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Avalon Investment & Advisory’s T-Mobile US TMUS Stock Holding History

Avalon Investment & Advisory’s Portfolio TMUS Stock Details TMUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$12.6M Sell
87,149
-116,885
-57% -$16.9M 0.35% 90
2022
Q4 		$28.6M Sell
204,034
-2,282
-1% -$328K 0.81% 39
2022
Q3 		$27.7M Buy
+206,316
New +$29M 0.86% 39

Other funds holding TMUS

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
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Avalon Investment & Advisory's TMUS Position: Q1 2023 in Review

Avalon Investment & Advisory reduced its T-Mobile US (TMUS) stake by 57% in Q1 2023, selling an estimated $16.9M and leaving 87,149 shares worth $12.6M. The position accounts for 0.35% of the portfolio, ranked #90.

Avalon Investment & Advisory first reported a position in TMUS in Q3 2022 and has held it in 3 quarters since. The position peaked at $28.6M in Q4 2022. 1,216 funds tracked by Wall St. Rank hold TMUS as of Q1 2023.

  • Avalon Investment & Advisory held 87,149 shares of T-Mobile US worth $12.6M as of Q1 2023.
  • Avalon Investment & Advisory sold 116,885 T-Mobile US shares in Q1 2023, an estimated $16.9M.
  • T-Mobile US made up 0.35% of Avalon Investment & Advisory's portfolio in Q1 2023, its #90 holding.
  • Avalon Investment & Advisory first reported a position in T-Mobile US in Q3 2022 and has held it in 3 quarters since.
  • Avalon Investment & Advisory's T-Mobile US position peaked at $28.6M in Q4 2022.
  • 1,216 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.