WMWM
TDG icon

Whitaker-Myers Wealth Managers’s TransDigm Group TDG Stock Holding History

Whitaker-Myers Wealth Managers’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
Q4 		– Sell
-283
Closed -$404K – 138
2024
Q3 		$404K Buy
283
+60
+27% +$78K 0.13% 68
2024
Q2 		$285K Buy
223
+40
+22% +$51.3K 0.11% 81
2024
Q1 		$225K Buy
+183
New +$206K 0.1% 87

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 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitaker-Myers Wealth Managers's TDG Position: Q4 2024 in Review

Whitaker-Myers Wealth Managers sold out of TransDigm Group (TDG) in Q4 2024, closing a stake of 283 shares — an estimated $404K sold.

Whitaker-Myers Wealth Managers first reported a position in TDG in Q1 2024 and held it in 3 quarters. The position peaked at $404K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TDG as of Q4 2024.

  • Whitaker-Myers Wealth Managers reported no remaining TransDigm Group position as of Q4 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 283 TransDigm Group shares in Q4 2024, an estimated $404K.
  • Whitaker-Myers Wealth Managers first reported a position in TransDigm Group in Q1 2024 and held it in 3 quarters.
  • Whitaker-Myers Wealth Managers's TransDigm Group position peaked at $404K in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2024, filed 15 Jan 2025.