Safeguard Financial’s TE Connectivity TEL Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-40	Closed	-$5K	–	498
2023 Q2	$5K	Buy	+40	New	+$5.06K	﹤0.01%	407

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Safeguard Financial's TEL Position: Q3 2023 in Review

Safeguard Financial sold out of TE Connectivity (TEL) in Q3 2023, closing a stake of 40 shares — an estimated $5K sold.

Safeguard Financial first reported a position in TEL in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 912 funds tracked by Wall St. Rank hold TEL as of Q3 2023.

Safeguard Financial reported no remaining TE Connectivity position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 40 TE Connectivity shares in Q3 2023, an estimated $5K.
Safeguard Financial first reported a position in TE Connectivity in Q2 2023 and held it in 1 quarter.
Safeguard Financial's TE Connectivity position peaked at $5K in Q2 2023.
912 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.