Simplicity Solutions’s Teledyne Technologies TDY Stock Holding History

Simplicity Solutions’s Portfolio TDY Stock Details TDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$294K	Sell	659 -25	-4%	-$10K	0.01%	845
2023 Q3	$279K	Sell	684 -84	-11%	-$34.1K	0.01%	793
2023 Q2	$316K	Sell	768 -32	-4%	-$13.2K	0.01%	810
2023 Q1	$358K	Buy	800 +267	+50%	+$113K	0.01%	787
2022 Q4	$213K	Sell	533 -98	-16%	-$38.2K	0.03%	605
2022 Q3	$213K	Buy	+631	New	+$241K	0.03%	579
2022 Q2	–	Sell	-499	Closed	-$236K	–	696
2022 Q1	$236K	Buy	+499	New	+$215K	0.03%	556

Other funds holding TDY

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Solutions's TDY Position: Q4 2023 in Review

Simplicity Solutions reduced its Teledyne Technologies (TDY) stake by 3.7% in Q4 2023, selling an estimated $10K and leaving 659 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #845.

Simplicity Solutions first reported a position in TDY in Q1 2022 and has held it in 7 quarters since. The position peaked at $358K in Q1 2023. 646 funds tracked by Wall St. Rank hold TDY as of Q4 2023.

Simplicity Solutions held 659 shares of Teledyne Technologies worth $294K as of Q4 2023.
Simplicity Solutions sold 25 Teledyne Technologies shares in Q4 2023, an estimated $10K.
Teledyne Technologies made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #845 holding.
Simplicity Solutions first reported a position in Teledyne Technologies in Q1 2022 and has held it in 7 quarters since.
Simplicity Solutions's Teledyne Technologies position peaked at $358K in Q1 2023.
646 funds tracked by Wall St. Rank held Teledyne Technologies as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.