Ellevest Inc’s TE Connectivity TEL Stock Holding History

Ellevest Inc’s Portfolio TEL Stock Details TEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-228	Closed	-$29.8K	–	1496
2023 Q1	$29.8K	Buy	228 +70	+44%	+$8.86K	﹤0.01%	740
2022 Q4	$18.1K	Sell	158 -122	-44%	-$14.5K	﹤0.01%	876
2022 Q3	$31K	Buy	280 +123	+78%	+$15.3K	﹤0.01%	710
2022 Q2	$18K	Buy	157 +1	+0.6%	+$124	﹤0.01%	776
2022 Q1	$20K	Hold	156	–	–	﹤0.01%	746
2021 Q4	$25K	Buy	156 +1	+0.6%	+$155	﹤0.01%	671
2021 Q3	$21K	Sell	155 -9	-5%	-$1.3K	﹤0.01%	660
2021 Q2	$22K	Buy	164 +10	+6%	+$1.34K	﹤0.01%	631
2021 Q1	$20K	Buy	154 +1	+0.7%	+$128	﹤0.01%	661
2020 Q4	$19K	Hold	153	–	–	﹤0.01%	647
2020 Q3	$15K	Sell	153 -6	-4%	-$552	﹤0.01%	581
2020 Q2	$13K	Sell	159 -73	-31%	-$5.5K	﹤0.01%	566
2020 Q1	$15K	Hold	232	–	–	﹤0.01%	480
2019 Q4	$22K	Hold	232	–	–	0.01%	400
2019 Q3	$22K	Buy	232 +32	+16%	+$2.94K	0.01%	173
2019 Q2	$19K	Sell	200 -95	-32%	-$8.57K	0.01%	204
2019 Q1	$24K	Hold	295	–	–	0.01%	142
2018 Q4	$22K	Buy	+295	New	+$22.7K	0.01%	306

Other funds holding TEL

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return