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Squar Milner Financial Services’s TE Connectivity TEL Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-34
Closed -$2K – 665
2020
Q1 		$2K Hold
34
– – ﹤0.01% 687
2019
Q4 		$3K Buy
+34
New +$3.15K ﹤0.01% 711
2019
Q3 		– Sell
-34
Closed -$3K – 662
2019
Q2 		$3K Hold
34
– – ﹤0.01% 689
2019
Q1 		$2K Hold
34
– – ﹤0.01% 782
2018
Q4 		$3K Hold
34
– – ﹤0.01% 665
2018
Q3 		$3K Hold
34
– – ﹤0.01% 697
2018
Q2 		$3K Buy
+34
New +$3.26K ﹤0.01% 793

Other funds holding TEL

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Squar Milner Financial Services sold out of TE Connectivity (TEL) in Q2 2020, closing a stake of 34 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in TEL in Q2 2018 and held it in 7 quarters. The position peaked at $3K in Q4 2019. 652 funds tracked by Wall St. Rank hold TEL as of Q2 2020.

  • Squar Milner Financial Services reported no remaining TE Connectivity position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 34 TE Connectivity shares in Q2 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in TE Connectivity in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's TE Connectivity position peaked at $3K in Q4 2019.
  • 652 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2020.

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