Sutton Wealth Advisors’s TransDigm Group TDG Stock Holding History

Sutton Wealth Advisors’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	$11K	Buy	13 +3	+30%	+$2.63K	0.01%	453
2023 Q2	$8.94K	Hold	10	–	–	﹤0.01%	478
2023 Q1	$7.37K	Sell	10 -446	-98%	-$319K	﹤0.01%	475
2022 Q4	$287K	Sell	456 -3	-0.7%	-$1.77K	0.11%	139
2022 Q3	$241K	Buy	459 +2	+0.4%	+$1.19K	0.1%	149
2022 Q2	$245K	Sell	457 -5	-1%	-$2.95K	0.1%	144
2022 Q1	$301K	Buy	462 +2	+0.4%	+$1.28K	0.1%	136
2021 Q4	$293K	Buy	460 +2	+0.4%	+$1.25K	0.1%	139
2021 Q3	$286K	Buy	458 +1	+0.2%	+$625	0.11%	133
2021 Q2	$296K	Hold	457	–	–	0.11%	131
2021 Q1	$269K	Buy	457 +2	+0.4%	+$1.18K	0.11%	137
2020 Q4	$282K	Hold	455	–	–	0.12%	126
2020 Q3	$216K	Buy	455 +3	+0.7%	+$1.41K	0.1%	136
2020 Q2	$200K	Sell	452 -3	-0.7%	-$1.14K	0.1%	139
2020 Q1	$146K	Buy	455 +3	+0.7%	+$1.63K	0.09%	154
2019 Q4	$253K	Hold	452	–	–	0.13%	126
2019 Q3	$235K	Hold	452	–	–	0.13%	127
2019 Q2	$219K	Hold	452	–	–	0.13%	130
2019 Q1	$205K	Hold	452	–	–	0.12%	137
2018 Q4	$154K	Hold	452	–	–	0.1%	152
2018 Q3	$168K	Hold	452	–	–	0.11%	145
2018 Q2	$156K	Hold	452	–	–	0.11%	150
2018 Q1	$139K	Hold	452	–	–	0.1%	164
2017 Q4	$124K	Hold	452	–	–	0.09%	177
2017 Q3	$116K	Hold	452	–	–	0.09%	181
2017 Q2	$122K	Buy	452 +7	+2%	+$1.78K	0.1%	176
2017 Q1	$98K	Hold	445	–	–	0.08%	187
2016 Q4	$111K	Hold	445	–	–	0.1%	174
2016 Q3	$129K	Hold	445	–	–	0.12%	151
2016 Q2	$117K	Hold	445	–	–	0.11%	160
2016 Q1	$98.1K	Buy	+445	New	+$97.2K	0.09%	176

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

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

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

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

Sutton Wealth Advisors's TDG Position: Q3 2023 in Review

Sutton Wealth Advisors increased its TransDigm Group (TDG) stake by 30% in Q3 2023, buying an estimated $2.63K and bringing the position to 13 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #453.

Sutton Wealth Advisors first reported a position in TDG in Q1 2016 and has held it in 31 quarters since. The position peaked at $301K in Q1 2022. 766 funds tracked by Wall St. Rank hold TDG as of Q3 2023.

Sutton Wealth Advisors held 13 shares of TransDigm Group worth $11K as of Q3 2023.
Sutton Wealth Advisors bought 3 TransDigm Group shares in Q3 2023, an estimated $2.63K.
TransDigm Group made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #453 holding.
Sutton Wealth Advisors first reported a position in TransDigm Group in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's TransDigm Group position peaked at $301K in Q1 2022.
766 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.