LPIC
TER icon

LeJeune Puetz Investment Counsel’s Teradyne TER Stock Holding History

LeJeune Puetz Investment Counsel’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 		$2.5M Buy
23,225
+625
+3% +$63.9K 0.89% 37
2022
Q4 		$1.97M Buy
22,600
+925
+4% +$79.3K 0.74% 45
2022
Q3 		$1.63M Buy
21,675
+1,675
+8% +$153K 0.67% 49
2022
Q2 		$1.79M Buy
20,000
+2,575
+15% +$268K 0.7% 47
2022
Q1 		$2.06M Buy
17,425
+925
+6% +$117K 0.72% 44
2021
Q4 		$2.7M Hold
16,500
– – 0.91% 35
2021
Q3 		$1.8M Hold
16,500
– – 0.66% 49
2021
Q2 		$2.21M Hold
16,500
– – 0.82% 42
2021
Q1 		$2.01M Sell
16,500
-1,150
-7% -$144K 0.79% 44
2020
Q4 		$2.12M Sell
17,650
-750
-4% -$76.6K 0.91% 36
2020
Q3 		$1.46M Sell
18,400
-300
-2% -$25.4K 0.72% 51
2020
Q2 		$1.58M Hold
18,700
– – 0.83% 41
2020
Q1 		$1.01M Sell
18,700
-900
-5% -$57.1K 0.59% 59
2019
Q4 		$1.34M Hold
19,600
– – 0.63% 57
2019
Q3 		$1.14M Sell
19,600
-500
-2% -$26.5K 0.58% 59
2019
Q2 		$963K Hold
20,100
– – 0.5% 63
2019
Q1 		$801K Buy
20,100
+1,600
+9% +$59.8K 0.44% 69
2018
Q4 		$581K Buy
18,500
+2,250
+14% +$76.3K 0.36% 77
2018
Q3 		$601K Buy
16,250
+225
+1% +$9.06K 0.35% 80
2018
Q2 		$610K Sell
16,025
-4,275
-21% -$167K 0.38% 79
2018
Q1 		$928K Hold
20,300
– – 0.57% 63
2017
Q4 		$850K Sell
20,300
-6,000
-23% -$247K 0.52% 68
2017
Q3 		$981K Sell
26,300
-2,000
-7% -$69.3K 0.63% 62
2017
Q2 		$850K Sell
28,300
-500
-2% -$16.8K 0.58% 64
2017
Q1 		$896K Buy
+28,800
New +$823K 0.64% 60

Other funds holding TER

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

LeJeune Puetz Investment Counsel's TER Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Teradyne (TER) stake by 2.8% in Q1 2023, buying an estimated $63.9K and bringing the position to 23,225 shares worth $2.5M. The position accounts for 0.89% of the portfolio, ranked #37.

LeJeune Puetz Investment Counsel first reported a position in TER in Q1 2017 and has held it in 25 quarters since. The position peaked at $2.7M in Q4 2021. 661 funds tracked by Wall St. Rank hold TER as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 23,225 shares of Teradyne worth $2.5M as of Q1 2023.
  • LeJeune Puetz Investment Counsel bought 625 Teradyne shares in Q1 2023, an estimated $63.9K.
  • Teradyne made up 0.89% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #37 holding.
  • LeJeune Puetz Investment Counsel first reported a position in Teradyne in Q1 2017 and has held it in 25 quarters since.
  • LeJeune Puetz Investment Counsel's Teradyne position peaked at $2.7M in Q4 2021.
  • 661 funds tracked by Wall St. Rank held Teradyne as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.