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	–	1008
2023 Q3	$409	Hold	1	–	–	﹤0.01%	992
2023 Q2	$411	Buy	+1	New	+$412	﹤0.01%	1001
2023 Q1	–	Sell	-1	Closed	-$400	–	1212
2022 Q4	$400	Buy	+1	New	+$389	﹤0.01%	1167
2022 Q3	–	Sell	-1	Closed	–	–	1036
2022 Q2	$0	Sell	1 -34	-97%	-$14.2K	﹤0.01%	1367
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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

Concord Wealth Partners's TDY Position: Q4 2023 in Review

Concord Wealth Partners sold out of Teledyne Technologies (TDY) in Q4 2023, closing a stake of 1 share — an estimated $409 sold.

Concord Wealth Partners first reported a position in TDY in Q1 2021 and held it in 8 quarters. The position peaked at $21K in Q4 2021. 647 funds tracked by Wall St. Rank hold TDY as of Q4 2023.

Concord Wealth Partners reported no remaining Teledyne Technologies position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 1 Teledyne Technologies share in Q4 2023, an estimated $409.
Concord Wealth Partners first reported a position in Teledyne Technologies in Q1 2021 and held it in 8 quarters.
Concord Wealth Partners's Teledyne Technologies position peaked at $21K in Q4 2021.
647 funds tracked by Wall St. Rank held Teledyne Technologies as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.