Schechter Investment Advisors’s TransDigm Group TDG Stock Holding History

Schechter 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
2025 Q1	$714K	Buy	516 +73	+16%	+$97.3K	0.06%	287
2024 Q4	$561K	Buy	443 +93	+27%	+$123K	0.04%	363
2024 Q3	$499K	Buy	350 +21	+6%	+$27.3K	0.04%	395
2024 Q2	$420K	Sell	329 -1	-0.3%	-$1.28K	0.03%	412
2024 Q1	$406K	Buy	330 +5	+2%	+$5.63K	0.03%	429
2023 Q4	$329K	Sell	325 -5	-2%	-$4.61K	0.03%	445
2023 Q3	$278K	Buy	330 +67	+25%	+$58.8K	0.03%	468
2023 Q2	$235K	Buy	+263	New	+$208K	0.02%	549

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schechter Investment Advisors's TDG Position: Q1 2025 in Review

Schechter Investment Advisors increased its TransDigm Group (TDG) stake by 16% in Q1 2025, buying an estimated $97.3K and bringing the position to 516 shares worth $714K. The position accounts for 0.06% of the portfolio, ranked #287.

Schechter Investment Advisors first reported a position in TDG in Q2 2023 and has held it in 8 quarters since. 1,086 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

Schechter Investment Advisors held 516 shares of TransDigm Group worth $714K as of Q1 2025.
Schechter Investment Advisors bought 73 TransDigm Group shares in Q1 2025, an estimated $97.3K.
TransDigm Group made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #287 holding.
Schechter Investment Advisors first reported a position in TransDigm Group in Q2 2023 and has held it in 8 quarters since.
1,086 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.