K Buy
+10
New +$5.89K ﹤0.01% 774

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reilly Financial Advisors's TDG Position: Q2 2021 in Review

Reilly Financial Advisors sold out of TransDigm Group (TDG) in Q2 2021, closing a stake of 10 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in TDG in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 611 funds tracked by Wall St. Rank hold TDG as of Q2 2021.

  • Reilly Financial Advisors reported no remaining TransDigm Group position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 10 TransDigm Group shares in Q2 2021, an estimated $6K.
  • Reilly Financial Advisors first reported a position in TransDigm Group in Q1 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's TransDigm Group position peaked at $6K in Q1 2021.
  • 611 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.