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	–	686
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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return