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Lake Street Advisors Group’s TE Connectivity TEL Stock Holding History

Lake Street Advisors Group’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
Q4 		$310K Buy
2,171
+109
+5% +$16.2K 0.01% 437
2024
Q3 		$311K Buy
2,062
+1
+0% +$150 0.01% 442
2024
Q2 		$310K Sell
2,061
-466
-18% -$68.3K 0.01% 438
2024
Q1 		$367K Buy
2,527
+192
+8% +$26.9K 0.02% 407
2023
Q4 		$328K Buy
+2,335
New +$300K 0.02% 411

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lake Street Advisors Group's TEL Position: Q4 2024 in Review

Lake Street Advisors Group increased its TE Connectivity (TEL) stake by 5.3% in Q4 2024, buying an estimated $16.2K and bringing the position to 2,171 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #437.

Lake Street Advisors Group first reported a position in TEL in Q4 2023 and has held it in 5 quarters since. The position peaked at $367K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold TEL as of Q4 2024.

  • Lake Street Advisors Group held 2,171 shares of TE Connectivity worth $310K as of Q4 2024.
  • Lake Street Advisors Group bought 109 TE Connectivity shares in Q4 2024, an estimated $16.2K.
  • TE Connectivity made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #437 holding.
  • Lake Street Advisors Group first reported a position in TE Connectivity in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's TE Connectivity position peaked at $367K in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.