Albion Financial Group’s Teradyne TER Stock Holding History

Albion Financial Group’s Portfolio TER Stock Details TER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-40	Closed	-$5.04K	–	685
2024 Q4	$5.04K	Hold	40	–	–	﹤0.01%	462
2024 Q3	$5.36K	Sell	40 -42	-51%	-$5.66K	﹤0.01%	367
2024 Q2	$12.2K	Hold	82	–	–	﹤0.01%	318
2024 Q1	$9.25K	Hold	82	–	–	﹤0.01%	324
2023 Q4	$8.9K	Hold	82	–	–	﹤0.01%	317
2023 Q3	$8.24K	Hold	82	–	–	﹤0.01%	311
2023 Q2	$9.13K	Hold	82	–	–	﹤0.01%	314
2023 Q1	$8.82K	Hold	82	–	–	﹤0.01%	312
2022 Q4	$7.16K	Hold	82	–	–	﹤0.01%	325
2022 Q3	$6K	Hold	82	–	–	﹤0.01%	337
2022 Q2	$7K	Hold	82	–	–	﹤0.01%	334
2022 Q1	$10K	Sell	82 -99	-55%	-$12.5K	﹤0.01%	366
2021 Q4	$30K	Hold	181	–	–	﹤0.01%	326
2021 Q3	$20K	Hold	181	–	–	﹤0.01%	326
2021 Q2	$24K	Buy	+181	New	+$23.2K	﹤0.01%	317
2020 Q4	$12K	Buy	+99	New	+$10.1K	﹤0.01%	341

Other funds holding TER

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

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Albion Financial Group's TER Position: Q1 2025 in Review

Albion Financial Group sold out of Teradyne (TER) in Q1 2025, closing a stake of 40 shares — an estimated $5.04K sold.

Albion Financial Group first reported a position in TER in Q4 2020 and held it in 16 quarters. The position peaked at $30K in Q4 2021. 748 funds tracked by Wall St. Rank hold TER as of Q1 2025.

Albion Financial Group reported no remaining Teradyne position as of Q1 2025 after selling out during the quarter.
Albion Financial Group sold 40 Teradyne shares in Q1 2025, an estimated $5.04K.
Albion Financial Group first reported a position in Teradyne in Q4 2020 and held it in 16 quarters.
Albion Financial Group's Teradyne position peaked at $30K in Q4 2021.
748 funds tracked by Wall St. Rank held Teradyne as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.