Beach Investment Counsel’s T-Mobile US TMUS Stock Holding History

Beach Investment Counsel’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 Q3	–	Sell	-41,853	Closed	-$5.81M	–	158
2023 Q2	$5.81M	Sell	41,853 -33,517	-44%	-$4.7M	0.69%	42
2023 Q1	$10.9M	Sell	75,370 -2,745	-4%	-$398K	1.45%	16
2022 Q4	$10.9M	Buy	78,115 +40,562	+108%	+$5.83M	1.37%	20
2022 Q3	$5.04M	Buy	37,553 +32,848	+698%	+$4.61M	0.72%	38
2022 Q2	$633K	Hold	4,705	–	–	0.08%	108
2022 Q1	$604K	Sell	4,705 -30,684	-87%	-$3.65M	0.06%	117
2021 Q4	$4.1M	Buy	35,389 +628	+2%	+$73.9K	0.54%	54
2021 Q3	$4.44M	Sell	34,761 -32,929	-49%	-$4.59M	0.42%	59
2021 Q2	$9.8M	Sell	67,690 -5,196	-7%	-$716K	0.88%	35
2021 Q1	$9.13M	Buy	72,886 +14,599	+25%	+$1.84M	0.81%	37
2020 Q4	$7.86M	Sell	58,287 -13,019	-18%	-$1.61M	0.75%	42
2020 Q3	$8.15M	Sell	71,306 -16,053	-18%	-$1.78M	0.96%	32
2020 Q2	$9.1M	Buy	87,359 +13,916	+19%	+$1.33M	1.22%	21
2020 Q1	$6.16M	Sell	73,443 -17,705	-19%	-$1.5M	1.03%	29
2019 Q4	$7.15M	Buy	+91,148	New	+$7.17M	0.79%	33

Other funds holding TMUS

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

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Beach Investment Counsel's TMUS Position: Q3 2023 in Review

Beach Investment Counsel sold out of T-Mobile US (TMUS) in Q3 2023, closing a stake of 41,853 shares — an estimated $5.81M sold.

Beach Investment Counsel first reported a position in TMUS in Q4 2019 and held it in 15 quarters. The position peaked at $10.9M in Q4 2022. 1,198 funds tracked by Wall St. Rank hold TMUS as of Q3 2023.

Beach Investment Counsel reported no remaining T-Mobile US position as of Q3 2023 after selling out during the quarter.
Beach Investment Counsel sold 41,853 T-Mobile US shares in Q3 2023, an estimated $5.81M.
Beach Investment Counsel first reported a position in T-Mobile US in Q4 2019 and held it in 15 quarters.
Beach Investment Counsel's T-Mobile US position peaked at $10.9M in Q4 2022.
1,198 funds tracked by Wall St. Rank held T-Mobile US as of Q3 2023.

Based on Beach Investment Counsel's 13F filing for Q3 2023, filed 24 Oct 2023.