Ellis Investment Partners’s Tandem Diabetes Care TNDM Stock Holding History

Ellis Investment Partners’s Portfolio TNDM Stock Details TNDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-130	Closed	-$6K	–	697
2022 Q3	$6K	Hold	130	–	–	﹤0.01%	654
2022 Q2	$7K	Hold	130	–	–	﹤0.01%	644
2022 Q1	$15K	Hold	130	–	–	﹤0.01%	561
2021 Q4	$19K	Hold	130	–	–	﹤0.01%	547
2021 Q3	$15K	Hold	130	–	–	﹤0.01%	555
2021 Q2	$12K	Hold	130	–	–	﹤0.01%	585
2021 Q1	$11K	Hold	130	–	–	﹤0.01%	571
2020 Q4	$12K	Hold	130	–	–	﹤0.01%	542
2020 Q3	$14K	Hold	130	–	–	﹤0.01%	517
2020 Q2	$12K	Hold	130	–	–	﹤0.01%	519
2020 Q1	$7K	Hold	130	–	–	﹤0.01%	534
2019 Q4	$7K	Hold	130	–	–	﹤0.01%	570
2019 Q3	$7K	Hold	130	–	–	﹤0.01%	579
2019 Q2	$8K	Buy	+130	New	+$8.39K	﹤0.01%	551

Other funds holding TNDM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ellis Investment Partners's TNDM Position: Q4 2022 in Review

Ellis Investment Partners sold out of Tandem Diabetes Care (TNDM) in Q4 2022, closing a stake of 130 shares — an estimated $6K sold.

Ellis Investment Partners first reported a position in TNDM in Q2 2019 and held it in 14 quarters. The position peaked at $19K in Q4 2021. 295 funds tracked by Wall St. Rank hold TNDM as of Q4 2022.

Ellis Investment Partners reported no remaining Tandem Diabetes Care position as of Q4 2022 after selling out during the quarter.
Ellis Investment Partners sold 130 Tandem Diabetes Care shares in Q4 2022, an estimated $6K.
Ellis Investment Partners first reported a position in Tandem Diabetes Care in Q2 2019 and held it in 14 quarters.
Ellis Investment Partners's Tandem Diabetes Care position peaked at $19K in Q4 2021.
295 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.