LifePlan Financial Group’s TE Connectivity TEL Stock Holding History

LifePlan Financial 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
2020 Q3	$2K	Hold	25	–	–	﹤0.01%	532
2020 Q2	$2K	Hold	25	–	–	﹤0.01%	538
2020 Q1	$2K	Hold	25	–	–	﹤0.01%	512
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	518
2019 Q3	$2K	Hold	25	–	–	﹤0.01%	514
2019 Q2	$2K	Hold	25	–	–	﹤0.01%	514
2019 Q1	$2K	Buy	+25	New	+$2.02K	﹤0.01%	516
2014 Q2	–	Sell	-72	Closed	-$4K	–	202
2014 Q1	$4K	Hold	72	–	–	﹤0.01%	216
2013 Q4	$4K	Hold	72	–	–	﹤0.01%	202
2013 Q3	$4K	Hold	72	–	–	﹤0.01%	181
2013 Q2	$3K	Buy	+72	New	+$3.15K	﹤0.01%	162

Other funds holding TEL

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LifePlan Financial Group's TEL Position: Q3 2020 in Review

LifePlan Financial Group held its TE Connectivity (TEL) position steady in Q3 2020 at 25 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

LifePlan Financial Group first reported a position in TEL in Q2 2013 and has held it in 11 quarters since. The position peaked at $4K in Q1 2014. 684 funds tracked by Wall St. Rank hold TEL as of Q3 2020.

LifePlan Financial Group held 25 shares of TE Connectivity worth $2K as of Q3 2020.
LifePlan Financial Group left its TE Connectivity share count unchanged in Q3 2020.
TE Connectivity made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #532 holding.
LifePlan Financial Group first reported a position in TE Connectivity in Q2 2013 and has held it in 11 quarters since.
LifePlan Financial Group's TE Connectivity position peaked at $4K in Q1 2014.
684 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.