Safeguard Financial’s TransDigm Group TDG Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-1	Closed	-$1K	–	496
2023 Q2	$1K	Buy	+1	New	+$791	﹤0.01%	581

Other funds holding TDG

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Safeguard Financial's TDG Position: Q3 2023 in Review

Safeguard Financial sold out of TransDigm Group (TDG) in Q3 2023, closing a stake of 1 share — an estimated $1K sold.

Safeguard Financial first reported a position in TDG in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 765 funds tracked by Wall St. Rank hold TDG as of Q3 2023.

Safeguard Financial reported no remaining TransDigm Group position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 1 TransDigm Group share in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in TransDigm Group in Q2 2023 and held it in 1 quarter.
Safeguard Financial's TransDigm Group position peaked at $1K in Q2 2023.
765 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.