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Landmark Financial Advisors’s TE Connectivity TEL Stock Holding History

Landmark Financial Advisors’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
2023
Q4 		$286K Buy
2,037
+1
+0% +$129 0.1% 80
2023
Q3 		$251K Buy
2,036
+2
+0.1% +$267 0.1% 80
2023
Q2 		$285K Sell
2,034
-299
-13% -$37.8K 0.12% 75
2023
Q1 		$306K Sell
2,333
-415
-15% -$52.5K 0.13% 69
2022
Q4 		$315K Buy
2,748
+1
+0% +$119 0.15% 67
2022
Q3 		$303K Buy
2,747
+2
+0.1% +$249 0.16% 67
2022
Q2 		$311K Sell
2,745
-100
-4% -$12.4K 0.15% 67
2022
Q1 		$354K Buy
2,845
+2
+0.1% +$286 0.17% 66
2021
Q4 		$459K Buy
2,843
+121
+4% +$18.7K 0.2% 55
2021
Q3 		$351K Sell
2,722
-1
-0% -$144 0.19% 56
2021
Q2 		$368K Buy
2,723
+1
+0% +$134 0.18% 56
2021
Q1 		$351K Sell
2,722
-149
-5% -$19.1K 0.19% 56
2020
Q4 		$375K Buy
2,871
+1
+0% +$110 0.21% 51
2020
Q3 		$291K Sell
2,870
-289
-9% -$26.6K 0.18% 54
2020
Q2 		$261K Sell
3,159
-69
-2% -$5.2K 0.17% 57
2020
Q1 		$226K Buy
3,228
+2
+0.1% +$171 0.16% 59
2019
Q4 		$324K Buy
+3,226
New +$299K 0.19% 53

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Landmark Financial Advisors's TEL Position: Q4 2023 in Review

Landmark Financial Advisors increased its TE Connectivity (TEL) stake by 0.05% in Q4 2023, buying an estimated $129 and bringing the position to 2,037 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #80.

Landmark Financial Advisors first reported a position in TEL in Q4 2019 and has held it in 17 quarters since. The position peaked at $459K in Q4 2021. 976 funds tracked by Wall St. Rank hold TEL as of Q4 2023.

  • Landmark Financial Advisors held 2,037 shares of TE Connectivity worth $286K as of Q4 2023.
  • Landmark Financial Advisors bought 1 TE Connectivity share in Q4 2023, an estimated $129.
  • TE Connectivity made up 0.1% of Landmark Financial Advisors's portfolio in Q4 2023, its #80 holding.
  • Landmark Financial Advisors first reported a position in TE Connectivity in Q4 2019 and has held it in 17 quarters since.
  • Landmark Financial Advisors's TE Connectivity position peaked at $459K in Q4 2021.
  • 976 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.