SSA
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Sierra Summit Advisors’s Telephone and Data Systems TDS Stock Holding History

Sierra Summit Advisors’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,232
Closed -$613K – 212
2025
Q2 		$613K Buy
+17,232
New +$605K 0.11% 141

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sierra Summit Advisors's TDS Position: Q3 2025 in Review

Sierra Summit Advisors sold out of Telephone and Data Systems (TDS) in Q3 2025, closing a stake of 17,232 shares — an estimated $613K sold.

Sierra Summit Advisors first reported a position in TDS in Q2 2025 and held it in 1 quarter. The position peaked at $613K in Q2 2025. 321 funds tracked by Wall St. Rank hold TDS as of Q3 2025.

  • Sierra Summit Advisors reported no remaining Telephone and Data Systems position as of Q3 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 17,232 Telephone and Data Systems shares in Q3 2025, an estimated $613K.
  • Sierra Summit Advisors first reported a position in Telephone and Data Systems in Q2 2025 and held it in 1 quarter.
  • Sierra Summit Advisors's Telephone and Data Systems position peaked at $613K in Q2 2025.
  • 321 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2025.

Based on Sierra Summit Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.