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Institutional & Family Asset Management’s TE Connectivity TEL Stock Holding History

Institutional & Family Asset Management’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
2024
Q2 		$101K Sell
669
-4
-0.6% -$587 0.02% 185
2024
Q1 		$97.7K Sell
673
-49
-7% -$6.87K 0.02% 188
2023
Q4 		$101K Sell
722
-5
-0.7% -$643 0.02% 190
2023
Q3 		$89.8K Hold
727
– – 0.01% 183
2023
Q2 		$102K Sell
727
-17
-2% -$2.15K 0.02% 183
2023
Q1 		$97.6K Sell
744
-55
-7% -$6.96K 0.02% 178
2022
Q4 		$91.7K Hold
799
– – 0.02% 176
2022
Q3 		$88K Buy
799
+10
+1% +$1.25K 0.02% 179
2022
Q2 		$89K Sell
789
-1,090
-58% -$135K 0.02% 181
2022
Q1 		$246K Hold
1,879
– – 0.04% 142
2021
Q4 		$303K Hold
1,879
– – 0.05% 138
2021
Q3 		$258K Sell
1,879
-26
-1% -$3.75K 0.04% 156
2021
Q2 		$258K Hold
1,905
– – 0.04% 153
2021
Q1 		$246K Hold
1,905
– – 0.05% 163
2020
Q4 		$231K Sell
1,905
-8
-0.4% -$882 0.05% 171
2020
Q3 		$187K Hold
1,913
– – 0.04% 175
2020
Q2 		$156K Sell
1,913
-13
-0.7% -$979 0.03% 194
2020
Q1 		$121K Hold
1,926
– – 0.03% 189
2019
Q4 		$185K Sell
1,926
-3
-0.2% -$278 0.04% 174
2019
Q3 		$180K Buy
1,929
+2
+0.1% +$184 0.04% 166
2019
Q2 		$185K Sell
1,927
-11
-0.6% -$992 0.04% 170
2019
Q1 		$156K Hold
1,938
– – 0.03% 198
2018
Q4 		$147K Hold
1,938
– – 0.03% 189
2018
Q3 		$170K Hold
1,938
– – 0.03% 206
2018
Q2 		$175K Sell
1,938
-19
-1% -$1.82K 0.04% 193
2018
Q1 		$196K Buy
+1,957
New +$198K 0.04% 171

Other funds holding TEL

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's TEL Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its TE Connectivity (TEL) stake by 0.59% in Q2 2024, selling an estimated $587 and leaving 669 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #185.

Institutional & Family Asset Management first reported a position in TEL in Q1 2018 and has held it in 26 quarters since. The position peaked at $303K in Q4 2021. 1,000 funds tracked by Wall St. Rank hold TEL as of Q2 2024.

  • Institutional & Family Asset Management held 669 shares of TE Connectivity worth $101K as of Q2 2024.
  • Institutional & Family Asset Management sold 4 TE Connectivity shares in Q2 2024, an estimated $587.
  • TE Connectivity made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #185 holding.
  • Institutional & Family Asset Management first reported a position in TE Connectivity in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's TE Connectivity position peaked at $303K in Q4 2021.
  • 1,000 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.