Walled Lake Planning & Wealth Management’s TransDigm Group TDG Stock Holding History

Walled Lake Planning & 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
2020 Q4	–	Sell	-13	Closed	-$6K	–	352
2020 Q3	$6K	Hold	13	–	–	﹤0.01%	244
2020 Q2	$6K	Hold	13	–	–	0.01%	236
2020 Q1	$4K	Hold	13	–	–	﹤0.01%	250
2019 Q4	$7K	Buy	+13	New	+$7.12K	0.01%	222

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

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's TDG Position: Q4 2020 in Review

Walled Lake Planning & Wealth Management sold out of TransDigm Group (TDG) in Q4 2020, closing a stake of 13 shares — an estimated $6K sold.

Walled Lake Planning & Wealth Management first reported a position in TDG in Q4 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 609 funds tracked by Wall St. Rank hold TDG as of Q4 2020.

Walled Lake Planning & Wealth Management reported no remaining TransDigm Group position as of Q4 2020 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 13 TransDigm Group shares in Q4 2020, an estimated $6K.
Walled Lake Planning & Wealth Management first reported a position in TransDigm Group in Q4 2019 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's TransDigm Group position peaked at $7K in Q4 2019.
609 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2020, filed 19 Feb 2021.