Evoke Wealth’s TE Connectivity TEL Stock Holding History

Evoke Wealth’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	-934	Closed	-$103K	–	1061
2022 Q3	$103K	Buy	934 +50	+6%	+$6.22K	﹤0.01%	409
2022 Q2	$100K	Sell	884 -39	-4%	-$4.83K	﹤0.01%	416
2022 Q1	$121K	Buy	923 +26	+3%	+$3.72K	﹤0.01%	409
2021 Q4	$145K	Hold	897	–	–	﹤0.01%	403
2021 Q3	$123K	Sell	897 -52	-5%	-$7.51K	﹤0.01%	400
2021 Q2	$128K	Buy	949 +52	+6%	+$6.97K	﹤0.01%	406
2021 Q1	$116K	Buy	897 +420	+88%	+$54K	0.01%	360
2020 Q4	$58K	Hold	477	–	–	﹤0.01%	358
2020 Q3	$47K	Hold	477	–	–	﹤0.01%	367
2020 Q2	$39K	Sell	477 -8	-2%	-$603	﹤0.01%	381
2020 Q1	$30.6K	Sell	485 -869	-64%	-$74.2K	﹤0.01%	382
2019 Q4	$130K	Sell	1,354 -174	-11%	-$16.1K	0.02%	289
2019 Q3	$142K	Buy	+1,528	New	+$141K	0.02%	314

Other funds holding TEL

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 $74.9B 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