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Welch & Forbes’s TE Connectivity TEL Stock Holding History

Welch & Forbes’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
2024
Q1 		– Sell
-1,499
Closed -$211K – 384
2023
Q4 		$211K Buy
+1,499
New +$193K ﹤0.01% 356
2023
Q3 		– Sell
-1,529
Closed -$214K – 379
2023
Q2 		$214K Buy
+1,529
New +$193K ﹤0.01% 361

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Welch & Forbes's TEL Position: Q1 2024 in Review

Welch & Forbes sold out of TE Connectivity (TEL) in Q1 2024, closing a stake of 1,499 shares — an estimated $211K sold.

Welch & Forbes first reported a position in TEL in Q2 2023 and held it in 2 quarters. The position peaked at $214K in Q2 2023. 988 funds tracked by Wall St. Rank hold TEL as of Q1 2024.

  • Welch & Forbes reported no remaining TE Connectivity position as of Q1 2024 after selling out during the quarter.
  • Welch & Forbes sold 1,499 TE Connectivity shares in Q1 2024, an estimated $211K.
  • Welch & Forbes first reported a position in TE Connectivity in Q2 2023 and held it in 2 quarters.
  • Welch & Forbes's TE Connectivity position peaked at $214K in Q2 2023.
  • 988 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2024.

Based on Welch & Forbes's 13F filing for Q1 2024, filed 3 May 2024.