SFS
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Sowell Financial Services’s Teledyne Technologies TDY Stock Holding History

Sowell Financial Services’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
2026
Q1 		$220K Buy
+364
New +$227K 0.01% 993
2021
Q1 		– Sell
-10
Closed -$4K – 3302
2020
Q4 		$4K Sell
10
-241
-96% -$86.5K ﹤0.01% 2355
2020
Q3 		$78K Sell
251
-62
-20% -$19.6K ﹤0.01% 1066
2020
Q2 		$97K Buy
313
+205
+190% +$67.4K 0.01% 980
2020
Q1 		$32K Sell
108
-58
-35% -$19.9K ﹤0.01% 1220
2019
Q4 		$58K Sell
166
-14
-8% -$4.71K ﹤0.01% 1108
2019
Q3 		$58K Buy
+180
New +$53.7K ﹤0.01% 964

Other funds holding TDY

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return