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Altshuler Shaham’s TFS Financial TFSL Stock Holding History

Altshuler Shaham’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,437
Closed -$45K – 598
2022
Q3 		$45K Buy
+3,437
New +$48.7K ﹤0.01% 253
2020
Q2 		– Sell
-7,411
Closed -$113K – 557
2020
Q1 		$113K Sell
7,411
-4,997
-40% -$97.9K 0.01% 164
2019
Q4 		$244K Buy
12,408
+464
+4% +$8.96K 0.01% 153
2019
Q3 		$214K Buy
+11,944
New +$214K 0.01% 140
2019
Q2 		– Sell
-2,580
Closed -$42K – 396
2019
Q1 		$42K Buy
+2,580
New +$43.1K ﹤0.01% 163

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altshuler Shaham's TFSL Position: Q4 2022 in Review

Altshuler Shaham sold out of TFS Financial (TFSL) in Q4 2022, closing a stake of 3,437 shares — an estimated $45K sold.

Altshuler Shaham first reported a position in TFSL in Q1 2019 and held it in 5 quarters. The position peaked at $244K in Q4 2019. 147 funds tracked by Wall St. Rank hold TFSL as of Q4 2022.

  • Altshuler Shaham reported no remaining TFS Financial position as of Q4 2022 after selling out during the quarter.
  • Altshuler Shaham sold 3,437 TFS Financial shares in Q4 2022, an estimated $45K.
  • Altshuler Shaham first reported a position in TFS Financial in Q1 2019 and held it in 5 quarters.
  • Altshuler Shaham's TFS Financial position peaked at $244K in Q4 2019.
  • 147 funds tracked by Wall St. Rank held TFS Financial as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.