James Investment Research’s TTEC Holdings TTEC Stock Holding History

James Investment Research’s Portfolio TTEC Stock Details TTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,238	Closed	-$195K	–	513
2023 Q1	$195K	Hold	5,238	–	–	0.03%	268
2022 Q4	$231K	Hold	5,238	–	–	0.03%	250
2022 Q3	$232K	Hold	5,238	–	–	0.03%	241
2022 Q2	$356K	Sell	5,238 -1,361	-21%	-$95.5K	0.05%	207
2022 Q1	$545K	Buy	6,599 +12	+0.2%	+$963	0.06%	195
2021 Q4	$596K	Buy	6,587 +501	+8%	+$45.4K	0.05%	194
2021 Q3	$569K	Buy	6,086 +1,386	+29%	+$141K	0.05%	191
2021 Q2	$485K	Hold	4,700	–	–	0.04%	214
2021 Q1	$472K	Sell	4,700 -5,000	-52%	-$424K	0.04%	215
2020 Q4	$707K	Hold	9,700	–	–	0.06%	178
2020 Q3	$529K	Buy	+9,700	New	+$511K	0.05%	195
2017 Q4	–	Sell	-41,800	Closed	-$1.75M	–	850
2017 Q3	$1.75M	Buy	+41,800	New	+$1.69M	0.06%	340

Other funds holding TTEC

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

AFR

Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

James Investment Research's TTEC Position: Q2 2023 in Review

James Investment Research sold out of TTEC Holdings (TTEC) in Q2 2023, closing a stake of 5,238 shares — an estimated $195K sold.

James Investment Research first reported a position in TTEC in Q3 2017 and held it in 12 quarters. The position peaked at $1.75M in Q3 2017. 192 funds tracked by Wall St. Rank hold TTEC as of Q2 2023.

James Investment Research reported no remaining TTEC Holdings position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 5,238 TTEC Holdings shares in Q2 2023, an estimated $195K.
James Investment Research first reported a position in TTEC Holdings in Q3 2017 and held it in 12 quarters.
James Investment Research's TTEC Holdings position peaked at $1.75M in Q3 2017.
192 funds tracked by Wall St. Rank held TTEC Holdings as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.