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Life Planning Partners’s TE Connectivity TEL Stock Holding History

Life Planning Partners’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
Q1 		– Sell
-386
Closed -$54.2K – 220
2023
Q4 		$54.2K Buy
+386
New +$49.6K 0.05% 100
2022
Q3 		$41.4K Hold
375
– – 0.05% 94
2022
Q2 		$42K Hold
375
– – 0.05% 94
2022
Q1 		$49K Hold
375
– – 0.05% 92
2021
Q4 		$61K Buy
+375
New +$58K 0.06% 83

Other funds holding TEL

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Life Planning Partners's TEL Position: Q1 2024 in Review

Life Planning Partners sold out of TE Connectivity (TEL) in Q1 2024, closing a stake of 386 shares — an estimated $54.2K sold.

Life Planning Partners first reported a position in TEL in Q4 2021 and held it in 5 quarters. The position peaked at $61K in Q4 2021. 988 funds tracked by Wall St. Rank hold TEL as of Q1 2024.

  • Life Planning Partners reported no remaining TE Connectivity position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 386 TE Connectivity shares in Q1 2024, an estimated $54.2K.
  • Life Planning Partners first reported a position in TE Connectivity in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's TE Connectivity position peaked at $61K in Q4 2021.
  • 988 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.