Retirement Capital Strategies’s TE Connectivity TEL Stock Holding History

Retirement Capital Strategies’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
2022 Q4	–	Sell	-2,500	Closed	-$276K	–	52
2022 Q3	$276K	Hold	2,500	–	–	0.13%	44
2022 Q2	$283K	Hold	2,500	–	–	0.13%	52
2022 Q1	$309K	Hold	2,500	–	–	0.12%	47
2021 Q4	$403K	Hold	2,500	–	–	0.15%	55
2021 Q3	$343K	Hold	2,500	–	–	0.13%	58
2021 Q2	$338K	Hold	2,500	–	–	0.13%	67
2021 Q1	$323K	Hold	2,500	–	–	0.13%	64
2020 Q4	$303K	Hold	2,500	–	–	0.12%	57
2020 Q3	$242K	Hold	2,500	–	–	0.11%	55
2020 Q2	$204K	Buy	+2,500	New	+$188K	0.1%	44
2020 Q1	–	Sell	-2,500	Closed	-$240K	–	53
2019 Q4	$240K	Hold	2,500	–	–	0.11%	49
2019 Q3	$233K	Hold	2,500	–	–	0.12%	48
2019 Q2	$240K	Hold	2,500	–	–	0.12%	44
2019 Q1	$202K	Buy	+2,500	New	+$202K	0.1%	48
2018 Q4	–	Sell	-2,500	Closed	-$220K	–	55
2018 Q3	$220K	Hold	2,500	–	–	0.11%	43
2018 Q2	$225K	Hold	2,500	–	–	0.12%	28
2018 Q1	$250K	Hold	2,500	–	–	0.13%	18
2017 Q4	$238K	Buy	+2,500	New	+$230K	0.12%	19

Other funds holding TEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Retirement Capital Strategies's TEL Position: Q4 2022 in Review

Retirement Capital Strategies sold out of TE Connectivity (TEL) in Q4 2022, closing a stake of 2,500 shares — an estimated $276K sold.

Retirement Capital Strategies first reported a position in TEL in Q4 2017 and held it in 18 quarters. The position peaked at $403K in Q4 2021. 889 funds tracked by Wall St. Rank hold TEL as of Q4 2022.

Retirement Capital Strategies reported no remaining TE Connectivity position as of Q4 2022 after selling out during the quarter.
Retirement Capital Strategies sold 2,500 TE Connectivity shares in Q4 2022, an estimated $276K.
Retirement Capital Strategies first reported a position in TE Connectivity in Q4 2017 and held it in 18 quarters.
Retirement Capital Strategies's TE Connectivity position peaked at $403K in Q4 2021.
889 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2022.

Based on Retirement Capital Strategies's 13F filing for Q4 2022, filed 7 Feb 2023.