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Kelly Financial Services’s Tandem Diabetes Care TNDM Stock Holding History

Kelly Financial Services’s Portfolio TNDM Stock Details TNDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-150
Closed -$8.94K – 605
2019
Q4 		$8.94K Buy
+150
New +$9.25K 0.01% 239

Other funds holding TNDM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Kelly Financial Services's TNDM Position: Q1 2020 in Review

Kelly Financial Services sold out of Tandem Diabetes Care (TNDM) in Q1 2020, closing a stake of 150 shares — an estimated $8.94K sold.

Kelly Financial Services first reported a position in TNDM in Q4 2019 and held it in 1 quarter. The position peaked at $8.94K in Q4 2019. 279 funds tracked by Wall St. Rank hold TNDM as of Q1 2020.

  • Kelly Financial Services reported no remaining Tandem Diabetes Care position as of Q1 2020 after selling out during the quarter.
  • Kelly Financial Services sold 150 Tandem Diabetes Care shares in Q1 2020, an estimated $8.94K.
  • Kelly Financial Services first reported a position in Tandem Diabetes Care in Q4 2019 and held it in 1 quarter.
  • Kelly Financial Services's Tandem Diabetes Care position peaked at $8.94K in Q4 2019.
  • 279 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q1 2020.

Based on Kelly Financial Services's 13F filing for Q1 2020, filed 17 Jul 2024.