Schwartz Investment Counsel’s Tyler Technologies TYL Stock Holding History

Schwartz Investment Counsel’s Portfolio TYL Stock Details TYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,141	Closed	-$827K	–	143
2023 Q3	$827K	Sell	2,141 -2,136	-50%	-$839K	0.04%	109
2023 Q2	$1.78M	Sell	4,277 -3,200	-43%	-$1.23M	0.08%	95
2023 Q1	$2.65M	Buy	7,477 +3,100	+71%	+$1.01M	0.12%	86
2022 Q4	$1.41M	Hold	4,377	–	–	0.06%	98
2022 Q3	$1.52M	Buy	4,377 +1,431	+49%	+$532K	0.08%	90
2022 Q2	$979K	Hold	2,946	–	–	0.05%	98
2022 Q1	$1.31M	Hold	2,946	–	–	0.06%	100
2021 Q4	$1.58M	Hold	2,946	–	–	0.06%	95
2021 Q3	$1.35M	Hold	2,946	–	–	0.06%	92
2021 Q2	$1.33M	Hold	2,946	–	–	0.05%	91
2021 Q1	$1.25M	Hold	2,946	–	–	0.05%	93
2020 Q4	$1.29M	Hold	2,946	–	–	0.06%	96
2020 Q3	$1.03M	Buy	2,946 +1,193	+68%	+$413K	0.05%	100
2020 Q2	$608K	Buy	+1,753	New	+$588K	0.03%	103

Other funds holding TYL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Schwartz Investment Counsel's TYL Position: Q4 2023 in Review

Schwartz Investment Counsel sold out of Tyler Technologies (TYL) in Q4 2023, closing a stake of 2,141 shares — an estimated $827K sold.

Schwartz Investment Counsel first reported a position in TYL in Q2 2020 and held it in 14 quarters. The position peaked at $2.65M in Q1 2023. 688 funds tracked by Wall St. Rank hold TYL as of Q4 2023.

Schwartz Investment Counsel reported no remaining Tyler Technologies position as of Q4 2023 after selling out during the quarter.
Schwartz Investment Counsel sold 2,141 Tyler Technologies shares in Q4 2023, an estimated $827K.
Schwartz Investment Counsel first reported a position in Tyler Technologies in Q2 2020 and held it in 14 quarters.
Schwartz Investment Counsel's Tyler Technologies position peaked at $2.65M in Q1 2023.
688 funds tracked by Wall St. Rank held Tyler Technologies as of Q4 2023.

Based on Schwartz Investment Counsel's 13F filing for Q4 2023, filed 26 Jan 2024.