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Simplicity Solutions’s TE Connectivity TEL Stock Holding History

Simplicity Solutions’s Portfolio TEL Stock Details TEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$369K Sell
2,629
-95
-3% -$12.2K 0.01% 767
2023
Q3 		$336K Sell
2,724
-361
-12% -$48.3K 0.01% 729
2023
Q2 		$432K Sell
3,085
-28
-0.9% -$3.54K 0.01% 706
2023
Q1 		$408K Buy
+3,113
New +$394K 0.01% 752

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplicity Solutions's TEL Position: Q4 2023 in Review

Simplicity Solutions reduced its TE Connectivity (TEL) stake by 3.5% in Q4 2023, selling an estimated $12.2K and leaving 2,629 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #767.

Simplicity Solutions first reported a position in TEL in Q1 2023 and has held it in 4 quarters since. The position peaked at $432K in Q2 2023. 975 funds tracked by Wall St. Rank hold TEL as of Q4 2023.

  • Simplicity Solutions held 2,629 shares of TE Connectivity worth $369K as of Q4 2023.
  • Simplicity Solutions sold 95 TE Connectivity shares in Q4 2023, an estimated $12.2K.
  • TE Connectivity made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #767 holding.
  • Simplicity Solutions first reported a position in TE Connectivity in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's TE Connectivity position peaked at $432K in Q2 2023.
  • 975 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2023.

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