Marks Group Wealth Management’s TE Connectivity TEL Stock Holding History

Marks Group 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
2023 Q2	–	Sell	-4,456	Closed	-$584K	–	286
2023 Q1	$584K	Sell	4,456 -3,351	-43%	-$424K	0.07%	199
2022 Q4	$896K	Sell	7,807 -563	-7%	-$66.9K	0.12%	168
2022 Q3	$924K	Sell	8,370 -539	-6%	-$67.1K	0.14%	158
2022 Q2	$1.01M	Sell	8,909 -66	-0.7%	-$8.18K	0.15%	156
2022 Q1	$1.18M	Buy	8,975 +1,260	+16%	+$180K	0.15%	150
2021 Q4	$1.25M	Buy	7,715 +3,890	+102%	+$601K	0.15%	146
2021 Q3	$526K	Buy	+3,825	New	+$552K	0.07%	199

Other funds holding TEL

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

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

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

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

Marks Group Wealth Management's TEL Position: Q2 2023 in Review

Marks Group Wealth Management sold out of TE Connectivity (TEL) in Q2 2023, closing a stake of 4,456 shares — an estimated $584K sold.

Marks Group Wealth Management first reported a position in TEL in Q3 2021 and held it in 7 quarters. The position peaked at $1.25M in Q4 2021. 893 funds tracked by Wall St. Rank hold TEL as of Q2 2023.

Marks Group Wealth Management reported no remaining TE Connectivity position as of Q2 2023 after selling out during the quarter.
Marks Group Wealth Management sold 4,456 TE Connectivity shares in Q2 2023, an estimated $584K.
Marks Group Wealth Management first reported a position in TE Connectivity in Q3 2021 and held it in 7 quarters.
Marks Group Wealth Management's TE Connectivity position peaked at $1.25M in Q4 2021.
893 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2023.

Based on Marks Group Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.