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Next Financial Group’s TE Connectivity TEL Stock Holding History

Next 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
2021
Q4 		$287K Buy
1,781
+1,221
+218% +$189K 0.02% 748
2021
Q3 		$77K Buy
560
+42
+8% +$6.06K 0.01% 1231
2021
Q2 		$70K Sell
518
-6
-1% -$804 0.01% 1255
2021
Q1 		$68K Buy
524
+88
+20% +$11.3K 0.01% 1163
2020
Q4 		$53K Hold
436
– – 0.01% 1190
2020
Q3 		$43K Buy
+436
New +$40.1K ﹤0.01% 1148
2020
Q2 		– Sell
-645
Closed -$40K – 1766
2020
Q1 		$40K Buy
645
+164
+34% +$14K 0.01% 1059
2019
Q4 		$46K Sell
481
-91
-16% -$8.43K ﹤0.01% 1223
2019
Q3 		$53K Buy
572
+54
+10% +$4.97K 0.01% 1132
2019
Q2 		$50K Sell
518
-71
-12% -$6.41K 0.01% 1164
2019
Q1 		$47K Buy
589
+361
+158% +$29.1K 0.01% 755
2018
Q4 		$17K Buy
228
+60
+36% +$4.62K ﹤0.01% 1162
2018
Q3 		$15K Buy
+168
New +$15.4K 0.01% 882
2017
Q4 		– Sell
-593
Closed -$52K – 1295
2017
Q3 		$52K Sell
593
-103
-15% -$8.28K 0.01% 689
2017
Q2 		$55K Sell
696
-60
-8% -$4.59K 0.01% 754
2017
Q1 		$58K Sell
756
-645
-46% -$47.4K 0.02% 669
2016
Q4 		$97K Buy
1,401
+895
+177% +$59.3K 0.02% 700
2016
Q3 		$33K Buy
506
+37
+8% +$2.26K 0.01% 1132
2016
Q2 		$26K Hold
469
– – 0.01% 875
2016
Q1 		$29K Buy
469
+149
+47% +$8.65K 0.01% 794
2015
Q4 		$20K Hold
320
– – 0.01% 921
2015
Q3 		$19K Buy
320
+75
+31% +$4.56K 0.01% 972
2015
Q2 		$15K Hold
245
– – 0.01% 1125
2015
Q1 		$17K Sell
245
-6
-2% -$412 0.01% 1056
2014
Q4 		$16K Sell
251
-81
-24% -$4.87K 0.01% 1068
2014
Q3 		$18K Buy
332
+282
+564% +$17.5K ﹤0.01% 1480
2014
Q2 		$3K Buy
+50
New +$3K ﹤0.01% 1027

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Next Financial Group increased its TE Connectivity (TEL) stake by 218% in Q4 2021, buying an estimated $189K and bringing the position to 1,781 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #748.

Next Financial Group first reported a position in TEL in Q2 2014 and has held it in 27 quarters since. 934 funds tracked by Wall St. Rank hold TEL as of Q4 2021.

  • Next Financial Group held 1,781 shares of TE Connectivity worth $287K as of Q4 2021.
  • Next Financial Group bought 1,221 TE Connectivity shares in Q4 2021, an estimated $189K.
  • TE Connectivity made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #748 holding.
  • Next Financial Group first reported a position in TE Connectivity in Q2 2014 and has held it in 27 quarters since.
  • 934 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2021.

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