SFG
TDG icon

Synergy Financial Group’s TransDigm Group TDG Stock Holding History

Synergy 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
2022
Q4 		– Sell
-698
Closed -$367K – 84
2022
Q3 		$367K Buy
698
+92
+15% +$54.9K 0.55% 51
2022
Q2 		$325K Hold
606
– – 0.51% 59
2022
Q1 		$395K Hold
606
– – 0.41% 61
2021
Q4 		$386K Buy
+606
New +$379K 0.35% 68

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
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.24B AUM 4.82% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Synergy Financial Group's TDG Position: Q4 2022 in Review

Synergy Financial Group sold out of TransDigm Group (TDG) in Q4 2022, closing a stake of 698 shares — an estimated $367K sold.

Synergy Financial Group first reported a position in TDG in Q4 2021 and held it in 4 quarters. The position peaked at $395K in Q1 2022. 702 funds tracked by Wall St. Rank hold TDG as of Q4 2022.

  • Synergy Financial Group reported no remaining TransDigm Group position as of Q4 2022 after selling out during the quarter.
  • Synergy Financial Group sold 698 TransDigm Group shares in Q4 2022, an estimated $367K.
  • Synergy Financial Group first reported a position in TransDigm Group in Q4 2021 and held it in 4 quarters.
  • Synergy Financial Group's TransDigm Group position peaked at $395K in Q1 2022.
  • 702 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2022.

Based on Synergy Financial Group's 13F filing for Q4 2022, filed 3 Feb 2023.