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Okabena Investment Services’s Teledyne Technologies TDY Stock Holding History

Okabena Investment Services’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
2022
Q3 		– Sell
-182
Closed -$68K – 190
2022
Q2 		$68K Hold
182
– – 0.04% 119
2022
Q1 		$86K Hold
182
– – 0.04% 117
2021
Q4 		$80K Buy
+182
New +$79.2K 0.03% 137

Other funds holding TDY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Okabena Investment Services's TDY Position: Q3 2022 in Review

Okabena Investment Services sold out of Teledyne Technologies (TDY) in Q3 2022, closing a stake of 182 shares — an estimated $68K sold.

Okabena Investment Services first reported a position in TDY in Q4 2021 and held it in 3 quarters. The position peaked at $86K in Q1 2022. 563 funds tracked by Wall St. Rank hold TDY as of Q3 2022.

  • Okabena Investment Services reported no remaining Teledyne Technologies position as of Q3 2022 after selling out during the quarter.
  • Okabena Investment Services sold 182 Teledyne Technologies shares in Q3 2022, an estimated $68K.
  • Okabena Investment Services first reported a position in Teledyne Technologies in Q4 2021 and held it in 3 quarters.
  • Okabena Investment Services's Teledyne Technologies position peaked at $86K in Q1 2022.
  • 563 funds tracked by Wall St. Rank held Teledyne Technologies as of Q3 2022.

Based on Okabena Investment Services's 13F filing for Q3 2022, filed 14 Nov 2022.