Everence Capital Management’s Telephone and Data Systems TDS Stock Holding History

Everence Capital Management’s Portfolio TDS Stock Details TDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,730	Closed	-$264K	–	841
2024 Q4	$264K	Sell	7,730 -5,110	-40%	-$155K	0.02%	645
2024 Q3	$299K	Buy	12,840 +870	+7%	+$19K	0.02%	592
2024 Q2	$187	Hold	11,970	–	–	0.01%	691
2024 Q1	$192	Buy	+11,970	New	+$204K	0.01%	720
2023 Q3	–	Sell	-27,600	Closed	-$184K	–	800
2023 Q2	$184K	Buy	27,600 +9,640	+54%	+$81.8K	0.02%	666
2023 Q1	$189	Hold	17,960	–	–	0.02%	695
2022 Q4	$188	Hold	17,960	–	–	0.02%	707
2022 Q3	$250K	Hold	17,960	–	–	0.02%	581
2022 Q2	$284K	Hold	17,960	–	–	0.03%	539
2022 Q1	$339K	Buy	17,960 +5,710	+47%	+$110K	0.03%	522
2021 Q4	$247K	Buy	+12,250	New	+$239K	0.02%	659

Other funds holding TDS

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

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

Everence Capital Management's TDS Position: Q1 2025 in Review

Everence Capital Management sold out of Telephone and Data Systems (TDS) in Q1 2025, closing a stake of 7,730 shares — an estimated $264K sold.

Everence Capital Management first reported a position in TDS in Q4 2021 and held it in 11 quarters. The position peaked at $339K in Q1 2022. 306 funds tracked by Wall St. Rank hold TDS as of Q1 2025.

Everence Capital Management reported no remaining Telephone and Data Systems position as of Q1 2025 after selling out during the quarter.
Everence Capital Management sold 7,730 Telephone and Data Systems shares in Q1 2025, an estimated $264K.
Everence Capital Management first reported a position in Telephone and Data Systems in Q4 2021 and held it in 11 quarters.
Everence Capital Management's Telephone and Data Systems position peaked at $339K in Q1 2022.
306 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2025.

Based on Everence Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.