Heritage Financial Services’s TE Connectivity TEL Stock Holding History

Heritage Financial Services’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 Q3	–	Sell	-8	Closed	–	–	426
2022 Q2	$0	Buy	+8	New	+$991	﹤0.01%	538

Other funds holding TEL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Heritage Financial Services's TEL Position: Q3 2022 in Review

Heritage Financial Services sold out of TE Connectivity (TEL) in Q3 2022, closing a stake of 8 shares.

Heritage Financial Services first reported a position in TEL in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 862 funds tracked by Wall St. Rank hold TEL as of Q3 2022.

Heritage Financial Services reported no remaining TE Connectivity position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 8 TE Connectivity shares in Q3 2022.
Heritage Financial Services first reported a position in TE Connectivity in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's TE Connectivity position peaked at $0 in Q2 2022.
862 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.