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Wellesley Investment Partners’s TE Connectivity TEL Stock Holding History

Wellesley Investment Partners’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
Q3 		$704K Sell
7,212
-1,139
-14% -$105K 0.24% 41
2020
Q2 		$681K Sell
8,351
-1,461
-15% -$110K 0.24% 46
2020
Q1 		$617K Sell
9,812
-1,697
-15% -$145K 0.25% 49
2019
Q4 		$1.1M Buy
11,509
+1,302
+13% +$121K 0.34% 33
2019
Q3 		$951K Buy
10,207
+303
+3% +$27.9K 0.31% 38
2019
Q2 		$948K Sell
9,904
-4,448
-31% -$401K 0.33% 35
2019
Q1 		$1.16M Sell
14,352
-1,881
-12% -$152K 0.4% 34
2018
Q4 		$1.23M Buy
16,233
+967
+6% +$74.5K 0.44% 33
2018
Q3 		$1.34M Buy
15,266
+421
+3% +$38.7K 0.44% 37
2018
Q2 		$1.34M Buy
14,845
+586
+4% +$56.1K 0.46% 34
2018
Q1 		$1.42M Sell
14,259
-130
-0.9% -$13.1K 0.51% 26
2017
Q4 		$1.37M Buy
14,389
+245
+2% +$22.5K 0.52% 28
2017
Q3 		$1.17M Sell
14,144
-982
-6% -$78.9K 0.48% 29
2017
Q2 		$1.19M Buy
15,126
+501
+3% +$38.3K 0.5% 27
2017
Q1 		$1.09M Buy
14,625
+417
+3% +$30.7K 0.48% 29
2016
Q4 		$984K Buy
14,208
+477
+3% +$31.6K 0.48% 30
2016
Q3 		$884K Buy
13,731
+1,075
+8% +$65.7K 0.46% 28
2016
Q2 		$722K Buy
12,656
+609
+5% +$36.7K 0.39% 38
2016
Q1 		$746K Buy
12,047
+812
+7% +$47.1K 0.45% 33
2015
Q4 		$725K Buy
+11,235
New +$724K 0.5% 27

Other funds holding TEL

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellesley Investment Partners's TEL Position: Q3 2020 in Review

Wellesley Investment Partners reduced its TE Connectivity (TEL) stake by 14% in Q3 2020, selling an estimated $105K and leaving 7,212 shares worth $704K. The position accounts for 0.24% of the portfolio, ranked #41.

Wellesley Investment Partners first reported a position in TEL in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.42M in Q1 2018. 684 funds tracked by Wall St. Rank hold TEL as of Q3 2020.

  • Wellesley Investment Partners held 7,212 shares of TE Connectivity worth $704K as of Q3 2020.
  • Wellesley Investment Partners sold 1,139 TE Connectivity shares in Q3 2020, an estimated $105K.
  • TE Connectivity made up 0.24% of Wellesley Investment Partners's portfolio in Q3 2020, its #41 holding.
  • Wellesley Investment Partners first reported a position in TE Connectivity in Q4 2015 and has held it in 20 quarters since.
  • Wellesley Investment Partners's TE Connectivity position peaked at $1.42M in Q1 2018.
  • 684 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.