INVST’s Teradata TDC Stock Holding History

INVST’s Portfolio TDC Stock Details TDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,950	Closed	-$384K	–	185
2023 Q1	$384K	Hold	9,950	–	–	0.06%	131
2022 Q4	$347K	Buy	9,950 +750	+8%	+$24.1K	0.05%	132
2022 Q3	$273K	Hold	9,200	–	–	0.05%	142
2022 Q2	$328K	Hold	9,200	–	–	0.05%	142
2022 Q1	$317K	Hold	9,200	–	–	0.05%	145
2021 Q4	$437K	Hold	9,200	–	–	0.07%	130
2021 Q3	$528K	Hold	9,200	–	–	0.08%	105
2021 Q2	$406K	Hold	9,200	–	–	0.07%	121
2021 Q1	$455K	Sell	9,200 -6,710	-42%	-$245K	0.08%	115
2020 Q4	$357K	Hold	15,910	–	–	0.06%	132
2020 Q3	$354K	Hold	15,910	–	–	0.08%	106
2020 Q2	$328K	Hold	15,910	–	–	0.1%	99
2020 Q1	$314K	Hold	15,910	–	–	0.13%	67
2019 Q4	$426K	Sell	15,910 -5	-0%	-$139	0.16%	58
2019 Q3	$478K	Hold	15,915	–	–	0.22%	52
2019 Q2	$585K	Hold	15,915	–	–	0.3%	36
2019 Q1	$694K	Hold	15,915	–	–	0.35%	33
2018 Q4	$610K	Hold	15,915	–	–	0.34%	27
2018 Q3	$596K	Hold	15,915	–	–	0.3%	32
2018 Q2	$639K	Hold	15,915	–	–	0.37%	32
2018 Q1	$623K	Buy	+15,915	New	+$627K	0.4%	27
2017 Q3	–	Sell	-15,915	Closed	-$495K	–	33
2017 Q2	$495K	Buy	+15,915	New	+$466K	0.7%	23

Other funds holding TDC

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

INVST's TDC Position: Q2 2023 in Review

INVST sold out of Teradata (TDC) in Q2 2023, closing a stake of 9,950 shares — an estimated $384K sold.

INVST first reported a position in TDC in Q2 2017 and held it in 22 quarters. The position peaked at $694K in Q1 2019. 405 funds tracked by Wall St. Rank hold TDC as of Q2 2023.

INVST reported no remaining Teradata position as of Q2 2023 after selling out during the quarter.
INVST sold 9,950 Teradata shares in Q2 2023, an estimated $384K.
INVST first reported a position in Teradata in Q2 2017 and held it in 22 quarters.
INVST's Teradata position peaked at $694K in Q1 2019.
405 funds tracked by Wall St. Rank held Teradata as of Q2 2023.

Based on INVST's 13F filing for Q2 2023, filed 28 Jul 2023.