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Epic Trust Investment Advisors’s TE Connectivity TEL Stock Holding History

Epic Trust Investment 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
2022
Q4 		– Sell
-1,939
Closed -$214K – 106
2022
Q3 		$214K Buy
1,939
+171
+10% +$21.3K 0.3% 96
2022
Q2 		$200K Buy
+1,768
New +$219K 0.38% 65

Other funds holding TEL

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Epic Trust Investment Advisors's TEL Position: Q4 2022 in Review

Epic Trust Investment Advisors sold out of TE Connectivity (TEL) in Q4 2022, closing a stake of 1,939 shares — an estimated $214K sold.

Epic Trust Investment Advisors first reported a position in TEL in Q2 2022 and held it in 2 quarters. The position peaked at $214K in Q3 2022. 888 funds tracked by Wall St. Rank hold TEL as of Q4 2022.

  • Epic Trust Investment Advisors reported no remaining TE Connectivity position as of Q4 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 1,939 TE Connectivity shares in Q4 2022, an estimated $214K.
  • Epic Trust Investment Advisors first reported a position in TE Connectivity in Q2 2022 and held it in 2 quarters.
  • Epic Trust Investment Advisors's TE Connectivity position peaked at $214K in Q3 2022.
  • 888 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.