Ellevest Inc’s Tech Data Corp TECD Stock Holding History

Ellevest Inc’s Portfolio TECD Stock Details TECD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-32	Closed	-$4.42K	–	1450
2020 Q1	$4K	Buy	32 +10	+45%	+$1.39K	﹤0.01%	692
2019 Q4	$3K	Buy	22 +10	+83%	+$1.29K	﹤0.01%	667
2019 Q3	$1K	Buy	+12	New	+$1.17K	﹤0.01%	491

Other funds holding TECD

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

DAM

DLD Asset Management New York $1.1B AUM 4.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Ellevest Inc's TECD Position: Q2 2020 in Review

Ellevest Inc sold out of Tech Data Corp (TECD) in Q2 2020, closing a stake of 32 shares — an estimated $4.42K sold.

Ellevest Inc first reported a position in TECD in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q1 2020. 122 funds tracked by Wall St. Rank hold TECD as of Q2 2020.

Ellevest Inc reported no remaining Tech Data Corp position as of Q2 2020 after selling out during the quarter.
Ellevest Inc sold 32 Tech Data Corp shares in Q2 2020, an estimated $4.42K.
Ellevest Inc first reported a position in Tech Data Corp in Q3 2019 and held it in 3 quarters.
Ellevest Inc's Tech Data Corp position peaked at $4K in Q1 2020.
122 funds tracked by Wall St. Rank held Tech Data Corp as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.