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Steward Financial Group’s TE Connectivity TEL Stock Holding History

Steward Financial Group’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
Q3 		$9K Buy
78
+4
+5% +$535 ﹤0.01% 416
2023
Q2 		$10K Sell
74
-80
-52% -$10.1K ﹤0.01% 387
2023
Q1 		$20K Buy
154
+46
+43% +$5.82K 0.01% 138
2022
Q4 		$12K Buy
+108
New +$12.8K 0.01% 135
2022
Q3 		– Sell
-112
Closed -$12K – 1183
2022
Q2 		$12K Buy
+112
New +$13.9K 0.01% 221

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Steward Financial Group's TEL Position: Q3 2023 in Review

Steward Financial Group increased its TE Connectivity (TEL) stake by 5.4% in Q3 2023, buying an estimated $535 and bringing the position to 78 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Steward Financial Group first reported a position in TEL in Q2 2022 and has held it in 5 quarters since. The position peaked at $20K in Q1 2023. 912 funds tracked by Wall St. Rank hold TEL as of Q3 2023.

  • Steward Financial Group held 78 shares of TE Connectivity worth $9K as of Q3 2023.
  • Steward Financial Group bought 4 TE Connectivity shares in Q3 2023, an estimated $535.
  • TE Connectivity made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #416 holding.
  • Steward Financial Group first reported a position in TE Connectivity in Q2 2022 and has held it in 5 quarters since.
  • Steward Financial Group's TE Connectivity position peaked at $20K in Q1 2023.
  • 912 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.