Simplicity Solutions’s TransDigm Group TDG Stock Holding History

Simplicity Solutions’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 Q4	$1.41M	Buy	1,393 +91	+7%	+$84K	0.04%	367
2023 Q3	$1.1M	Sell	1,302 -103	-7%	-$90.4K	0.04%	393
2023 Q2	$1.26M	Buy	1,405 +175	+14%	+$138K	0.03%	407
2023 Q1	$907K	Buy	1,230 +501	+69%	+$358K	0.02%	517
2022 Q4	$459K	Buy	729 +134	+23%	+$79K	0.06%	365
2022 Q3	$312K	Buy	595 +138	+30%	+$82.3K	0.05%	445
2022 Q2	$245K	Sell	457 -48	-10%	-$28.3K	0.03%	497
2022 Q1	$329K	Sell	505 -281	-36%	-$181K	0.04%	418
2021 Q4	$500K	Buy	786 +313	+66%	+$196K	0.06%	393
2021 Q3	$295K	Buy	473 +88	+23%	+$55K	0.05%	446
2021 Q2	$249K	Buy	+385	New	+$242K	0.05%	444

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Simplicity Solutions's TDG Position: Q4 2023 in Review

Simplicity Solutions increased its TransDigm Group (TDG) stake by 7% in Q4 2023, buying an estimated $84K and bringing the position to 1,393 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #367.

Simplicity Solutions first reported a position in TDG in Q2 2021 and has held it in 11 quarters since. 861 funds tracked by Wall St. Rank hold TDG as of Q4 2023.

Simplicity Solutions held 1,393 shares of TransDigm Group worth $1.41M as of Q4 2023.
Simplicity Solutions bought 91 TransDigm Group shares in Q4 2023, an estimated $84K.
TransDigm Group made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #367 holding.
Simplicity Solutions first reported a position in TransDigm Group in Q2 2021 and has held it in 11 quarters since.
861 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.