Bellecapital’s Teradyne TER Stock Holding History

Bellecapital’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
2025 Q1	–	Sell	-2,505	Closed	-$315K	–	158
2024 Q4	$315K	Sell	2,505 -911	-27%	-$108K	0.06%	108
2024 Q3	$458K	Sell	3,416 -1,584	-32%	-$214K	0.09%	95
2024 Q2	$741K	Hold	5,000	–	–	0.16%	81
2024 Q1	$564K	Hold	5,000	–	–	0.12%	95
2023 Q4	$543K	Hold	5,000	–	–	0.12%	90
2023 Q3	$502K	Hold	5,000	–	–	0.13%	102
2023 Q2	$557K	Sell	5,000 -163	-3%	-$16.3K	0.13%	94
2023 Q1	$555K	Hold	5,163	–	–	0.14%	100
2022 Q4	$451K	Hold	5,163	–	–	0.13%	111
2022 Q3	$388K	Buy	5,163 +80	+2%	+$7.29K	0.12%	118
2022 Q2	$455K	Sell	5,083 -80	-2%	-$8.32K	0.13%	121
2022 Q1	$610K	Hold	5,163	–	–	0.19%	95
2021 Q4	$844K	Sell	5,163 -38	-0.7%	-$5.34K	0.24%	80
2021 Q3	$568K	Sell	5,201 -3,381	-39%	-$411K	0.17%	103
2021 Q2	$1.15M	Hold	8,582	–	–	0.35%	60
2021 Q1	$1.04M	Sell	8,582 -1,316	-13%	-$165K	0.33%	60
2020 Q4	$1.19M	Buy	9,898 +183	+2%	+$18.7K	0.4%	53
2020 Q3	$772K	Buy	9,715 +2,469	+34%	+$209K	0.35%	57
2020 Q2	$612K	Buy	+7,246	New	+$486K	0.29%	67

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

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return