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Summit Global Investments’s TransDigm Group TDG Stock Holding History

Summit Global Investments’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
2024
Q4 		– Sell
-870
Closed -$1.24M – 633
2024
Q3 		$1.24M Buy
+870
New +$1.13M 0.08% 207

Other funds holding TDG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Global Investments's TDG Position: Q4 2024 in Review

Summit Global Investments sold out of TransDigm Group (TDG) in Q4 2024, closing a stake of 870 shares — an estimated $1.24M sold.

Summit Global Investments first reported a position in TDG in Q3 2024 and held it in 1 quarter. The position peaked at $1.24M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TDG as of Q4 2024.

  • Summit Global Investments reported no remaining TransDigm Group position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 870 TransDigm Group shares in Q4 2024, an estimated $1.24M.
  • Summit Global Investments first reported a position in TransDigm Group in Q3 2024 and held it in 1 quarter.
  • Summit Global Investments's TransDigm Group position peaked at $1.24M in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.