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Montag & Associates’s Tandem Diabetes Care TNDM Stock Holding History

Montag & Associates’s Portfolio TNDM Stock Details TNDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-20
Closed -$1K – 901
2022
Q2 		$1K Sell
20
-35
-64% -$2.87K ﹤0.01% 816
2022
Q1 		$6K Hold
55
– – ﹤0.01% 754
2021
Q4 		$8K Sell
55
-25
-31% -$3.37K ﹤0.01% 747
2021
Q3 		$10K Hold
80
– – ﹤0.01% 729
2021
Q2 		$8K Sell
80
-105
-57% -$9.36K ﹤0.01% 746
2021
Q1 		$16K Sell
185
-140
-43% -$13K ﹤0.01% 687
2020
Q4 		$31K Buy
+325
New +$33.5K ﹤0.01% 592

Other funds holding TNDM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Montag & Associates's TNDM Position: Q3 2022 in Review

Montag & Associates sold out of Tandem Diabetes Care (TNDM) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Montag & Associates first reported a position in TNDM in Q4 2020 and held it in 7 quarters. The position peaked at $31K in Q4 2020. 299 funds tracked by Wall St. Rank hold TNDM as of Q3 2022.

  • Montag & Associates reported no remaining Tandem Diabetes Care position as of Q3 2022 after selling out during the quarter.
  • Montag & Associates sold 20 Tandem Diabetes Care shares in Q3 2022, an estimated $1K.
  • Montag & Associates first reported a position in Tandem Diabetes Care in Q4 2020 and held it in 7 quarters.
  • Montag & Associates's Tandem Diabetes Care position peaked at $31K in Q4 2020.
  • 299 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q3 2022.

Based on Montag & Associates's 13F filing for Q3 2022, filed 9 Nov 2022.