InceptionR’s TFS Financial TFSL Stock Holding History

InceptionR’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-28,066	Closed	-$354K	–	867
2024 Q2	$354K	Sell	28,066 -846	-3%	-$10.6K	0.1%	369
2024 Q1	$363K	Buy	+28,912	New	+$382K	0.09%	371

Other funds holding TFSL

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

InceptionR's TFSL Position: Q3 2024 in Review

InceptionR sold out of TFS Financial (TFSL) in Q3 2024, closing a stake of 28,066 shares — an estimated $354K sold.

InceptionR first reported a position in TFSL in Q1 2024 and held it in 2 quarters. The position peaked at $363K in Q1 2024. 166 funds tracked by Wall St. Rank hold TFSL as of Q3 2024.

InceptionR reported no remaining TFS Financial position as of Q3 2024 after selling out during the quarter.
InceptionR sold 28,066 TFS Financial shares in Q3 2024, an estimated $354K.
InceptionR first reported a position in TFS Financial in Q1 2024 and held it in 2 quarters.
InceptionR's TFS Financial position peaked at $363K in Q1 2024.
166 funds tracked by Wall St. Rank held TFS Financial as of Q3 2024.

Based on InceptionR's 13F filing for Q3 2024, filed 8 Nov 2024.