Simon Quick Advisors’s Bio-Techne TECH Stock Holding History

Simon Quick Advisors’s Portfolio TECH Stock Details TECH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,710	Closed	-$276K	–	614
2025 Q1	$276K	Buy	4,710 +150	+3%	+$10.2K	0.02%	462
2024 Q4	$328K	Buy	4,560 +485	+12%	+$35.6K	0.02%	339
2024 Q3	$326K	Sell	4,075 -1,003	-20%	-$75.4K	0.02%	304
2024 Q2	$364K	Buy	5,078 +1,483	+41%	+$109K	0.03%	261
2024 Q1	$253K	Buy	3,595 +510	+17%	+$36.5K	0.02%	338
2023 Q4	$238K	Sell	3,085 -35	-1%	-$2.31K	0.02%	281
2023 Q3	$212K	Buy	+3,120	New	+$246K	0.02%	300
2023 Q2	–	Sell	-3,537	Closed	-$262K	–	296
2023 Q1	$262K	Buy	+3,537	New	+$273K	0.03%	227
2020 Q3	–	Sell	-320	Closed	-$21K	–	501
2020 Q2	$21K	Hold	320	–	–	0.01%	289
2020 Q1	$15K	Buy	+320	New	+$16K	0.01%	300

Other funds holding TECH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return