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Steward Financial Group’s Teradyne TER Stock Holding History

Steward Financial Group’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$8K Buy
+80
New +$8.44K ﹤0.01% 466
2022
Q3 		– Sell
-50
Closed -$4K – 1184
2022
Q2 		$4K Buy
+50
New +$5.2K ﹤0.01% 405

Other funds holding TER

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Steward Financial Group opened a new position in Teradyne (TER) in Q3 2023: 80 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TER as recently as Q2 2022.

Steward Financial Group first reported a position in TER in Q2 2022 and has held it in 2 quarters since. 682 funds tracked by Wall St. Rank hold TER as of Q3 2023.

  • Steward Financial Group held 80 shares of Teradyne worth $8K as of Q3 2023.
  • Teradyne was a new Steward Financial Group position in Q3 2023.
  • Teradyne made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #466 holding.
  • Steward Financial Group first reported a position in Teradyne in Q2 2022 and has held it in 2 quarters since.
  • 682 funds tracked by Wall St. Rank held Teradyne as of Q3 2023.

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