TWM
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Tradition Wealth Management’s TransDigm Group TDG Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-7
Closed -$7K – 1097
2023
Q4 		$7K Hold
7
– – ﹤0.01% 1085
2023
Q3 		$6K Hold
7
– – ﹤0.01% 1143
2023
Q2 		$6K Hold
7
– – ﹤0.01% 1174
2023
Q1 		$5K Buy
7
+3
+75% +$2.14K ﹤0.01% 1161
2022
Q4 		$3K Buy
+4
New +$2.36K ﹤0.01% 1133
2021
Q1 		– Sell
-3
Closed -$2K – 1009
2020
Q4 		$2K Buy
+3
New +$1.65K ﹤0.01% 954

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tradition Wealth Management's TDG Position: Q1 2024 in Review

Tradition Wealth Management sold out of TransDigm Group (TDG) in Q1 2024, closing a stake of 7 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in TDG in Q4 2020 and held it in 6 quarters. The position peaked at $7K in Q4 2023. 935 funds tracked by Wall St. Rank hold TDG as of Q1 2024.

  • Tradition Wealth Management reported no remaining TransDigm Group position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 7 TransDigm Group shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in TransDigm Group in Q4 2020 and held it in 6 quarters.
  • Tradition Wealth Management's TransDigm Group position peaked at $7K in Q4 2023.
  • 935 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.