Diversified Trust’s Telephone and Data Systems TDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-35,499
Closed -$1.21M 1023
2024
Q4
$1.21M Buy
35,499
+3,729
+12% +$113K 0.03% 326
2024
Q3
$739K Buy
31,770
+771
+2% +$16.8K 0.02% 479
2024
Q2
$643K Buy
30,999
+1,640
+6% +$29.6K 0.02% 462
2024
Q1
$470K Buy
29,359
+1,277
+5% +$21.8K 0.01% 525
2023
Q4
$515K Buy
28,082
+1,217
+5% +$22.5K 0.02% 494
2023
Q3
$492K Buy
26,865
+607
+2% +$8.76K 0.02% 469
2023
Q2
$216K Buy
26,258
+445
+2% +$3.77K 0.01% 741
2023
Q1
$271K Buy
25,813
+13,803
+115% +$161K 0.01% 660
2022
Q4
$126K Sell
12,010
-5,789
-33% -$71.6K 0.01% 758
2022
Q3
$247K Buy
+17,799
New +$283K 0.01% 611
2021
Q1
Sell
-10,937
Closed -$203K 850
2020
Q4
$203K Buy
+10,937
New +$201K 0.01% 670

Other funds holding TDS

Diversified Trust's TDS Position: Q1 2025 in Review

Diversified Trust sold out of Telephone and Data Systems (TDS) in Q1 2025, closing a stake of 35,499 shares — an estimated $1.21M sold.

Diversified Trust first reported a position in TDS in Q4 2020 and held it in 11 quarters. The position peaked at $1.21M in Q4 2024. 306 funds tracked by Wall St. Rank hold TDS as of Q1 2025.

  • Diversified Trust reported no remaining Telephone and Data Systems position as of Q1 2025 after selling out during the quarter.
  • Diversified Trust sold 35,499 Telephone and Data Systems shares in Q1 2025, an estimated $1.21M.
  • Diversified Trust first reported a position in Telephone and Data Systems in Q4 2020 and held it in 11 quarters.
  • Diversified Trust's Telephone and Data Systems position peaked at $1.21M in Q4 2024.
  • 306 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2025.

Based on Diversified Trust's 13F filing for Q1 2025, filed 24 Apr 2025.