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Steward Financial Group’s TransDigm Group TDG Stock Holding History

Steward Financial Group’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 		$7K Sell
9
-3
-25% -$2.63K ﹤0.01% 514
2023
Q2 		$10K Buy
+12
New +$9.49K ﹤0.01% 386

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

Steward Financial Group's TDG Position: Q3 2023 in Review

Steward Financial Group reduced its TransDigm Group (TDG) stake by 25% in Q3 2023, selling an estimated $2.63K and leaving 9 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Steward Financial Group first reported a position in TDG in Q2 2023 and has held it in 2 quarters since. The position peaked at $10K in Q2 2023. 765 funds tracked by Wall St. Rank hold TDG as of Q3 2023.

  • Steward Financial Group held 9 shares of TransDigm Group worth $7K as of Q3 2023.
  • Steward Financial Group sold 3 TransDigm Group shares in Q3 2023, an estimated $2.63K.
  • TransDigm Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #514 holding.
  • Steward Financial Group first reported a position in TransDigm Group in Q2 2023 and has held it in 2 quarters since.
  • Steward Financial Group's TransDigm Group position peaked at $10K in Q2 2023.
  • 765 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.