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Marshall Financial Group (Maryland)’s TE Connectivity TEL Stock Holding History

Marshall Financial Group (Maryland)’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
Q4 		– Sell
-6,734
Closed -$1.02M – 232
2024
Q3 		$1.02M Buy
6,734
+122
+2% +$18.3K 0.24% 113
2024
Q2 		$995K Buy
+6,612
New +$970K 0.28% 98

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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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Marshall Financial Group (Maryland)'s TEL Position: Q4 2024 in Review

Marshall Financial Group (Maryland) sold out of TE Connectivity (TEL) in Q4 2024, closing a stake of 6,734 shares — an estimated $1.02M sold.

Marshall Financial Group (Maryland) first reported a position in TEL in Q2 2024 and held it in 2 quarters. The position peaked at $1.02M in Q3 2024. 1,018 funds tracked by Wall St. Rank hold TEL as of Q4 2024.

  • Marshall Financial Group (Maryland) reported no remaining TE Connectivity position as of Q4 2024 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 6,734 TE Connectivity shares in Q4 2024, an estimated $1.02M.
  • Marshall Financial Group (Maryland) first reported a position in TE Connectivity in Q2 2024 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s TE Connectivity position peaked at $1.02M in Q3 2024.
  • 1,018 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2024, filed 21 Jan 2025.