Thomas J. Herzfeld Advisors’s Teradyne TER Stock Holding History

Thomas J. Herzfeld Advisors’s Portfolio TER Stock Details TER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-49	Closed	-$4.92K	–	328
2023 Q3	$4.92K	Hold	49	–	–	﹤0.01%	248
2023 Q2	$5.46K	Hold	49	–	–	﹤0.01%	237
2023 Q1	$5.27K	Hold	49	–	–	﹤0.01%	222
2022 Q4	$4.28K	Buy	49 +5	+11%	+$428	﹤0.01%	251
2022 Q3	$3K	Hold	44	–	–	﹤0.01%	267
2022 Q2	$4K	Hold	44	–	–	﹤0.01%	241
2022 Q1	$5K	Hold	44	–	–	﹤0.01%	244
2021 Q4	$7K	Buy	44 +6	+16%	+$844	﹤0.01%	245
2021 Q3	$4K	Hold	38	–	–	﹤0.01%	290
2021 Q2	$5K	Hold	38	–	–	﹤0.01%	273
2021 Q1	$5K	Buy	+38	New	+$4.77K	﹤0.01%	260

Other funds holding TER

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Thomas J. Herzfeld Advisors's TER Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Teradyne (TER) in Q4 2023, closing a stake of 49 shares — an estimated $4.92K sold.

Thomas J. Herzfeld Advisors first reported a position in TER in Q1 2021 and held it in 11 quarters. The position peaked at $7K in Q4 2021. 710 funds tracked by Wall St. Rank hold TER as of Q4 2023.

Thomas J. Herzfeld Advisors reported no remaining Teradyne position as of Q4 2023 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 49 Teradyne shares in Q4 2023, an estimated $4.92K.
Thomas J. Herzfeld Advisors first reported a position in Teradyne in Q1 2021 and held it in 11 quarters.
Thomas J. Herzfeld Advisors's Teradyne position peaked at $7K in Q4 2021.
710 funds tracked by Wall St. Rank held Teradyne as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.