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Alan B. Lancz & Associates’s Telephone and Data Systems TDS Stock Holding History

Alan B. Lancz & Associates’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,930
Closed -$90K – 138
2023
Q2 		$90K Buy
+10,930
New +$92.7K 0.1% 133
2023
Q1 		– Sell
-11,147
Closed -$127K – 184
2022
Q4 		$127K Sell
11,147
-109
-1% -$1.35K 0.13% 186
2022
Q3 		$156K Hold
11,256
– – 0.19% 134
2022
Q2 		$178K Sell
11,256
-1,534
-12% -$27.4K 0.18% 141
2022
Q1 		$241K Hold
12,790
– – 0.21% 126
2021
Q4 		$258K Buy
+12,790
New +$250K 0.23% 122

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alan B. Lancz & Associates's TDS Position: Q3 2023 in Review

Alan B. Lancz & Associates sold out of Telephone and Data Systems (TDS) in Q3 2023, closing a stake of 10,930 shares — an estimated $90K sold.

Alan B. Lancz & Associates first reported a position in TDS in Q4 2021 and held it in 6 quarters. The position peaked at $258K in Q4 2021. 258 funds tracked by Wall St. Rank hold TDS as of Q3 2023.

  • Alan B. Lancz & Associates reported no remaining Telephone and Data Systems position as of Q3 2023 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 10,930 Telephone and Data Systems shares in Q3 2023, an estimated $90K.
  • Alan B. Lancz & Associates first reported a position in Telephone and Data Systems in Q4 2021 and held it in 6 quarters.
  • Alan B. Lancz & Associates's Telephone and Data Systems position peaked at $258K in Q4 2021.
  • 258 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.