Tiptree Advisors’s TransDigm Group TDG Stock Holding History

Tiptree 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
2025 Q1	–	Sell	-200	Closed	-$253K	–	25
2024 Q4	$253K	Buy	+200	New	+$264K	0.26%	19

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiptree Advisors's TDG Position: Q1 2025 in Review

Tiptree Advisors sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 200 shares — an estimated $253K sold.

Tiptree Advisors first reported a position in TDG in Q4 2024 and held it in 1 quarter. The position peaked at $253K in Q4 2024. 1,087 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

Tiptree Advisors reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
Tiptree Advisors sold 200 TransDigm Group shares in Q1 2025, an estimated $253K.
Tiptree Advisors first reported a position in TransDigm Group in Q4 2024 and held it in 1 quarter.
Tiptree Advisors's TransDigm Group position peaked at $253K in Q4 2024.
1,087 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Tiptree Advisors's 13F filing for Q1 2025, filed 15 May 2025.