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	Sell	6 -1	-14%	-$239	﹤0.01%	542
2016 Q4	$27	Buy	+7	New	+$1.84K	﹤0.01%	493

Other funds holding TDG

Capital International Investors

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 $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

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

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return

Fidelity Investments

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