Concord Wealth Partners’s Teledyne Technologies TDY Stock Holding History

Concord Wealth Partners’s Portfolio TDY Stock Details TDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1	Closed	-$409	–	1014
2023 Q3	$409	Hold	1	–	–	﹤0.01%	992
2023 Q2	$411	Buy	+1	New	+$412	﹤0.01%	1001
2023 Q1	–	Sell	-1	Closed	-$400	–	1213
2022 Q4	$400	Buy	+1	New	+$389	﹤0.01%	1167
2022 Q3	–	Sell	-1	Closed	–	–	1037
2022 Q2	$0	Sell	1 -34	-97%	-$14.2K	﹤0.01%	1368
2022 Q1	$17K	Sell	35 -12	-26%	-$5.16K	﹤0.01%	669
2021 Q4	$21K	Buy	+47	New	+$20.4K	0.01%	635
2021 Q3	–	Sell	-7	Closed	-$3K	–	1020
2021 Q2	$3K	Sell	7 -3	-30%	-$1.27K	﹤0.01%	841
2021 Q1	$4K	Buy	+10	New	+$3.86K	﹤0.01%	734

Other funds holding TDY

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

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return