Congress Asset Management’s Team TISI Stock Holding History

Congress Asset Management’s Portfolio TISI Stock Details TISI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-7,690	Closed	-$500K	–	335
2020 Q1	$500K	Sell	7,690 -1,154	-13%	-$143K	0.01%	286
2019 Q4	$1.41M	Sell	8,844 -2,452	-22%	-$415K	0.02%	268
2019 Q3	$2.04M	Sell	11,296 -1,138	-9%	-$188K	0.03%	255
2019 Q2	$1.91M	Hold	12,434	–	–	0.02%	271
2019 Q1	$2.18M	Sell	12,434 -214	-2%	-$33.9K	0.03%	261
2018 Q4	$1.85M	Buy	12,648 +546	+5%	+$99.6K	0.03%	276
2018 Q3	$2.72M	Buy	12,102 +1,148	+10%	+$260K	0.04%	254
2018 Q2	$2.53M	Sell	10,954 -345	-3%	-$66.4K	0.03%	249
2018 Q1	$1.55M	Buy	11,299 +210	+2%	+$34.6K	0.02%	294
2017 Q4	$1.65M	Sell	11,089 -195	-2%	-$26K	0.02%	274
2017 Q3	$1.51M	Buy	+11,284	New	+$1.72M	0.02%	288

Other funds holding TISI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Congress Asset Management's TISI Position: Q2 2020 in Review

Congress Asset Management sold out of Team (TISI) in Q2 2020, closing a stake of 7,690 shares — an estimated $500K sold.

Congress Asset Management first reported a position in TISI in Q3 2017 and held it in 11 quarters. The position peaked at $2.72M in Q3 2018. 115 funds tracked by Wall St. Rank hold TISI as of Q2 2020.

Congress Asset Management reported no remaining Team position as of Q2 2020 after selling out during the quarter.
Congress Asset Management sold 7,690 Team shares in Q2 2020, an estimated $500K.
Congress Asset Management first reported a position in Team in Q3 2017 and held it in 11 quarters.
Congress Asset Management's Team position peaked at $2.72M in Q3 2018.
115 funds tracked by Wall St. Rank held Team as of Q2 2020.

Based on Congress Asset Management's 13F filing for Q2 2020, filed 23 Jul 2020.