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Sun Life Financial’s TransDigm Group TDG Stock Holding History

Sun Life 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
2021
Q2 		– Sell
-32
Closed -$19K – 436
2021
Q1 		$19K Hold
32
– – ﹤0.01% 281
2020
Q4 		$20K Hold
32
– – ﹤0.01% 256
2020
Q3 		$15K Buy
32
+3
+10% +$1.41K ﹤0.01% 287
2020
Q2 		$13K Buy
29
+1
+4% +$378 ﹤0.01% 264
2020
Q1 		$9K Sell
28
-1
-3% -$545 ﹤0.01% 288
2019
Q4 		$16K Sell
29
-11
-28% -$6.02K ﹤0.01% 246
2019
Q3 		$21K Buy
40
+1
+3% +$513 0.01% 392
2019
Q2 		$19K Sell
39
-44
-53% -$20.6K ﹤0.01% 402
2019
Q1 		$38K Sell
83
-50
-38% -$20.3K 0.01% 390
2018
Q4 		$45K Hold
133
– – 0.01% 404
2018
Q3 		$50K Buy
133
+1
+0.8% +$360 0.01% 438
2018
Q2 		$46K Buy
132
+64
+94% +$21K 0.01% 444
2018
Q1 		$222 Sell
68
-38
-36% -$11.2K ﹤0.01% 476
2017
Q4 		$29K Sell
106
-252
-70% -$68.5K ﹤0.01% 368
2017
Q3 		$92K Hold
358
– – 0.01% 356
2017
Q2 		$96K Buy
358
+352
+5,867% +$89.3K 0.01% 346
2017
Q1 		$27 Buy
+6
New +$1.43K ﹤0.01% 542

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.24B AUM 4.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sun Life Financial's TDG Position: Q2 2021 in Review

Sun Life Financial sold out of TransDigm Group (TDG) in Q2 2021, closing a stake of 32 shares — an estimated $19K sold.

Sun Life Financial first reported a position in TDG in Q1 2017 and held it in 17 quarters. The position peaked at $96K in Q2 2017. 612 funds tracked by Wall St. Rank hold TDG as of Q2 2021.

  • Sun Life Financial reported no remaining TransDigm Group position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 32 TransDigm Group shares in Q2 2021, an estimated $19K.
  • Sun Life Financial first reported a position in TransDigm Group in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's TransDigm Group position peaked at $96K in Q2 2017.
  • 612 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.