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Herold Advisors’s Teradyne TER Stock Holding History

Herold Advisors’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
2023
Q3 		– Sell
-7,057
Closed -$786K – 259
2023
Q2 		$786K Buy
7,057
+1,001
+17% +$100K 0.24% 114
2023
Q1 		$651K Buy
+6,056
New +$619K 0.23% 113
2022
Q2 		– Sell
-1,620
Closed -$192K – 622
2022
Q1 		$192K Buy
+1,620
New +$205K 0.07% 203

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Herold Advisors's TER Position: Q3 2023 in Review

Herold Advisors sold out of Teradyne (TER) in Q3 2023, closing a stake of 7,057 shares — an estimated $786K sold.

Herold Advisors first reported a position in TER in Q1 2022 and held it in 3 quarters. The position peaked at $786K in Q2 2023. 682 funds tracked by Wall St. Rank hold TER as of Q3 2023.

  • Herold Advisors reported no remaining Teradyne position as of Q3 2023 after selling out during the quarter.
  • Herold Advisors sold 7,057 Teradyne shares in Q3 2023, an estimated $786K.
  • Herold Advisors first reported a position in Teradyne in Q1 2022 and held it in 3 quarters.
  • Herold Advisors's Teradyne position peaked at $786K in Q2 2023.
  • 682 funds tracked by Wall St. Rank held Teradyne as of Q3 2023.

Based on Herold Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.