The Family Firm’s TransDigm Group TDG Stock Holding History

The Family Firm’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 Q3	–	Sell	-12	Closed	-$15.3K	–	769
2024 Q2	$15.3K	Buy	+12	New	+$15.4K	﹤0.01%	612

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

The Family Firm's TDG Position: Q3 2024 in Review

The Family Firm sold out of TransDigm Group (TDG) in Q3 2024, closing a stake of 12 shares — an estimated $15.3K sold.

The Family Firm first reported a position in TDG in Q2 2024 and held it in 1 quarter. The position peaked at $15.3K in Q2 2024. 1,026 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

The Family Firm reported no remaining TransDigm Group position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 12 TransDigm Group shares in Q3 2024, an estimated $15.3K.
The Family Firm first reported a position in TransDigm Group in Q2 2024 and held it in 1 quarter.
The Family Firm's TransDigm Group position peaked at $15.3K in Q2 2024.
1,026 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.