Carr Financial Group’s TE Connectivity TEL Stock Holding History

Carr Financial Group’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
2025 Q1	–	Sell	-1,412	Closed	-$202K	–	192
2024 Q4	$202K	Hold	1,412	–	–	0.06%	181
2024 Q3	$213K	Buy	1,412 +6	+0.4%	+$898	0.06%	188
2024 Q2	$212K	Buy	1,406 +6	+0.4%	+$880	0.07%	182
2024 Q1	$203K	Buy	+1,400	New	+$196K	0.07%	172

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carr Financial Group's TEL Position: Q1 2025 in Review

Carr Financial Group sold out of TE Connectivity (TEL) in Q1 2025, closing a stake of 1,412 shares — an estimated $202K sold.

Carr Financial Group first reported a position in TEL in Q1 2024 and held it in 4 quarters. The position peaked at $213K in Q3 2024. 1,016 funds tracked by Wall St. Rank hold TEL as of Q1 2025.

Carr Financial Group reported no remaining TE Connectivity position as of Q1 2025 after selling out during the quarter.
Carr Financial Group sold 1,412 TE Connectivity shares in Q1 2025, an estimated $202K.
Carr Financial Group first reported a position in TE Connectivity in Q1 2024 and held it in 4 quarters.
Carr Financial Group's TE Connectivity position peaked at $213K in Q3 2024.
1,016 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2025.

Based on Carr Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.