Burns Matteson Capital Management’s Teradyne TER Stock Holding History

Burns Matteson Capital Management’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
2022 Q4	–	Sell	-2,796	Closed	-$210K	–	181
2022 Q3	$210K	Sell	2,796 -3,113	-53%	-$284K	0.15%	109
2022 Q2	$529K	Buy	5,909 +3,285	+125%	+$342K	0.37%	74
2022 Q1	$310K	Sell	2,624 -3,030	-54%	-$384K	0.22%	95
2021 Q4	$925K	Buy	5,654 +2,303	+69%	+$324K	0.63%	34
2021 Q3	$366K	Buy	+3,351	New	+$407K	0.28%	94

Other funds holding TER

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Burns Matteson Capital Management's TER Position: Q4 2022 in Review

Burns Matteson Capital Management sold out of Teradyne (TER) in Q4 2022, closing a stake of 2,796 shares — an estimated $210K sold.

Burns Matteson Capital Management first reported a position in TER in Q3 2021 and held it in 5 quarters. The position peaked at $925K in Q4 2021. 642 funds tracked by Wall St. Rank hold TER as of Q4 2022.

Burns Matteson Capital Management reported no remaining Teradyne position as of Q4 2022 after selling out during the quarter.
Burns Matteson Capital Management sold 2,796 Teradyne shares in Q4 2022, an estimated $210K.
Burns Matteson Capital Management first reported a position in Teradyne in Q3 2021 and held it in 5 quarters.
Burns Matteson Capital Management's Teradyne position peaked at $925K in Q4 2021.
642 funds tracked by Wall St. Rank held Teradyne as of Q4 2022.

Based on Burns Matteson Capital Management's 13F filing for Q4 2022, filed 12 Dec 2023.