Edgestream Partners’s TFS Financial TFSL Stock Holding History

Edgestream Partners’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,494	Closed	-$154K	–	1016
2023 Q4	$154K	Buy	+10,494	New	+$136K	0.01%	796

Other funds holding TFSL

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Edgestream Partners's TFSL Position: Q1 2024 in Review

Edgestream Partners sold out of TFS Financial (TFSL) in Q1 2024, closing a stake of 10,494 shares — an estimated $154K sold.

Edgestream Partners first reported a position in TFSL in Q4 2023 and held it in 1 quarter. The position peaked at $154K in Q4 2023. 151 funds tracked by Wall St. Rank hold TFSL as of Q1 2024.

Edgestream Partners reported no remaining TFS Financial position as of Q1 2024 after selling out during the quarter.
Edgestream Partners sold 10,494 TFS Financial shares in Q1 2024, an estimated $154K.
Edgestream Partners first reported a position in TFS Financial in Q4 2023 and held it in 1 quarter.
Edgestream Partners's TFS Financial position peaked at $154K in Q4 2023.
151 funds tracked by Wall St. Rank held TFS Financial as of Q1 2024.

Based on Edgestream Partners's 13F filing for Q1 2024, filed 10 May 2024.