WEC
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Winslow Evans & Crocker’s Teradyne TER Stock Holding History

Winslow Evans & Crocker’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,160
Closed -$422K – 1172
2019
Q4 		$422K Buy
6,160
+5,724
+1,313% +$363K 0.11% 193
2019
Q3 		$26K Sell
436
-504
-54% -$26.7K 0.01% 617
2019
Q2 		$46K Sell
940
-20
-2% -$908 0.01% 528
2019
Q1 		$40K Buy
960
+154
+19% +$5.75K 0.01% 543
2018
Q4 		$26K Hold
806
– – 0.01% 596
2018
Q3 		$30K Buy
806
+386
+92% +$15.5K 0.01% 585
2018
Q2 		$16K Hold
420
– – 0.01% 724
2018
Q1 		$19.2K Buy
420
+70
+20% +$3.2K 0.01% 656
2017
Q4 		$14.7K Hold
350
– – ﹤0.01% 727
2017
Q3 		$13.1K Hold
350
– – ﹤0.01% 766
2017
Q2 		$10.5K Hold
350
– – ﹤0.01% 903
2017
Q1 		$10.9K Buy
+350
New +$10K ﹤0.01% 873

Other funds holding TER

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return