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United Capital Financial Advisors’s Teleflex TFX Stock Holding History

United Capital Financial Advisors’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
2024
Q4 		– Sell
-1,154
Closed -$285K – 1100
2024
Q3 		$285K Sell
1,154
-50
-4% -$11.7K ﹤0.01% 894
2024
Q2 		$253K Buy
1,204
+134
+13% +$28.1K ﹤0.01% 906
2024
Q1 		$242K Sell
1,070
-232
-18% -$55.1K ﹤0.01% 953
2023
Q4 		$325K Buy
+1,302
New +$278K ﹤0.01% 841
2022
Q1 		– Sell
-1,429
Closed -$469K – 1228
2021
Q4 		$469K Sell
1,429
-72
-5% -$24.5K ﹤0.01% 879
2021
Q3 		$565K Buy
1,501
+324
+28% +$126K ﹤0.01% 827
2021
Q2 		$473K Sell
1,177
-116
-9% -$47.5K ﹤0.01% 874
2021
Q1 		$537K Buy
+1,293
New +$518K ﹤0.01% 830
2019
Q4 		– Sell
-2,330
Closed -$792K – 1425
2019
Q3 		$792K Sell
2,330
-1,029
-31% -$359K 0.01% 815
2019
Q2 		$1.11M Sell
3,359
-39
-1% -$11.8K 0.01% 780
2019
Q1 		$1.03M Buy
+3,398
New +$947K 0.01% 768

Other funds holding TFX

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

United Capital Financial Advisors's TFX Position: Q4 2024 in Review

United Capital Financial Advisors sold out of Teleflex (TFX) in Q4 2024, closing a stake of 1,154 shares — an estimated $285K sold.

United Capital Financial Advisors first reported a position in TFX in Q1 2019 and held it in 11 quarters. The position peaked at $1.11M in Q2 2019. 513 funds tracked by Wall St. Rank hold TFX as of Q4 2024.

  • United Capital Financial Advisors reported no remaining Teleflex position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,154 Teleflex shares in Q4 2024, an estimated $285K.
  • United Capital Financial Advisors first reported a position in Teleflex in Q1 2019 and held it in 11 quarters.
  • United Capital Financial Advisors's Teleflex position peaked at $1.11M in Q2 2019.
  • 513 funds tracked by Wall St. Rank held Teleflex as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.