Bourgeon Capital Management’s TE Connectivity TEL Stock Holding History

Bourgeon Capital 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
2024 Q1	–	Sell	-453	Closed	-$63.7K	–	350
2023 Q4	$63.7K	Buy	453 +2	+0.4%	+$257	0.01%	139
2023 Q3	$55.7K	Buy	451 +2	+0.4%	+$267	0.01%	138
2023 Q2	$62.9K	Buy	449 +2	+0.4%	+$253	0.01%	141
2023 Q1	$58.6K	Buy	447 +2	+0.4%	+$253	0.01%	138
2022 Q4	$51.1K	Buy	445 +2	+0.5%	+$238	0.01%	150
2022 Q3	$49K	Buy	443 +2	+0.5%	+$249	0.01%	136
2022 Q2	$50K	Buy	441 +2	+0.5%	+$248	0.01%	139
2022 Q1	$58K	Buy	439 +1	+0.2%	+$143	0.01%	139
2021 Q4	$71K	Buy	438 +2	+0.5%	+$309	0.01%	139
2021 Q3	$60K	Buy	436 +1	+0.2%	+$144	0.01%	154
2021 Q2	$59K	Buy	435 +2	+0.5%	+$268	0.01%	155
2021 Q1	$56K	Buy	433 +1	+0.2%	+$128	0.01%	158
2020 Q4	$52K	Buy	432 +2	+0.5%	+$220	0.01%	145
2020 Q3	$42K	Buy	430 +2	+0.5%	+$184	0.01%	154
2020 Q2	$35K	Buy	428 +3	+0.7%	+$226	0.01%	135
2020 Q1	$27K	Buy	425 +2	+0.5%	+$171	0.01%	133
2019 Q4	$41K	Buy	423 +2	+0.5%	+$185	0.02%	124
2019 Q3	$39K	Buy	+421	New	+$38.7K	0.02%	125

Other funds holding TEL

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates

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

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

Capital World Investors

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

Geode Capital Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return