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Shepherd Financial Partners’s Teradyne TER Stock Holding History

Shepherd Financial Partners’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
2022
Q3 		– Sell
-3,167
Closed -$284K – 173
2022
Q2 		$284K Hold
3,167
– – 0.06% 139
2022
Q1 		$374K Buy
3,167
+499
+19% +$63.2K 0.07% 128
2021
Q4 		$436K Hold
2,668
– – 0.08% 120
2021
Q3 		$291K Sell
2,668
-13,256
-83% -$1.61M 0.06% 134
2021
Q2 		$2.13M Sell
15,924
-1,000
-6% -$128K 0.41% 47
2021
Q1 		$2.06M Sell
16,924
-3,000
-15% -$377K 0.46% 45
2020
Q4 		$2.39M Sell
19,924
-2,762
-12% -$282K 0.54% 36
2020
Q3 		$1.8M Buy
+22,686
New +$1.92M 0.42% 45

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Shepherd Financial Partners's TER Position: Q3 2022 in Review

Shepherd Financial Partners sold out of Teradyne (TER) in Q3 2022, closing a stake of 3,167 shares — an estimated $284K sold.

Shepherd Financial Partners first reported a position in TER in Q3 2020 and held it in 8 quarters. The position peaked at $2.39M in Q4 2020. 635 funds tracked by Wall St. Rank hold TER as of Q3 2022.

  • Shepherd Financial Partners reported no remaining Teradyne position as of Q3 2022 after selling out during the quarter.
  • Shepherd Financial Partners sold 3,167 Teradyne shares in Q3 2022, an estimated $284K.
  • Shepherd Financial Partners first reported a position in Teradyne in Q3 2020 and held it in 8 quarters.
  • Shepherd Financial Partners's Teradyne position peaked at $2.39M in Q4 2020.
  • 635 funds tracked by Wall St. Rank held Teradyne as of Q3 2022.

Based on Shepherd Financial Partners's 13F filing for Q3 2022, filed 9 Nov 2022.