Winton Group’s TFS Financial TFSL Stock Holding History

Winton Group’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-17,115	Closed	-$326K	–	1389
2021 Q3	$326K	Sell	17,115 -3,424	-17%	-$66.8K	0.02%	1059
2021 Q2	$417K	Sell	20,539 -1,966	-9%	-$40.9K	0.02%	1019
2021 Q1	$458K	Buy	22,505 +1,345	+6%	+$26.2K	0.03%	936
2020 Q4	$373K	Sell	21,160 -112,840	-84%	-$1.88M	0.03%	942
2020 Q3	$1.97M	Sell	134,000 -43,741	-25%	-$637K	0.06%	534
2020 Q2	$2.54M	Buy	177,741 +21,127	+13%	+$304K	0.07%	530
2020 Q1	$2.39M	Sell	156,614 -4,001	-2%	-$78.4K	0.06%	515
2019 Q4	$3.16M	Sell	160,615 -57,813	-26%	-$1.12M	0.04%	627
2019 Q3	$3.94M	Buy	+218,428	New	+$3.92M	0.05%	380
2019 Q2	–	Sell	-31,508	Closed	-$519K	–	1282
2019 Q1	$519K	Buy	+31,508	New	+$527K	0.01%	564

Other funds holding TFSL

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winton Group's TFSL Position: Q4 2021 in Review

Winton Group sold out of TFS Financial (TFSL) in Q4 2021, closing a stake of 17,115 shares — an estimated $326K sold.

Winton Group first reported a position in TFSL in Q1 2019 and held it in 10 quarters. The position peaked at $3.94M in Q3 2019. 136 funds tracked by Wall St. Rank hold TFSL as of Q4 2021.

Winton Group reported no remaining TFS Financial position as of Q4 2021 after selling out during the quarter.
Winton Group sold 17,115 TFS Financial shares in Q4 2021, an estimated $326K.
Winton Group first reported a position in TFS Financial in Q1 2019 and held it in 10 quarters.
Winton Group's TFS Financial position peaked at $3.94M in Q3 2019.
136 funds tracked by Wall St. Rank held TFS Financial as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.