Sweet Financial Partners’s Bio-Techne TECH Stock Holding History

Sweet Financial Partners’s Portfolio TECH Stock Details TECH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$694K	Hold	8,680	–	–	0.15%	106
2024 Q2	$622K	Sell	8,680 -200	-2%	-$14.7K	0.14%	106
2024 Q1	$625K	Hold	8,880	–	–	0.14%	107
2023 Q4	$685K	Hold	8,880	–	–	0.16%	95
2023 Q3	$604K	Hold	8,880	–	–	0.16%	89
2023 Q2	$725K	Hold	8,880	–	–	0.19%	80
2023 Q1	$659K	Hold	8,880	–	–	0.18%	87
2022 Q4	$736K	Hold	8,880	–	–	0.22%	71
2022 Q3	$630K	Buy	8,880 +400	+5%	+$34.6K	0.2%	73
2022 Q2	$735K	Sell	8,480 -832	-9%	-$78K	0.23%	64
2022 Q1	$1.01M	Sell	9,312 -368	-4%	-$38K	0.27%	46
2021 Q4	$1.25M	Buy	+9,680	New	+$1.19M	0.52%	27

Other funds holding TECH

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

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

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

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

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sweet Financial Partners's TECH Position: Q3 2024 in Review

Sweet Financial Partners held its Bio-Techne (TECH) position steady in Q3 2024 at 8,680 shares worth $694K. The position accounts for 0.15% of the portfolio, ranked #106.

Sweet Financial Partners first reported a position in TECH in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.25M in Q4 2021. 562 funds tracked by Wall St. Rank hold TECH as of Q3 2024.

Sweet Financial Partners held 8,680 shares of Bio-Techne worth $694K as of Q3 2024.
Sweet Financial Partners left its Bio-Techne share count unchanged in Q3 2024.
Bio-Techne made up 0.15% of Sweet Financial Partners's portfolio in Q3 2024, its #106 holding.
Sweet Financial Partners first reported a position in Bio-Techne in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Bio-Techne position peaked at $1.25M in Q4 2021.
562 funds tracked by Wall St. Rank held Bio-Techne as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.