Estate Planners Group’s Teradata TDC Stock Holding History

Estate Planners Group’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
2026 Q1	–	Sell	-122	Closed	-$3.71K	–	371
2025 Q4	$3.71K	Buy	+122	New	+$3.19K	﹤0.01%	363

Other funds holding TDC

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

LLL

Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Estate Planners Group's TDC Position: Q1 2026 in Review

Estate Planners Group sold out of Teradata (TDC) in Q1 2026, closing a stake of 122 shares — an estimated $3.71K sold.

Estate Planners Group first reported a position in TDC in Q4 2025 and held it in 1 quarter. The position peaked at $3.71K in Q4 2025. 424 funds tracked by Wall St. Rank hold TDC as of Q1 2026.

Estate Planners Group reported no remaining Teradata position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 122 Teradata shares in Q1 2026, an estimated $3.71K.
Estate Planners Group first reported a position in Teradata in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Teradata position peaked at $3.71K in Q4 2025.
424 funds tracked by Wall St. Rank held Teradata as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.