Loveless Wealth Management’s TE Connectivity TEL Stock Holding History

Loveless Wealth Management’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
2022 Q2	$833K	Sell	7,365 -100	-1%	-$12.4K	0.55%	62
2022 Q1	$978K	Sell	7,465 -250	-3%	-$35.8K	0.55%	60
2021 Q4	$1.25M	Sell	7,715 -150	-2%	-$23.2K	0.68%	49
2021 Q3	$1.08M	Sell	7,865 -75	-0.9%	-$10.8K	0.66%	53
2021 Q2	$1.07M	Sell	7,940 -25	-0.3%	-$3.35K	0.65%	57
2021 Q1	$1.03M	Hold	7,965	–	–	0.68%	54
2020 Q4	$964K	Sell	7,965 -112	-1%	-$12.3K	0.71%	53
2020 Q3	$789K	Hold	8,077	–	–	0.67%	52
2020 Q2	$659K	Sell	8,077 -150	-2%	-$11.3K	0.61%	56
2020 Q1	$518K	Sell	8,227 -200	-2%	-$17.1K	0.61%	57
2019 Q4	$804K	Buy	+8,427	New	+$780K	0.69%	53

Other funds holding TEL

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Loveless Wealth Management's TEL Position: Q2 2022 in Review

Loveless Wealth Management reduced its TE Connectivity (TEL) stake by 1.3% in Q2 2022, selling an estimated $12.4K and leaving 7,365 shares worth $833K. The position accounts for 0.55% of the portfolio, ranked #62.

Loveless Wealth Management first reported a position in TEL in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2021. 850 funds tracked by Wall St. Rank hold TEL as of Q2 2022.

Loveless Wealth Management held 7,365 shares of TE Connectivity worth $833K as of Q2 2022.
Loveless Wealth Management sold 100 TE Connectivity shares in Q2 2022, an estimated $12.4K.
TE Connectivity made up 0.55% of Loveless Wealth Management's portfolio in Q2 2022, its #62 holding.
Loveless Wealth Management first reported a position in TE Connectivity in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's TE Connectivity position peaked at $1.25M in Q4 2021.
850 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.