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Squar Milner Financial Services’s Teledyne Technologies TDY Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-302
Closed -$89K – 663
2020
Q1 		$89K Buy
302
+48
+19% +$16.5K 0.05% 290
2019
Q4 		$88K Buy
+254
New +$85.4K 0.04% 356

Other funds holding TDY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Teledyne Technologies (TDY) in Q2 2020, closing a stake of 302 shares — an estimated $89K sold.

Squar Milner Financial Services first reported a position in TDY in Q4 2019 and held it in 2 quarters. The position peaked at $89K in Q1 2020. 445 funds tracked by Wall St. Rank hold TDY as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Teledyne Technologies position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 302 Teledyne Technologies shares in Q2 2020, an estimated $89K.
  • Squar Milner Financial Services first reported a position in Teledyne Technologies in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Teledyne Technologies position peaked at $89K in Q1 2020.
  • 445 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2020.

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