Cedar Brook Financial Partners, LLC TDG TRANSDIGM GROUP INC

Ownership history in Cedar Brook Financial Partners, LLC  ·  13 quarters on record

AI Ownership Summary

Cedar Brook Financial Partners, LLC reported TRANSDIGM GROUP INC (TDG) in 13 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 1.77% in 2024 Q2. The latest visible filing shows TDG at 1.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cedar Brook Financial Partners, LLC's position in TRANSDIGM GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

TDG was reported at 1.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cedar Brook Financial Partners, LLC held TDG — position size vs. price
% of Fund (quarterly)    TDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 REDUCED 69.8% +11.7% 184 -425 -69.8% 1.77% $235K 2024-07-15 $1100.62
2024 Q1 ADDED 609 +5 +0.8% 0.15% $750K 2024-04-17 $1086.23
2023 Q4 ADDED 604 +17 +2.9% 0.14% $616K 2024-01-12 $915.31
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cedar Brook Financial Partners, LLC and TDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cedar Brook Financial Partners, LLC reported owning TDG?

Cedar Brook Financial Partners, LLC reported TDG across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported TDG position in Cedar Brook Financial Partners, LLC's portfolio?

The largest reported portfolio weight for TDG was 1.77% in 2024 Q2.

What is the latest reported TDG position on this page?

The most recent filing on this page is 2024 Q2, when Cedar Brook Financial Partners, LLC reported 184 shares, equal to 1.77% of portfolio, with an estimated market value of $235K.

What does the chart on this TDG ownership page compare?

The chart compares Cedar Brook Financial Partners, LLC's quarterly TDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cedar Brook Financial Partners, LLC time their TDG position?

Based on 13F filing dates vs. subsequent TDG price moves, Cedar Brook Financial Partners, LLC correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on TDG relative to SPY over the holding period was +19.3%.

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