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Bar Harbor Wealth Management’s Teledyne Technologies TDY Stock Holding History

Bar Harbor Wealth Management’s Portfolio TDY Stock Details TDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-938
Closed -$279K – 243
2020
Q1 		$279K Sell
938
-162
-15% -$55.6K 0.04% 198
2019
Q4 		$381K Hold
1,100
– – 0.04% 216
2019
Q3 		$354K Hold
1,100
– – 0.04% 243
2019
Q2 		$301K Sell
1,100
-216
-16% -$53.8K 0.04% 249
2019
Q1 		$312K Sell
1,316
-118
-8% -$26.7K 0.04% 234
2018
Q4 		$297K Sell
1,434
-1,202
-46% -$263K 0.04% 230
2018
Q3 		$650K Hold
2,636
– – 0.07% 186
2018
Q2 		$525K Hold
2,636
– – 0.06% 195
2018
Q1 		$493K Buy
2,636
+132
+5% +$24.9K 0.06% 200
2017
Q4 		$454K Buy
+2,504
New +$440K 0.05% 204

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return