TrueWealth LLC’s TE Connectivity TEL Stock Holding History

TrueWealth LLC’s Portfolio TEL Stock Details TEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$17K	Sell	210 -16	-7%	-$1.21K	0.01%	400
2020 Q1	$14K	Hold	226	–	–	0.01%	413
2019 Q4	$22K	Hold	226	–	–	0.01%	368
2019 Q3	$21K	Hold	226	–	–	0.01%	364
2019 Q2	$22K	Hold	226	–	–	0.01%	358
2019 Q1	$18K	Sell	226 -59	-21%	-$4.76K	0.01%	376
2018 Q4	$22K	Hold	285	–	–	0.01%	352
2018 Q3	$25K	Hold	285	–	–	0.01%	362
2018 Q2	$26K	Hold	285	–	–	0.01%	350
2018 Q1	$28K	Buy	285 +66	+30%	+$6.67K	0.01%	319
2017 Q4	$21K	Buy	+219	New	+$20.1K	0.01%	387

Other funds holding TEL

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TrueWealth LLC's TEL Position: Q2 2020 in Review

TrueWealth LLC reduced its TE Connectivity (TEL) stake by 7.1% in Q2 2020, selling an estimated $1.21K and leaving 210 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #400.

TrueWealth LLC first reported a position in TEL in Q4 2017 and has held it in 11 quarters since. The position peaked at $28K in Q1 2018. 652 funds tracked by Wall St. Rank hold TEL as of Q2 2020.

TrueWealth LLC held 210 shares of TE Connectivity worth $17K as of Q2 2020.
TrueWealth LLC sold 16 TE Connectivity shares in Q2 2020, an estimated $1.21K.
TE Connectivity made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #400 holding.
TrueWealth LLC first reported a position in TE Connectivity in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's TE Connectivity position peaked at $28K in Q1 2018.
652 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.