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TrueWealth LLC’s TransDigm Group TDG Stock Holding History

TrueWealth LLC’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
2020
Q1 		– Sell
-336
Closed -$188K – 793
2019
Q4 		$188K Buy
336
+99
+42% +$54.2K 0.08% 146
2019
Q3 		$123K Buy
237
+104
+78% +$53.3K 0.05% 179
2019
Q2 		$64K Hold
133
– – 0.03% 239
2019
Q1 		$60K Hold
133
– – 0.03% 249
2018
Q4 		$45K Hold
133
– – 0.02% 267
2018
Q3 		$50K Hold
133
– – 0.02% 269
2018
Q2 		$46K Hold
133
– – 0.02% 273
2018
Q1 		$41K Sell
133
-95
-42% -$28K 0.02% 279
2017
Q4 		$63K Buy
+228
New +$61.9K 0.03% 262

Other funds holding TDG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

TrueWealth LLC's TDG Position: Q1 2020 in Review

TrueWealth LLC sold out of TransDigm Group (TDG) in Q1 2020, closing a stake of 336 shares — an estimated $188K sold.

TrueWealth LLC first reported a position in TDG in Q4 2017 and held it in 9 quarters. The position peaked at $188K in Q4 2019. 521 funds tracked by Wall St. Rank hold TDG as of Q1 2020.

  • TrueWealth LLC reported no remaining TransDigm Group position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 336 TransDigm Group shares in Q1 2020, an estimated $188K.
  • TrueWealth LLC first reported a position in TransDigm Group in Q4 2017 and held it in 9 quarters.
  • TrueWealth LLC's TransDigm Group position peaked at $188K in Q4 2019.
  • 521 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.