Essential Planning’s Teradata TDC Stock Holding History

Essential Planning’s Portfolio TDC Stock Details TDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,780	Closed	-$431K	–	270
2024 Q4	$431K	Buy	+13,780	New	+$431K	﹤0.01%	278

Other funds holding TDC

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

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

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Essential Planning's TDC Position: Q1 2025 in Review

Essential Planning sold out of Teradata (TDC) in Q1 2025, closing a stake of 13,780 shares — an estimated $431K sold.

Essential Planning first reported a position in TDC in Q4 2024 and held it in 1 quarter. The position peaked at $431K in Q4 2024. 361 funds tracked by Wall St. Rank hold TDC as of Q1 2025.

Essential Planning reported no remaining Teradata position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 13,780 Teradata shares in Q1 2025, an estimated $431K.
Essential Planning first reported a position in Teradata in Q4 2024 and held it in 1 quarter.
Essential Planning's Teradata position peaked at $431K in Q4 2024.
361 funds tracked by Wall St. Rank held Teradata as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.