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Lee Financial’s Teradyne TER Stock Holding History

Lee Financial’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6
Closed -$524 – 947
2022
Q4 		$524 Hold
6
– – ﹤0.01% 818
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1012
2022
Q2 		$1K Sell
6
-4
-40% -$416 ﹤0.01% 822
2022
Q1 		$1K Hold
10
– – ﹤0.01% 740
2021
Q4 		$2K Hold
10
– – ﹤0.01% 788
2021
Q3 		$1K Sell
10
-15
-60% -$1.82K ﹤0.01% 684
2021
Q2 		$3K Buy
+25
New +$3.2K ﹤0.01% 528
2019
Q1 		– Sell
-10
Closed – – 548
2018
Q4 		$0 Buy
+10
New +$339 ﹤0.01% 475

Other funds holding TER

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lee Financial's TER Position: Q1 2023 in Review

Lee Financial sold out of Teradyne (TER) in Q1 2023, closing a stake of 6 shares — an estimated $524 sold.

Lee Financial first reported a position in TER in Q4 2018 and held it in 8 quarters. The position peaked at $3K in Q2 2021. 661 funds tracked by Wall St. Rank hold TER as of Q1 2023.

  • Lee Financial reported no remaining Teradyne position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 6 Teradyne shares in Q1 2023, an estimated $524.
  • Lee Financial first reported a position in Teradyne in Q4 2018 and held it in 8 quarters.
  • Lee Financial's Teradyne position peaked at $3K in Q2 2021.
  • 661 funds tracked by Wall St. Rank held Teradyne as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.