Berman Capital Advisors’s TE Connectivity TEL Stock Holding History

Berman Capital Advisors’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
2021 Q3	$16K	Buy	119 +4	+3%	+$577	﹤0.01%	1060
2021 Q2	$15K	Buy	115 +14	+14%	+$1.88K	﹤0.01%	1009
2021 Q1	$13K	Buy	101 +18	+22%	+$2.31K	﹤0.01%	947
2020 Q4	$10K	Hold	83	–	–	﹤0.01%	931
2020 Q3	$8K	Sell	83 -50	-38%	-$4.6K	﹤0.01%	891
2020 Q2	$10K	Sell	133 -146	-52%	-$11K	﹤0.01%	772
2020 Q1	$17K	Buy	279 +21	+8%	+$1.79K	0.01%	538
2019 Q4	$24K	Buy	258 +1	+0.4%	+$93	0.01%	484
2019 Q3	$24K	Sell	257 -9	-3%	-$828	0.01%	463
2019 Q2	$25K	Buy	266 +71	+36%	+$6.41K	0.01%	456
2019 Q1	$15K	Buy	195 +142	+268%	+$11.5K	0.01%	539
2018 Q4	$3K	Buy	+53	New	+$4.08K	﹤0.01%	822

Other funds holding TEL

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

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

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

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

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

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

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

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

Berman Capital Advisors's TEL Position: Q3 2021 in Review

Berman Capital Advisors increased its TE Connectivity (TEL) stake by 3.5% in Q3 2021, buying an estimated $577 and bringing the position to 119 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Berman Capital Advisors first reported a position in TEL in Q4 2018 and has held it in 12 quarters since. The position peaked at $25K in Q2 2019. 841 funds tracked by Wall St. Rank hold TEL as of Q3 2021.

Berman Capital Advisors held 119 shares of TE Connectivity worth $16K as of Q3 2021.
Berman Capital Advisors bought 4 TE Connectivity shares in Q3 2021, an estimated $577.
TE Connectivity made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1060 holding.
Berman Capital Advisors first reported a position in TE Connectivity in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's TE Connectivity position peaked at $25K in Q2 2019.
841 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.