William E. Oberndorf’s TransDigm Group TDG Stock Holding History

William E. Oberndorf’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 Q3	–	Sell	-2,040	Closed	-$2.61M	–	9
2024 Q2	$2.61M	Sell	2,040 -1,933	-49%	-$2.48M	4.57%	7
2024 Q1	$4.89M	Sell	3,973 -2,458	-38%	-$2.77M	7.98%	6
2023 Q4	$6.51M	Sell	6,431 -3,078	-32%	-$2.84M	10.6%	3
2023 Q3	$8.02M	Hold	9,509	–	–	14.67%	4
2023 Q2	$8.5M	Buy	9,509 +911	+11%	+$721K	13.48%	4
2023 Q1	$6.34M	Hold	8,598	–	–	12.81%	5
2022 Q4	$5.41M	Sell	8,598 -4,775	-36%	-$2.81M	12.74%	4
2022 Q3	$7.02M	Hold	13,373	–	–	15.11%	4
2022 Q2	$7.18M	Hold	13,373	–	–	16.08%	3
2022 Q1	$8.71M	Hold	13,373	–	–	13.29%	5
2021 Q4	$8.51M	Hold	13,373	–	–	9.98%	5
2021 Q3	$8.35M	Hold	13,373	–	–	6.52%	5
2021 Q2	$8.66M	Hold	13,373	–	–	5.95%	6
2021 Q1	$7.86M	Hold	13,373	–	–	6.31%	5
2020 Q4	$8.28M	Hold	13,373	–	–	3.71%	5
2020 Q3	$6.35M	Buy	+13,373	New	+$6.29M	3.5%	5

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William E. Oberndorf's TDG Position: Q3 2024 in Review

William E. Oberndorf sold out of TransDigm Group (TDG) in Q3 2024, closing a stake of 2,040 shares — an estimated $2.61M sold.

William E. Oberndorf first reported a position in TDG in Q3 2020 and held it in 16 quarters. The position peaked at $8.71M in Q1 2022. 1,026 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

William E. Oberndorf reported no remaining TransDigm Group position as of Q3 2024 after selling out during the quarter.
William E. Oberndorf sold 2,040 TransDigm Group shares in Q3 2024, an estimated $2.61M.
William E. Oberndorf first reported a position in TransDigm Group in Q3 2020 and held it in 16 quarters.
William E. Oberndorf's TransDigm Group position peaked at $8.71M in Q1 2022.
1,026 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on William E. Oberndorf's 13F filing for Q3 2024, filed 13 Nov 2024.