Clifford Group, LLC TEL TE CONNECTIVITY LTD

Ownership history in Clifford Group, LLC  ·  13 quarters on record

AI Ownership Summary

Clifford Group, LLC reported TE CONNECTIVITY LTD (TEL) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.51% in 2023 Q4. The latest visible filing shows TEL at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clifford Group, LLC's position in TE CONNECTIVITY LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TEL was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clifford Group, LLC held TEL — position size vs. price
% of Fund (quarterly)    TEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,825 -18 -0.6% 0.50% $643K 2026-02-14 (Est.) $235.47
2025 Q3 REDUCED 2,843 -140 -4.7% 0.49% $624K 2025-11-14 $236.60
2025 Q2 ADDED 2,983 +41 +1.4% 0.41% $503K 2025-08-14 $205.61
2025 Q1 REDUCED 21.2% +19.9% 2,942 -791 -21.2% 0.39% $416K 2025-05-15 $161.34
2024 Q4 REDUCED 3,733 -17 -0.5% 0.41% $534K 2025-02-12 $144.29
2024 Q3 REDUCED 3,750 -148 -3.8% 0.44% $566K 2024-11-12 $150.41
2024 Q2 REDUCED 3,898 -62 -1.6% 0.47% $586K 2024-08-12 $141.30
2024 Q1 ADDED 3,960 +38 +1.0% 0.47% $575K 2024-05-15 $147.26
2023 Q4 ADDED 3,922 +40 +1.0% 0.51% $551K 2024-02-14 $138.27
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Clifford Group, LLC and TEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clifford Group, LLC reported owning TEL?

Clifford Group, LLC reported TEL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TEL position in Clifford Group, LLC's portfolio?

The largest reported portfolio weight for TEL was 0.51% in 2023 Q4.

What is the latest reported TEL position on this page?

The most recent filing on this page is 2025 Q4, when Clifford Group, LLC reported 2,825 shares, equal to 0.50% of portfolio, with an estimated market value of $643K.

What does the chart on this TEL ownership page compare?

The chart compares Clifford Group, LLC's quarterly TEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Clifford Group, LLC time their TEL position?

Based on 13F filing dates vs. subsequent TEL price moves, Clifford Group, LLC correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on TEL relative to SPY over the holding period was +2.9%.

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