Aureus Asset Management’s Teradyne TER Stock Holding History

Aureus Asset Management’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
2024 Q4	–	Sell	-2,000	Closed	-$268K	–	229
2024 Q3	$268K	Hold	2,000	–	–	0.02%	167
2024 Q2	$297K	Hold	2,000	–	–	0.02%	159
2024 Q1	$226K	Hold	2,000	–	–	0.02%	175
2023 Q4	$217K	Hold	2,000	–	–	0.02%	182
2023 Q3	$201K	Hold	2,000	–	–	0.02%	186
2023 Q2	$223K	Hold	2,000	–	–	0.02%	161
2023 Q1	$215K	Buy	+2,000	New	+$205K	0.02%	165
2022 Q2	–	Sell	-2,069	Closed	-$245K	–	208
2022 Q1	$245K	Hold	2,069	–	–	0.02%	191
2021 Q4	$338K	Hold	2,069	–	–	0.02%	159
2021 Q3	$226K	Hold	2,069	–	–	0.01%	193
2021 Q2	$277K	Hold	2,069	–	–	0.02%	186
2021 Q1	$252K	Sell	2,069 -829	-29%	-$104K	0.02%	153
2020 Q4	$347K	Hold	2,898	–	–	0.03%	143
2020 Q3	$230K	Hold	2,898	–	–	0.02%	162
2020 Q2	$245K	Buy	+2,898	New	+$194K	0.03%	141
2019 Q4	–	Sell	-4,012	Closed	-$232K	–	175
2019 Q3	$232K	Buy	+4,012	New	+$212K	0.03%	154

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

JP Morgan Chase

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

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 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

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return