SVB Wealth’s Teleflex TFX Stock Holding History

SVB Wealth’s Portfolio TFX Stock Details TFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-989	Closed	-$239K	–	927
2023 Q2	$239K	Sell	989 -240	-20%	-$60.1K	﹤0.01%	756
2023 Q1	$311K	Buy	1,229 +21	+2%	+$5.09K	﹤0.01%	699
2022 Q4	$302K	Buy	1,208 +62	+5%	+$13.7K	﹤0.01%	746
2022 Q3	$231K	Buy	+1,146	New	+$274K	﹤0.01%	788

Other funds holding TFX

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

SVB Wealth's TFX Position: Q3 2023 in Review

SVB Wealth sold out of Teleflex (TFX) in Q3 2023, closing a stake of 989 shares — an estimated $239K sold.

SVB Wealth first reported a position in TFX in Q3 2022 and held it in 4 quarters. The position peaked at $311K in Q1 2023. 479 funds tracked by Wall St. Rank hold TFX as of Q3 2023.

SVB Wealth reported no remaining Teleflex position as of Q3 2023 after selling out during the quarter.
SVB Wealth sold 989 Teleflex shares in Q3 2023, an estimated $239K.
SVB Wealth first reported a position in Teleflex in Q3 2022 and held it in 4 quarters.
SVB Wealth's Teleflex position peaked at $311K in Q1 2023.
479 funds tracked by Wall St. Rank held Teleflex as of Q3 2023.

Based on SVB Wealth's 13F filing for Q3 2023, filed 23 Oct 2023.