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Safeguard Financial’s Teradyne TER Stock Holding History

Safeguard Financial’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,561
Closed -$231K – 129
2024
Q2 		$231K Buy
+1,561
New +$198K 0.06% 91
2023
Q4 		– Sell
-2,312
Closed -$232K – 84
2023
Q3 		$232K Buy
+2,312
New +$244K 0.11% 64

Other funds holding TER

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Safeguard Financial's TER Position: Q3 2024 in Review

Safeguard Financial sold out of Teradyne (TER) in Q3 2024, closing a stake of 1,561 shares — an estimated $231K sold.

Safeguard Financial first reported a position in TER in Q3 2023 and held it in 2 quarters. The position peaked at $232K in Q3 2023. 753 funds tracked by Wall St. Rank hold TER as of Q3 2024.

  • Safeguard Financial reported no remaining Teradyne position as of Q3 2024 after selling out during the quarter.
  • Safeguard Financial sold 1,561 Teradyne shares in Q3 2024, an estimated $231K.
  • Safeguard Financial first reported a position in Teradyne in Q3 2023 and held it in 2 quarters.
  • Safeguard Financial's Teradyne position peaked at $232K in Q3 2023.
  • 753 funds tracked by Wall St. Rank held Teradyne as of Q3 2024.

Based on Safeguard Financial's 13F filing for Q3 2024, filed 15 Oct 2024.