Baystate Wealth Management’s TE Connectivity TEL Stock Holding History

Baystate Wealth 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 Q4	$632	Sell	4 -21	-84%	-$2.7K	﹤0.01%	1190
2023 Q3	$3.09K	Buy	25 +16	+178%	+$2.14K	﹤0.01%	750
2023 Q2	$1.27K	Hold	9	–	–	﹤0.01%	911
2023 Q1	$1.18K	Buy	+9	New	+$1.14K	﹤0.01%	911
2020 Q2	–	Sell	-10	Closed	-$1K	–	737
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	576
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	599
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	553
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	605
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	620
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	631
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	640
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	652
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	619
2017 Q4	$1K	Sell	10 -287	-97%	-$26.4K	﹤0.01%	612
2017 Q3	$26K	Hold	297	–	–	﹤0.01%	252
2017 Q2	$24K	Buy	297 +11	+4%	+$842	﹤0.01%	256
2017 Q1	$21K	Buy	286 +2	+0.7%	+$147	﹤0.01%	266
2016 Q4	$20K	Buy	+284	New	+$18.8K	﹤0.01%	228

Other funds holding TEL

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Baystate Wealth Management's TEL Position: Q4 2023 in Review

Baystate Wealth Management reduced its TE Connectivity (TEL) stake by 84% in Q4 2023, selling an estimated $2.7K and leaving 4 shares worth $632. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Baystate Wealth Management first reported a position in TEL in Q4 2016 and has held it in 18 quarters since. The position peaked at $26K in Q3 2017. 975 funds tracked by Wall St. Rank hold TEL as of Q4 2023.

Baystate Wealth Management held 4 shares of TE Connectivity worth $632 as of Q4 2023.
Baystate Wealth Management sold 21 TE Connectivity shares in Q4 2023, an estimated $2.7K.
TE Connectivity made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1190 holding.
Baystate Wealth Management first reported a position in TE Connectivity in Q4 2016 and has held it in 18 quarters since.
Baystate Wealth Management's TE Connectivity position peaked at $26K in Q3 2017.
975 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.