Monte Financial Group’s TE Connectivity TEL Stock Holding History

Monte Financial Group’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	-9,038	Closed	-$1.36M	–	86
2024 Q3	$1.36M	Buy	9,038 +566	+7%	+$84.7K	0.57%	46
2024 Q2	$1.27M	Sell	8,472 -49	-0.6%	-$7.19K	0.56%	49
2024 Q1	$1.24M	Buy	8,521 +124	+1%	+$17.4K	0.54%	48
2023 Q4	$1.18M	Buy	8,397 +238	+3%	+$30.6K	0.55%	46
2023 Q3	$1.01M	Sell	8,159 -20	-0.2%	-$2.67K	0.51%	46
2023 Q2	$1.15M	Buy	8,179 +2,354	+40%	+$298K	0.56%	44
2023 Q1	$764K	Buy	5,825 +434	+8%	+$54.9K	0.4%	55
2022 Q4	$619K	Buy	5,391 +2,837	+111%	+$337K	0.32%	61
2022 Q3	$282K	Buy	+2,554	New	+$318K	0.17%	71

Other funds holding TEL

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Monte Financial Group's TEL Position: Q4 2024 in Review

Monte Financial Group sold out of TE Connectivity (TEL) in Q4 2024, closing a stake of 9,038 shares — an estimated $1.36M sold.

Monte Financial Group first reported a position in TEL in Q3 2022 and held it in 9 quarters. The position peaked at $1.36M in Q3 2024. 1,018 funds tracked by Wall St. Rank hold TEL as of Q4 2024.

Monte Financial Group reported no remaining TE Connectivity position as of Q4 2024 after selling out during the quarter.
Monte Financial Group sold 9,038 TE Connectivity shares in Q4 2024, an estimated $1.36M.
Monte Financial Group first reported a position in TE Connectivity in Q3 2022 and held it in 9 quarters.
Monte Financial Group's TE Connectivity position peaked at $1.36M in Q3 2024.
1,018 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2024.

Based on Monte Financial Group's 13F filing for Q4 2024, filed 21 Jan 2025.