Andesa Financial Management’s TE Connectivity TEL Stock Holding History

Andesa Financial Management’s Portfolio TEL Stock Details TEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,194	Closed	-$481K	–	150
2022 Q4	$481K	Sell	4,194 -68	-2%	-$8.08K	0.26%	84
2022 Q3	$469K	Buy	4,262 +2,181	+105%	+$271K	0.16%	95
2022 Q2	$235K	Sell	2,081 -1,294	-38%	-$160K	0.15%	125
2022 Q1	$444K	Sell	3,375 -576	-15%	-$82.4K	0.24%	89
2021 Q4	$637K	Buy	3,951 +797	+25%	+$123K	0.31%	75
2021 Q3	$434K	Buy	3,154 +21	+0.7%	+$3.03K	0.24%	91
2021 Q2	$423K	Sell	3,133 -2,090	-40%	-$280K	0.13%	108
2021 Q1	$674K	Buy	5,223 +1,313	+34%	+$169K	0.22%	77
2020 Q4	$477K	Buy	+3,910	New	+$431K	0.31%	74

Other funds holding TEL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Andesa Financial Management's TEL Position: Q1 2023 in Review

Andesa Financial Management sold out of TE Connectivity (TEL) in Q1 2023, closing a stake of 4,194 shares — an estimated $481K sold.

Andesa Financial Management first reported a position in TEL in Q4 2020 and held it in 9 quarters. The position peaked at $674K in Q1 2021. 887 funds tracked by Wall St. Rank hold TEL as of Q1 2023.

Andesa Financial Management reported no remaining TE Connectivity position as of Q1 2023 after selling out during the quarter.
Andesa Financial Management sold 4,194 TE Connectivity shares in Q1 2023, an estimated $481K.
Andesa Financial Management first reported a position in TE Connectivity in Q4 2020 and held it in 9 quarters.
Andesa Financial Management's TE Connectivity position peaked at $674K in Q1 2021.
887 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.