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Summit Trail Advisors’s Teledyne Technologies TDY Stock Holding History

Summit Trail Advisors’s Portfolio TDY Stock Details TDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.77M Sell
2,921
-642
-18% -$401K 0.03% 620
2025
Q4 		$1.82M Sell
3,563
-532
-13% -$280K 0.03% 461
2025
Q3 		$2.4M Buy
4,095
+3,402
+491% +$1.86M 0.03% 350
2025
Q2 		$355K Buy
+693
New +$334K 0.01% 857
2024
Q4 		– Sell
-767
Closed -$336K – 722
2024
Q3 		$336K Buy
767
+47
+7% +$19.5K 0.01% 512
2024
Q2 		$279K Buy
720
+27
+4% +$10.7K 0.01% 511
2024
Q1 		$298K Buy
+693
New +$297K 0.01% 463
2023
Q4 		– Sell
-562
Closed -$230K – 590
2023
Q3 		$230K Buy
+562
New +$228K 0.01% 464
2018
Q1 		– Sell
-1,032
Closed -$195K – 1522
2017
Q4 		$195K Buy
+1,032
New +$181K 0.02% 431

Other funds holding TDY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return