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Sweet Financial Partners’s Telephone and Data Systems TDS Stock Holding History

Sweet Financial Partners’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,000
Closed -$90.5K – 183
2023
Q2 		$90.5K Sell
11,000
-10,000
-48% -$84.8K 0.02% 177
2023
Q1 		$221K Hold
21,000
– – 0.06% 164
2022
Q4 		$220K Sell
21,000
-4,000
-16% -$49.5K 0.06% 157
2022
Q3 		$348K Hold
25,000
– – 0.11% 118
2022
Q2 		$395K Buy
25,000
+2,500
+11% +$44.7K 0.12% 110
2022
Q1 		$425K Hold
22,500
– – 0.11% 109
2021
Q4 		$453K Buy
+22,500
New +$439K 0.19% 75

Other funds holding TDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sweet Financial Partners's TDS Position: Q3 2023 in Review

Sweet Financial Partners sold out of Telephone and Data Systems (TDS) in Q3 2023, closing a stake of 11,000 shares — an estimated $90.5K sold.

Sweet Financial Partners first reported a position in TDS in Q4 2021 and held it in 7 quarters. The position peaked at $453K in Q4 2021. 258 funds tracked by Wall St. Rank hold TDS as of Q3 2023.

  • Sweet Financial Partners reported no remaining Telephone and Data Systems position as of Q3 2023 after selling out during the quarter.
  • Sweet Financial Partners sold 11,000 Telephone and Data Systems shares in Q3 2023, an estimated $90.5K.
  • Sweet Financial Partners first reported a position in Telephone and Data Systems in Q4 2021 and held it in 7 quarters.
  • Sweet Financial Partners's Telephone and Data Systems position peaked at $453K in Q4 2021.
  • 258 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2023.

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