Fusion Family Wealth’s TE Connectivity TEL Stock Holding History

Fusion Family 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
2021 Q2	–	Sell	-50	Closed	-$6K	–	91
2021 Q1	$6K	Hold	50	–	–	﹤0.01%	91
2020 Q4	$6K	Hold	50	–	–	﹤0.01%	84
2020 Q3	$5K	Sell	50 -20	-29%	-$1.84K	﹤0.01%	88
2020 Q2	$6K	Sell	70 -20	-22%	-$1.51K	﹤0.01%	88
2020 Q1	$6K	Buy	90 +40	+80%	+$3.42K	﹤0.01%	101
2019 Q4	$5K	Sell	50 -243	-83%	-$22.5K	﹤0.01%	111
2019 Q3	$27K	Buy	293 +183	+166%	+$16.8K	0.01%	81
2019 Q2	$11K	Buy	110 +60	+120%	+$5.41K	﹤0.01%	116
2019 Q1	$4K	Sell	50 -60	-55%	-$4.84K	﹤0.01%	129
2018 Q4	$8K	Hold	110	–	–	﹤0.01%	191
2018 Q3	$10K	Hold	110	–	–	﹤0.01%	194
2018 Q2	$10K	Hold	110	–	–	﹤0.01%	211
2018 Q1	$11K	Hold	110	–	–	﹤0.01%	199
2017 Q4	$10K	Buy	110 +60	+120%	+$5.52K	﹤0.01%	210
2017 Q3	$4K	Sell	50 -60	-55%	-$4.82K	﹤0.01%	187
2017 Q2	$9K	Hold	110	–	–	﹤0.01%	208
2017 Q1	$8K	Sell	110 -560	-84%	-$41.2K	﹤0.01%	213
2016 Q4	$46K	Buy	+670	New	+$44.4K	0.03%	129

Other funds holding TEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital World Investors

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return