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Copeland Capital Management’s Teradyne TER Stock Holding History

Copeland Capital Management’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-43
Closed -$4.79K – 319
2023
Q2 		$4.79K Buy
+43
New +$4.31K ﹤0.01% 232
2021
Q4 		– Sell
-24
Closed -$3K – 285
2021
Q3 		$3K Hold
24
– – ﹤0.01% 247
2021
Q2 		$3K Hold
24
– – ﹤0.01% 242
2021
Q1 		$3K Hold
24
– – ﹤0.01% 239
2020
Q4 		$3K Buy
+24
New +$2.45K ﹤0.01% 231

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Copeland Capital Management's TER Position: Q3 2023 in Review

Copeland Capital Management sold out of Teradyne (TER) in Q3 2023, closing a stake of 43 shares — an estimated $4.79K sold.

Copeland Capital Management first reported a position in TER in Q4 2020 and held it in 5 quarters. The position peaked at $4.79K in Q2 2023. 683 funds tracked by Wall St. Rank hold TER as of Q3 2023.

  • Copeland Capital Management reported no remaining Teradyne position as of Q3 2023 after selling out during the quarter.
  • Copeland Capital Management sold 43 Teradyne shares in Q3 2023, an estimated $4.79K.
  • Copeland Capital Management first reported a position in Teradyne in Q4 2020 and held it in 5 quarters.
  • Copeland Capital Management's Teradyne position peaked at $4.79K in Q2 2023.
  • 683 funds tracked by Wall St. Rank held Teradyne as of Q3 2023.

Based on Copeland Capital Management's 13F filing for Q3 2023, filed 23 Oct 2023.