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Evermay Wealth Management’s Teradata TDC Stock Holding History

Evermay Wealth Management’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
2024
Q4 		– Sell
-21
Closed -$638 – 610
2024
Q3 		$638 Hold
21
– – ﹤0.01% 565
2024
Q2 		$726 Hold
21
– – ﹤0.01% 572
2024
Q1 		$813 Hold
21
– – ﹤0.01% 569
2023
Q4 		$914 Hold
21
– – ﹤0.01% 549
2023
Q3 		$946 Hold
21
– – ﹤0.01% 530
2023
Q2 		$1.12K Buy
+21
New +$947 ﹤0.01% 517

Other funds holding TDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Evermay Wealth Management's TDC Position: Q4 2024 in Review

Evermay Wealth Management sold out of Teradata (TDC) in Q4 2024, closing a stake of 21 shares — an estimated $638 sold.

Evermay Wealth Management first reported a position in TDC in Q2 2023 and held it in 6 quarters. The position peaked at $1.12K in Q2 2023. 385 funds tracked by Wall St. Rank hold TDC as of Q4 2024.

  • Evermay Wealth Management reported no remaining Teradata position as of Q4 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 21 Teradata shares in Q4 2024, an estimated $638.
  • Evermay Wealth Management first reported a position in Teradata in Q2 2023 and held it in 6 quarters.
  • Evermay Wealth Management's Teradata position peaked at $1.12K in Q2 2023.
  • 385 funds tracked by Wall St. Rank held Teradata as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.