Family Management’s Telephone and Data Systems TDS Stock Holding History

Family 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
2023 Q3	–	Sell	-24,729	Closed	-$204K	–	172
2023 Q2	$204K	Hold	24,729	–	–	0.04%	132
2023 Q1	$260K	Buy	+24,729	New	+$288K	0.06%	100

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

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Family Management's TDS Position: Q3 2023 in Review

Family Management sold out of Telephone and Data Systems (TDS) in Q3 2023, closing a stake of 24,729 shares — an estimated $204K sold.

Family Management first reported a position in TDS in Q1 2023 and held it in 2 quarters. The position peaked at $260K in Q1 2023. 258 funds tracked by Wall St. Rank hold TDS as of Q3 2023.

Family Management reported no remaining Telephone and Data Systems position as of Q3 2023 after selling out during the quarter.
Family Management sold 24,729 Telephone and Data Systems shares in Q3 2023, an estimated $204K.
Family Management first reported a position in Telephone and Data Systems in Q1 2023 and held it in 2 quarters.
Family Management's Telephone and Data Systems position peaked at $260K in Q1 2023.
258 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2023.

Based on Family Management's 13F filing for Q3 2023, filed 14 Nov 2023.