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Wealthspire Advisors (Maryland)’s TransDigm Group TDG Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-892
Closed -$394K – 543
2020
Q2 		$394K Sell
892
-48
-5% -$18.2K 0.03% 296
2020
Q1 		$301K Buy
940
+118
+14% +$64.3K 0.03% 300
2019
Q4 		$460K Buy
+822
New +$450K 0.03% 294
2019
Q2 		– Sell
-124
Closed -$56K – 1851
2019
Q1 		$56K Sell
124
-20
-14% -$8.12K ﹤0.01% 858
2018
Q4 		$49K Buy
144
+72
+100% +$24.7K ﹤0.01% 871
2018
Q3 		$27K Sell
72
-2
-3% -$720 ﹤0.01% 1188
2018
Q2 		$26K Buy
74
+26
+54% +$8.54K ﹤0.01% 1219
2018
Q1 		$15K Sell
48
-20
-29% -$5.89K ﹤0.01% 1412
2017
Q4 		$19K Buy
68
+25
+58% +$6.79K ﹤0.01% 1353
2017
Q3 		$11K Buy
43
+19
+79% +$5.14K ﹤0.01% 1549
2017
Q2 		$6K Buy
24
+18
+300% +$4.57K ﹤0.01% 1724
2017
Q1 		$1K Buy
6
+5
+500% +$1.19K ﹤0.01% 1841
2016
Q4 		$0 Sell
1
-3
-75% -$788 ﹤0.01% 1835
2016
Q3 		$1K Buy
4
+3
+300% +$842 ﹤0.01% 1659
2016
Q2 		$0 Hold
1
– – ﹤0.01% 1800
2016
Q1 		$0 Hold
1
– – ﹤0.01% 1835
2015
Q4 		$0 Buy
+1
New +$225 ﹤0.01% 1768

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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
AP
Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TDG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of TransDigm Group (TDG) in Q3 2020, closing a stake of 892 shares — an estimated $394K sold.

Wealthspire Advisors (Maryland) first reported a position in TDG in Q4 2015 and held it in 17 quarters. The position peaked at $460K in Q4 2019. 554 funds tracked by Wall St. Rank hold TDG as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining TransDigm Group position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 892 TransDigm Group shares in Q3 2020, an estimated $394K.
  • Wealthspire Advisors (Maryland) first reported a position in TransDigm Group in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s TransDigm Group position peaked at $460K in Q4 2019.
  • 554 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.