SW
TEL icon

SteelPeak Wealth’s TE Connectivity TEL Stock Holding History

SteelPeak Wealth’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
2023
Q4 		– Sell
-2,500
Closed -$309K – 503
2023
Q3 		$309K Sell
2,500
-1,700
-40% -$227K 0.02% 325
2023
Q2 		$589K Buy
4,200
+100
+2% +$12.6K 0.03% 225
2023
Q1 		$538K Sell
4,100
-400
-9% -$50.6K 0.04% 233
2022
Q4 		$517K Sell
4,500
-3,826
-46% -$454K 0.04% 241
2022
Q3 		$919K Hold
8,326
– – 0.07% 177
2022
Q2 		$942K Buy
8,326
+450
+6% +$55.7K 0.07% 175
2022
Q1 		$1.03M Buy
7,876
+720
+10% +$103K 0.06% 186
2021
Q4 		$1.16M Buy
7,156
+950
+15% +$147K 0.07% 165
2021
Q3 		$852K Buy
6,206
+1,050
+20% +$152K 0.06% 180
2021
Q2 		$697K Buy
5,156
+150
+3% +$20.1K 0.05% 228
2021
Q1 		$646K Buy
5,006
+1,198
+31% +$154K 0.05% 202
2020
Q4 		$461K Buy
3,808
+1,222
+47% +$135K 0.04% 217
2020
Q3 		$253K Buy
+2,586
New +$238K 0.03% 233

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SteelPeak Wealth's TEL Position: Q4 2023 in Review

SteelPeak Wealth sold out of TE Connectivity (TEL) in Q4 2023, closing a stake of 2,500 shares — an estimated $309K sold.

SteelPeak Wealth first reported a position in TEL in Q3 2020 and held it in 13 quarters. The position peaked at $1.16M in Q4 2021. 975 funds tracked by Wall St. Rank hold TEL as of Q4 2023.

  • SteelPeak Wealth reported no remaining TE Connectivity position as of Q4 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 2,500 TE Connectivity shares in Q4 2023, an estimated $309K.
  • SteelPeak Wealth first reported a position in TE Connectivity in Q3 2020 and held it in 13 quarters.
  • SteelPeak Wealth's TE Connectivity position peaked at $1.16M in Q4 2021.
  • 975 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2023.

Based on SteelPeak Wealth's 13F filing for Q4 2023, filed 24 Jan 2024.