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Caldwell Trust’s Teradata TDC Stock Holding History

Caldwell Trust’s Portfolio TDC Stock Details TDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-115
Closed -$4.63K – 784
2023
Q1 		$4.63K Hold
115
– – ﹤0.01% 669
2022
Q4 		$3.87K Hold
115
– – ﹤0.01% 673
2022
Q3 		$3.57K Sell
115
-58
-34% -$2.03K ﹤0.01% 676
2022
Q2 		$6.4K Buy
173
+58
+50% +$2.31K ﹤0.01% 662
2022
Q1 		$5.67K Buy
+115
New +$5.27K ﹤0.01% 680
2021
Q3 		– Sell
-114
Closed -$5.7K – 753
2021
Q2 		$5.7K Hold
114
– – ﹤0.01% 676
2021
Q1 		$4.39K Hold
114
– – ﹤0.01% 679
2020
Q4 		$2.56K Hold
114
– – ﹤0.01% 695
2020
Q3 		$2.59K Hold
114
– – ﹤0.01% 694
2020
Q2 		$2.37K Hold
114
– – ﹤0.01% 730
2020
Q1 		$2.34K Hold
114
– – ﹤0.01% 745
2019
Q4 		$3.05K Buy
+114
New +$3.17K ﹤0.01% 771

Other funds holding TDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Caldwell Trust's TDC Position: Q2 2023 in Review

Caldwell Trust sold out of Teradata (TDC) in Q2 2023, closing a stake of 115 shares — an estimated $4.63K sold.

Caldwell Trust first reported a position in TDC in Q4 2019 and held it in 12 quarters. The position peaked at $6.4K in Q2 2022. 405 funds tracked by Wall St. Rank hold TDC as of Q2 2023.

  • Caldwell Trust reported no remaining Teradata position as of Q2 2023 after selling out during the quarter.
  • Caldwell Trust sold 115 Teradata shares in Q2 2023, an estimated $4.63K.
  • Caldwell Trust first reported a position in Teradata in Q4 2019 and held it in 12 quarters.
  • Caldwell Trust's Teradata position peaked at $6.4K in Q2 2022.
  • 405 funds tracked by Wall St. Rank held Teradata as of Q2 2023.

Based on Caldwell Trust's 13F filing for Q2 2023, filed 1 Oct 2025.