Truvvo Partners’s TransDigm Group TDG Stock Holding History

Truvvo Partners’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
2018 Q1	–	Sell	-1,473	Closed	-$405K	–	117
2017 Q4	$405K	Hold	1,473	–	–	0.14%	107
2017 Q3	$377K	Hold	1,473	–	–	0.13%	108
2017 Q2	$390K	Sell	1,473 -1,520	-51%	-$386K	0.14%	105
2017 Q1	$659K	Buy	2,993 +220	+8%	+$52.5K	0.3%	72
2016 Q4	$690K	Hold	2,773	–	–	0.24%	73
2016 Q3	$802K	Hold	2,773	–	–	0.36%	59
2016 Q2	$731K	Hold	2,773	–	–	0.38%	62
2016 Q1	$611K	Hold	2,773	–	–	0.28%	77
2015 Q4	$633K	Buy	+2,773	New	+$624K	0.33%	65

Other funds holding TDG

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

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

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

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

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

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

Truvvo Partners's TDG Position: Q1 2018 in Review

Truvvo Partners sold out of TransDigm Group (TDG) in Q1 2018, closing a stake of 1,473 shares — an estimated $405K sold.

Truvvo Partners first reported a position in TDG in Q4 2015 and held it in 9 quarters. The position peaked at $802K in Q3 2016. 456 funds tracked by Wall St. Rank hold TDG as of Q1 2018.

Truvvo Partners reported no remaining TransDigm Group position as of Q1 2018 after selling out during the quarter.
Truvvo Partners sold 1,473 TransDigm Group shares in Q1 2018, an estimated $405K.
Truvvo Partners first reported a position in TransDigm Group in Q4 2015 and held it in 9 quarters.
Truvvo Partners's TransDigm Group position peaked at $802K in Q3 2016.
456 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2018.

Based on Truvvo Partners's 13F filing for Q1 2018, filed 15 May 2018.