Win Advisors’s TransDigm Group TDG Stock Holding History

Win Advisors’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	-425	Closed	-$543K	–	84
2024 Q2	$543K	Buy	+425	New	+$545K	0.24%	39
2023 Q1	–	Sell	-71	Closed	-$44.7K	–	136
2022 Q4	$44.7K	Buy	+71	New	+$41.8K	0.02%	42

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Win Advisors's TDG Position: Q3 2024 in Review

Win Advisors sold out of TransDigm Group (TDG) in Q3 2024, closing a stake of 425 shares — an estimated $543K sold.

Win Advisors first reported a position in TDG in Q4 2022 and held it in 2 quarters. The position peaked at $543K in Q2 2024. 1,026 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

Win Advisors reported no remaining TransDigm Group position as of Q3 2024 after selling out during the quarter.
Win Advisors sold 425 TransDigm Group shares in Q3 2024, an estimated $543K.
Win Advisors first reported a position in TransDigm Group in Q4 2022 and held it in 2 quarters.
Win Advisors's TransDigm Group position peaked at $543K in Q2 2024.
1,026 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on Win Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.