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Mark Sheptoff Financial Planning’s Tyson Foods TSN Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio TSN Stock Details TSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-300
Closed -$15.3K – 405
2023
Q2 		$15.3K Buy
+300
New +$16.3K 0.01% 247
2015
Q4 		– Sell
-74
Closed -$3K – 428
2015
Q3 		$3K Buy
+74
New +$3.15K ﹤0.01% 325

Other funds holding TSN

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Mark Sheptoff Financial Planning's TSN Position: Q3 2023 in Review

Mark Sheptoff Financial Planning sold out of Tyson Foods (TSN) in Q3 2023, closing a stake of 300 shares — an estimated $15.3K sold.

Mark Sheptoff Financial Planning first reported a position in TSN in Q3 2015 and held it in 2 quarters. The position peaked at $15.3K in Q2 2023. 742 funds tracked by Wall St. Rank hold TSN as of Q3 2023.

  • Mark Sheptoff Financial Planning reported no remaining Tyson Foods position as of Q3 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Tyson Foods shares in Q3 2023, an estimated $15.3K.
  • Mark Sheptoff Financial Planning first reported a position in Tyson Foods in Q3 2015 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Tyson Foods position peaked at $15.3K in Q2 2023.
  • 742 funds tracked by Wall St. Rank held Tyson Foods as of Q3 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2023, filed 13 Nov 2023.