United Capital Financial Advisors’s TTEC Holdings TTEC Stock Holding History

United Capital Financial Advisors’s Portfolio TTEC Stock Details TTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,729	Closed	-$63.1K	–	1089
2024 Q2	$63.1K	Buy	+10,729	New	+$78.6K	﹤0.01%	1013
2023 Q3	–	Sell	-715,007	Closed	-$24.2M	–	898
2023 Q2	$24.2M	Buy	715,007 +114,285	+19%	+$3.92M	0.13%	140
2023 Q1	$22.4M	Buy	600,722 +68,959	+13%	+$3.09M	0.12%	157
2022 Q4	$23.5M	Buy	531,763 +131,719	+33%	+$5.91M	0.13%	149
2022 Q3	$17.7M	Buy	400,044 +29,375	+8%	+$1.75M	0.1%	179
2022 Q2	$25.2M	Buy	370,669 +10,955	+3%	+$769K	0.14%	147
2022 Q1	$29.7M	Buy	359,714 +21,432	+6%	+$1.72M	0.14%	146
2021 Q4	$30.6M	Buy	338,282 +8,632	+3%	+$783K	0.14%	150
2021 Q3	$30.8M	Buy	329,650 +2,774	+0.8%	+$283K	0.15%	137
2021 Q2	$33.7M	Buy	+326,876	New	+$33.9M	0.17%	124

Other funds holding TTEC

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

KLP

Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

United Capital Financial Advisors's TTEC Position: Q3 2024 in Review

United Capital Financial Advisors sold out of TTEC Holdings (TTEC) in Q3 2024, closing a stake of 10,729 shares — an estimated $63.1K sold.

United Capital Financial Advisors first reported a position in TTEC in Q2 2021 and held it in 10 quarters. The position peaked at $33.7M in Q2 2021. 118 funds tracked by Wall St. Rank hold TTEC as of Q3 2024.

United Capital Financial Advisors reported no remaining TTEC Holdings position as of Q3 2024 after selling out during the quarter.
United Capital Financial Advisors sold 10,729 TTEC Holdings shares in Q3 2024, an estimated $63.1K.
United Capital Financial Advisors first reported a position in TTEC Holdings in Q2 2021 and held it in 10 quarters.
United Capital Financial Advisors's TTEC Holdings position peaked at $33.7M in Q2 2021.
118 funds tracked by Wall St. Rank held TTEC Holdings as of Q3 2024.

Based on United Capital Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.