Kays Financial Advisory’s TE Connectivity TEL Stock Holding History

Kays Financial Advisory’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
2020 Q3	$4.71M	Sell	48,190 -688	-1%	-$63.3K	0.76%	23
2020 Q2	$3.99M	Buy	48,878 +7,661	+19%	+$577K	0.69%	27
2020 Q1	$2.6M	Buy	41,217 +22,132	+116%	+$1.89M	0.53%	35
2019 Q4	$1.83M	Buy	19,085 +1,195	+7%	+$111K	0.32%	48
2019 Q3	$1.67M	Sell	17,890 -119	-0.7%	-$10.9K	0.31%	47
2019 Q2	$1.73M	Buy	18,009 +223	+1%	+$20.1K	0.32%	43
2019 Q1	$1.44M	Buy	17,786 +1,462	+9%	+$118K	0.28%	51
2018 Q4	$1.24M	Buy	16,324 +1,609	+11%	+$124K	0.28%	63
2018 Q3	$1.29M	Buy	+14,715	New	+$1.35M	0.28%	54

Other funds holding TEL

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kays Financial Advisory's TEL Position: Q3 2020 in Review

Kays Financial Advisory reduced its TE Connectivity (TEL) stake by 1.4% in Q3 2020, selling an estimated $63.3K and leaving 48,190 shares worth $4.71M. The position accounts for 0.76% of the portfolio, ranked #23.

Kays Financial Advisory first reported a position in TEL in Q3 2018 and has held it in 9 quarters since. 684 funds tracked by Wall St. Rank hold TEL as of Q3 2020.

Kays Financial Advisory held 48,190 shares of TE Connectivity worth $4.71M as of Q3 2020.
Kays Financial Advisory sold 688 TE Connectivity shares in Q3 2020, an estimated $63.3K.
TE Connectivity made up 0.76% of Kays Financial Advisory's portfolio in Q3 2020, its #23 holding.
Kays Financial Advisory first reported a position in TE Connectivity in Q3 2018 and has held it in 9 quarters since.
684 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.