Windsor Wealth Management’s TE Connectivity TEL Stock Holding History

Windsor Wealth Management’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
2022 Q1	–	Sell	-1,426	Closed	-$234K	–	243
2021 Q4	$234K	Buy	+1,426	New	+$220K	0.04%	218
2020 Q1	–	Sell	-4,665	Closed	-$447K	–	192
2019 Q4	$447K	Hold	4,665	–	–	0.16%	119
2019 Q3	$415K	Sell	4,665 -974	-17%	-$89.6K	0.18%	121
2019 Q2	$549K	Buy	5,639 +55	+1%	+$4.96K	0.24%	103
2019 Q1	$451K	Sell	5,584 -600	-10%	-$48.4K	0.25%	101
2018 Q4	$468K	Sell	6,184 -896	-13%	-$69K	0.32%	90
2018 Q3	$623K	Sell	7,080 -170	-2%	-$15.6K	0.4%	74
2018 Q2	$653K	Buy	7,250 +1,220	+20%	+$117K	0.51%	47
2018 Q1	$602K	Buy	6,030 +687	+13%	+$69.4K	0.51%	50
2017 Q4	$508K	Buy	+5,343	New	+$492K	0.44%	58

Other funds holding TEL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Windsor Wealth Management's TEL Position: Q1 2022 in Review

Windsor Wealth Management sold out of TE Connectivity (TEL) in Q1 2022, closing a stake of 1,426 shares — an estimated $234K sold.

Windsor Wealth Management first reported a position in TEL in Q4 2017 and held it in 10 quarters. The position peaked at $653K in Q2 2018. 876 funds tracked by Wall St. Rank hold TEL as of Q1 2022.

Windsor Wealth Management reported no remaining TE Connectivity position as of Q1 2022 after selling out during the quarter.
Windsor Wealth Management sold 1,426 TE Connectivity shares in Q1 2022, an estimated $234K.
Windsor Wealth Management first reported a position in TE Connectivity in Q4 2017 and held it in 10 quarters.
Windsor Wealth Management's TE Connectivity position peaked at $653K in Q2 2018.
876 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2022.

Based on Windsor Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.