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Simplicity Solutions’s Teradyne TER Stock Holding History

Simplicity Solutions’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
2023
Q4 		$864K Sell
7,961
-344
-4% -$32.6K 0.02% 485
2023
Q3 		$834K Buy
8,305
+345
+4% +$36.4K 0.03% 461
2023
Q2 		$886K Buy
7,960
+829
+12% +$83.1K 0.02% 494
2023
Q1 		$767K Buy
7,131
+1,084
+18% +$111K 0.02% 558
2022
Q4 		$528K Sell
6,047
-574
-9% -$49.2K 0.07% 330
2022
Q3 		$498K Buy
6,621
+526
+9% +$48K 0.07% 307
2022
Q2 		$546K Buy
6,095
+368
+6% +$38.3K 0.07% 287
2022
Q1 		$677K Sell
5,727
-5,279
-48% -$669K 0.08% 246
2021
Q4 		$1.8M Buy
11,006
+6,633
+152% +$933K 0.2% 124
2021
Q3 		$477K Buy
4,373
+692
+19% +$84.1K 0.07% 291
2021
Q2 		$493K Buy
3,681
+849
+30% +$109K 0.1% 227
2021
Q1 		$345K Buy
2,832
+1,088
+62% +$137K 0.08% 287
2020
Q4 		$209K Buy
+1,744
New +$178K ﹤0.01% 895
2020
Q1 		– Sell
-20,617
Closed -$1.41M – 892
2019
Q4 		$1.41M Buy
+20,617
New +$1.31M 0.04% 307

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's TER Position: Q4 2023 in Review

Simplicity Solutions reduced its Teradyne (TER) stake by 4.1% in Q4 2023, selling an estimated $32.6K and leaving 7,961 shares worth $864K. The position accounts for 0.02% of the portfolio, ranked #485.

Simplicity Solutions first reported a position in TER in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.8M in Q4 2021. 710 funds tracked by Wall St. Rank hold TER as of Q4 2023.

  • Simplicity Solutions held 7,961 shares of Teradyne worth $864K as of Q4 2023.
  • Simplicity Solutions sold 344 Teradyne shares in Q4 2023, an estimated $32.6K.
  • Teradyne made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #485 holding.
  • Simplicity Solutions first reported a position in Teradyne in Q4 2019 and has held it in 14 quarters since.
  • Simplicity Solutions's Teradyne position peaked at $1.8M in Q4 2021.
  • 710 funds tracked by Wall St. Rank held Teradyne as of Q4 2023.

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