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Buckingham Strategic Wealth’s TE Connectivity TEL Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$489K Hold
3,251
– – 0.01% 471
2024
Q1 		$472K Sell
3,251
-286
-8% -$40.1K 0.01% 473
2023
Q4 		$497K Sell
3,537
-138
-4% -$17.8K 0.01% 445
2023
Q3 		$454K Buy
3,675
+97
+3% +$13K 0.01% 437
2023
Q2 		$501K Sell
3,578
-230
-6% -$29.1K 0.01% 422
2023
Q1 		$437K Hold
3,808
– – 0.01% 407
2022
Q4 		$437K Buy
3,808
+27
+0.7% +$3.21K 0.01% 409
2022
Q3 		$417K Sell
3,781
-279
-7% -$34.7K 0.01% 403
2022
Q2 		$459K Buy
4,060
+565
+16% +$70K 0.01% 387
2022
Q1 		$458K Buy
3,495
+27
+0.8% +$3.86K 0.01% 383
2021
Q4 		$560K Buy
3,468
+30
+0.9% +$4.64K 0.01% 347
2021
Q3 		$472K Sell
3,438
-78
-2% -$11.3K 0.01% 367
2021
Q2 		$475K Buy
3,516
+20
+0.6% +$2.68K 0.01% 374
2021
Q1 		$451K Buy
3,496
+211
+6% +$27.1K 0.02% 352
2020
Q4 		$398K Hold
3,285
– – 0.02% 361
2020
Q3 		$321K Buy
+3,285
New +$302K 0.02% 355
2020
Q2 		– Sell
-18,817
Closed -$1.19M – 473
2020
Q1 		$1.19M Buy
18,817
+13,768
+273% +$1.18M 0.11% 138
2019
Q4 		$484K Hold
5,049
– – 0.05% 253
2019
Q3 		$470K Sell
5,049
-590
-10% -$54.3K 0.05% 238
2019
Q2 		$540K Buy
5,639
+2,576
+84% +$232K 0.06% 234
2019
Q1 		$247K Buy
+3,063
New +$247K 0.03% 346

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Buckingham Strategic Wealth's TEL Position: Q2 2024 in Review

Buckingham Strategic Wealth held its TE Connectivity (TEL) position steady in Q2 2024 at 3,251 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #471.

Buckingham Strategic Wealth first reported a position in TEL in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.19M in Q1 2020. 1,001 funds tracked by Wall St. Rank hold TEL as of Q2 2024.

  • Buckingham Strategic Wealth held 3,251 shares of TE Connectivity worth $489K as of Q2 2024.
  • Buckingham Strategic Wealth left its TE Connectivity share count unchanged in Q2 2024.
  • TE Connectivity made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #471 holding.
  • Buckingham Strategic Wealth first reported a position in TE Connectivity in Q1 2019 and has held it in 21 quarters since.
  • Buckingham Strategic Wealth's TE Connectivity position peaked at $1.19M in Q1 2020.
  • 1,001 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.