Elm Advisors’s TE Connectivity TEL Stock Holding History

Elm Advisors’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
2021 Q1	–	Sell	-500	Closed	-$61K	–	232
2020 Q4	$61K	Buy	+500	New	+$55.1K	0.04%	151
2018 Q4	–	Sell	-500	Closed	-$44K	–	241
2018 Q3	$44K	Buy	+500	New	+$46K	0.03%	173

Other funds holding TEL

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Elm Advisors's TEL Position: Q1 2021 in Review

Elm Advisors sold out of TE Connectivity (TEL) in Q1 2021, closing a stake of 500 shares — an estimated $61K sold.

Elm Advisors first reported a position in TEL in Q3 2018 and held it in 2 quarters. The position peaked at $61K in Q4 2020. 795 funds tracked by Wall St. Rank hold TEL as of Q1 2021.

Elm Advisors reported no remaining TE Connectivity position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 500 TE Connectivity shares in Q1 2021, an estimated $61K.
Elm Advisors first reported a position in TE Connectivity in Q3 2018 and held it in 2 quarters.
Elm Advisors's TE Connectivity position peaked at $61K in Q4 2020.
795 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.