Next Financial Group’s Teledyne Technologies TDY Stock Holding History

Next Financial Group’s Portfolio TDY Stock Details TDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$415K	Buy	949 +151	+19%	+$65.7K	0.03%	623
2021 Q3	$343K	Buy	798 +7	+0.9%	+$3.09K	0.03%	611
2021 Q2	$331K	Buy	791 +16	+2%	+$6.8K	0.03%	626
2021 Q1	$320K	Buy	775 +26	+3%	+$10K	0.03%	604
2020 Q4	$294K	Sell	749 -4	-0.5%	-$1.44K	0.03%	570
2020 Q3	$233K	Buy	+753	New	+$238K	0.03%	570
2020 Q2	–	Sell	-802	Closed	-$239K	–	1764
2020 Q1	$239K	Sell	802 -272	-25%	-$93.4K	0.03%	484
2019 Q4	$372K	Sell	1,074 -493	-31%	-$166K	0.04%	445
2019 Q3	$505K	Buy	1,567 +1,213	+343%	+$362K	0.05%	357
2019 Q2	$97K	Buy	+354	New	+$88.2K	0.01%	917

Other funds holding TDY

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Next Financial Group's TDY Position: Q4 2021 in Review

Next Financial Group increased its Teledyne Technologies (TDY) stake by 19% in Q4 2021, buying an estimated $65.7K and bringing the position to 949 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #623.

Next Financial Group first reported a position in TDY in Q2 2019 and has held it in 10 quarters since. The position peaked at $505K in Q3 2019. 609 funds tracked by Wall St. Rank hold TDY as of Q4 2021.

Next Financial Group held 949 shares of Teledyne Technologies worth $415K as of Q4 2021.
Next Financial Group bought 151 Teledyne Technologies shares in Q4 2021, an estimated $65.7K.
Teledyne Technologies made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #623 holding.
Next Financial Group first reported a position in Teledyne Technologies in Q2 2019 and has held it in 10 quarters since.
Next Financial Group's Teledyne Technologies position peaked at $505K in Q3 2019.
609 funds tracked by Wall St. Rank held Teledyne Technologies as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.