Hennion & Walsh Asset Management’s Teradyne TER Stock Holding History

Hennion & Walsh Asset Management’s Portfolio TER Stock Details TER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,734	Closed	-$232K	–	908
2024 Q3	$232K	Sell	1,734 -47	-3%	-$6.33K	0.01%	804
2024 Q2	$264K	Sell	1,781 -2,296	-56%	-$292K	0.01%	758
2024 Q1	$460K	Sell	4,077 -131	-3%	-$13.7K	0.02%	587
2023 Q4	$457K	Sell	4,208 -2,295	-35%	-$218K	0.03%	573
2023 Q3	$653K	Sell	6,503 -122	-2%	-$12.9K	0.04%	455
2023 Q2	$738K	Sell	6,625 -1,825	-22%	-$183K	0.04%	429
2023 Q1	$908K	Sell	8,450 -350	-4%	-$35.8K	0.06%	379
2022 Q4	$769K	Sell	8,800 -2,538	-22%	-$218K	0.05%	397
2022 Q3	$852K	Buy	11,338 +115	+1%	+$10.5K	0.06%	364
2022 Q2	$1M	Sell	11,223 -4,212	-27%	-$438K	0.06%	309
2022 Q1	$1.82M	Buy	15,435 +375	+2%	+$47.5K	0.1%	231
2021 Q4	$2.46M	Buy	15,060 +2,205	+17%	+$310K	0.12%	212
2021 Q3	$1.4M	Buy	12,855 +366	+3%	+$44.5K	0.07%	289
2021 Q2	$1.67M	Sell	12,489 -2,410	-16%	-$308K	0.09%	268
2021 Q1	$1.81M	Buy	+14,899	New	+$1.87M	0.11%	250

Other funds holding TER

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Geode Capital Management

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

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return