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Omnia Family Wealth’s Teledyne Technologies TDY Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-12
Closed -$3K – 471
2019
Q1 		$3K Hold
12
– – ﹤0.01% 416
2018
Q4 		$2K Hold
12
– – ﹤0.01% 447
2018
Q3 		$3K Hold
12
– – ﹤0.01% 392
2018
Q2 		$2K Hold
12
– – ﹤0.01% 465
2018
Q1 		$2K Hold
12
– – ﹤0.01% 483
2017
Q4 		$2K Sell
12
-22
-65% -$3.87K ﹤0.01% 495
2017
Q3 		$5K Hold
34
– – ﹤0.01% 350
2017
Q2 		$4K Hold
34
– – ﹤0.01% 476
2017
Q1 		$4K Hold
34
– – ﹤0.01% 469
2016
Q4 		$4K Buy
+34
New +$3.93K ﹤0.01% 470

Other funds holding TDY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Omnia Family Wealth's TDY Position: Q2 2019 in Review

Omnia Family Wealth sold out of Teledyne Technologies (TDY) in Q2 2019, closing a stake of 12 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in TDY in Q4 2016 and held it in 10 quarters. The position peaked at $5K in Q3 2017. 353 funds tracked by Wall St. Rank hold TDY as of Q2 2019.

  • Omnia Family Wealth reported no remaining Teledyne Technologies position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 12 Teledyne Technologies shares in Q2 2019, an estimated $3K.
  • Omnia Family Wealth first reported a position in Teledyne Technologies in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Teledyne Technologies position peaked at $5K in Q3 2017.
  • 353 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.