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FFM
Forum Financial Management’s
Teledyne Technologies
TDY
Stock Holding History
Forum Financial Management’s Portfolio
TDY Stock Details
TDY Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-1,185
Closed
-$605K
–
914
2025
Q4
$605K
Buy
1,185
+69
+6%
+$36.4K
0.01%
400
2025
Q3
$654K
Sell
1,116
-194
-15%
-$106K
0.01%
357
2025
Q2
$671K
Buy
1,310
+542
+71%
+$262K
0.01%
314
2025
Q1
$382K
Buy
768
+15
+2%
+$7.42K
0.01%
471
2024
Q4
$349K
Buy
753
+18
+2%
+$8.39K
0.01%
528
2024
Q3
$322K
Hold
735
–
–
0.01%
481
2024
Q2
$285K
Buy
735
+1
+0.1%
+$396
0.01%
500
2024
Q1
$315K
Hold
734
–
–
0.01%
483
2023
Q4
$328K
Buy
734
+195
+36%
+$78.3K
0.01%
420
2023
Q3
$220K
Hold
539
–
–
﹤0.01%
549
2023
Q2
$222K
Sell
539
-1
-0.2%
-$412
0.01%
575
2023
Q1
$242K
Buy
540
+1
+0.2%
+$424
0.01%
471
2022
Q4
$216K
Buy
+539
New
+$210K
0.01%
524
2022
Q3
–
Sell
-539
Closed
-$202K
–
598
2022
Q2
$202K
Sell
539
-120
-18%
-$50K
0.01%
526
2022
Q1
$311K
Sell
659
-41
-6%
-$17.6K
0.02%
380
2021
Q4
$306K
Buy
+700
New
+$304K
0.02%
411
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$5.7T AUM
30.48%
1-Year Est. Return
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$865B AUM
30.76%
1-Year Est. Return
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$4.04T AUM
VPM
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Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Aristotle Capital Management
Los Angeles, California
$47.8B AUM
13.38%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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