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Squar Milner Financial Services’s Teradata TDC Stock Holding History

Squar Milner Financial Services’s Portfolio TDC Stock Details TDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-916
Closed -$18K – 662
2020
Q1 		$18K Buy
916
+104
+13% +$2.4K 0.01% 489
2019
Q4 		$21K Buy
+812
New +$22.6K 0.01% 519
2019
Q3 		– Sell
-584
Closed -$21K – 660
2019
Q2 		$21K Buy
584
+351
+151% +$13.7K 0.01% 457
2019
Q1 		$10K Buy
+233
New +$10.5K 0.01% 528

Other funds holding TDC

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Squar Milner Financial Services's TDC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Teradata (TDC) in Q2 2020, closing a stake of 916 shares — an estimated $18K sold.

Squar Milner Financial Services first reported a position in TDC in Q1 2019 and held it in 4 quarters. The position peaked at $21K in Q4 2019. 308 funds tracked by Wall St. Rank hold TDC as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Teradata position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 916 Teradata shares in Q2 2020, an estimated $18K.
  • Squar Milner Financial Services first reported a position in Teradata in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's Teradata position peaked at $21K in Q4 2019.
  • 308 funds tracked by Wall St. Rank held Teradata as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.