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Sugarloaf Wealth Management’s TE Connectivity TEL Stock Holding History

Sugarloaf Wealth Management’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
Q2 		– Sell
-37
Closed -$4.85K – 713
2023
Q1 		$4.85K Sell
37
-11
-23% -$1.39K ﹤0.01% 551
2022
Q4 		$5.51K Buy
48
+11
+30% +$1.31K ﹤0.01% 569
2022
Q3 		$5K Hold
37
– – ﹤0.01% 630
2022
Q2 		$10K Buy
+37
New +$4.58K ﹤0.01% 529

Other funds holding TEL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sugarloaf Wealth Management's TEL Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of TE Connectivity (TEL) in Q2 2023, closing a stake of 37 shares — an estimated $4.85K sold.

Sugarloaf Wealth Management first reported a position in TEL in Q2 2022 and held it in 4 quarters. The position peaked at $10K in Q2 2022. 893 funds tracked by Wall St. Rank hold TEL as of Q2 2023.

  • Sugarloaf Wealth Management reported no remaining TE Connectivity position as of Q2 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 37 TE Connectivity shares in Q2 2023, an estimated $4.85K.
  • Sugarloaf Wealth Management first reported a position in TE Connectivity in Q2 2022 and held it in 4 quarters.
  • Sugarloaf Wealth Management's TE Connectivity position peaked at $10K in Q2 2022.
  • 893 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.