EI
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Ellevest Inc’s Telephone and Data Systems TDS Stock Holding History

Ellevest Inc’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16
Closed -$168 – 1477
2023
Q1 		$168 Buy
+16
New +$187 ﹤0.01% 1780
2022
Q2 		– Sell
-36
Closed -$1K – 1682
2022
Q1 		$1K Hold
36
– – ﹤0.01% 1341
2021
Q4 		$1K Hold
36
– – ﹤0.01% 1330
2021
Q3 		$1K Hold
36
– – ﹤0.01% 1322
2021
Q2 		$1K Hold
36
– – ﹤0.01% 1205
2021
Q1 		$1K Hold
36
– – ﹤0.01% 1206
2020
Q4 		$1K Sell
36
-15
-29% -$276 ﹤0.01% 1116
2020
Q3 		$1K Buy
51
+15
+42% +$316 ﹤0.01% 1066
2020
Q2 		$1K Sell
36
-109
-75% -$2.08K ﹤0.01% 1058
2020
Q1 		$2K Buy
145
+88
+154% +$1.91K ﹤0.01% 796
2019
Q4 		$1K Buy
+57
New +$1.4K ﹤0.01% 873

Other funds holding TDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Ellevest Inc's TDS Position: Q2 2023 in Review

Ellevest Inc sold out of Telephone and Data Systems (TDS) in Q2 2023, closing a stake of 16 shares — an estimated $168 sold.

Ellevest Inc first reported a position in TDS in Q4 2019 and held it in 11 quarters. The position peaked at $2K in Q1 2020. 232 funds tracked by Wall St. Rank hold TDS as of Q2 2023.

  • Ellevest Inc reported no remaining Telephone and Data Systems position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 16 Telephone and Data Systems shares in Q2 2023, an estimated $168.
  • Ellevest Inc first reported a position in Telephone and Data Systems in Q4 2019 and held it in 11 quarters.
  • Ellevest Inc's Telephone and Data Systems position peaked at $2K in Q1 2020.
  • 232 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.