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Rockbridge Investment Management’s TE Connectivity TEL Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-120
Closed -$16.9K – 566
2023
Q4 		$16.9K Buy
+120
New +$15.4K ﹤0.01% 340
2022
Q3 		– Sell
-60
Closed -$6.79K – 538
2022
Q2 		$6.79K Hold
60
– – ﹤0.01% 418
2022
Q1 		$7.91K Hold
60
– – ﹤0.01% 549
2021
Q4 		$10K Hold
60
– – ﹤0.01% 574
2021
Q3 		$8K Hold
60
– – ﹤0.01% 558
2021
Q2 		$8K Hold
60
– – ﹤0.01% 560
2021
Q1 		$8K Sell
60
-21
-26% -$2.7K ﹤0.01% 537
2020
Q4 		$10K Hold
81
– – ﹤0.01% 505
2020
Q3 		$8K Sell
81
-9
-10% -$828 ﹤0.01% 490
2020
Q2 		$7K Buy
+90
New +$6.78K ﹤0.01% 465

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rockbridge Investment Management's TEL Position: Q1 2024 in Review

Rockbridge Investment Management sold out of TE Connectivity (TEL) in Q1 2024, closing a stake of 120 shares — an estimated $16.9K sold.

Rockbridge Investment Management first reported a position in TEL in Q2 2020 and held it in 10 quarters. The position peaked at $16.9K in Q4 2023. 988 funds tracked by Wall St. Rank hold TEL as of Q1 2024.

  • Rockbridge Investment Management reported no remaining TE Connectivity position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 120 TE Connectivity shares in Q1 2024, an estimated $16.9K.
  • Rockbridge Investment Management first reported a position in TE Connectivity in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's TE Connectivity position peaked at $16.9K in Q4 2023.
  • 988 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.