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Schubert & Co’s TFS Financial TFSL Stock Holding History

Schubert & Co’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-62
Closed -$784 – 1364
2023
Q1 		$784 Buy
62
+6
+11% +$84 ﹤0.01% 1291
2022
Q4 		$807 Sell
56
-23
-29% -$314 ﹤0.01% 1256
2022
Q3 		$1K Buy
79
+30
+61% +$425 ﹤0.01% 1265
2022
Q2 		$1K Buy
49
+30
+158% +$441 ﹤0.01% 1310
2022
Q1 		$0 Buy
19
+2
+12% +$34 ﹤0.01% 1332
2021
Q4 		$0 Buy
+17
New +$324 ﹤0.01% 1284

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Schubert & Co's TFSL Position: Q2 2023 in Review

Schubert & Co sold out of TFS Financial (TFSL) in Q2 2023, closing a stake of 62 shares — an estimated $784 sold.

Schubert & Co first reported a position in TFSL in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 142 funds tracked by Wall St. Rank hold TFSL as of Q2 2023.

  • Schubert & Co reported no remaining TFS Financial position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 62 TFS Financial shares in Q2 2023, an estimated $784.
  • Schubert & Co first reported a position in TFS Financial in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's TFS Financial position peaked at $1K in Q3 2022.
  • 142 funds tracked by Wall St. Rank held TFS Financial as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.