Broadleaf Partners’s AT&T T Stock Holding History

Broadleaf Partners’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13,128	Closed	-$209K	–	76
2023 Q2	$209K	Buy	+13,128	New	+$224K	0.07%	74

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadleaf Partners's T Position: Q3 2023 in Review

Broadleaf Partners sold out of AT&T (T) in Q3 2023, closing a stake of 13,128 shares — an estimated $209K sold.

Broadleaf Partners first reported a position in T in Q2 2023 and held it in 1 quarter. The position peaked at $209K in Q2 2023. 2,289 funds tracked by Wall St. Rank hold T as of Q3 2023.

Broadleaf Partners reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
Broadleaf Partners sold 13,128 AT&T shares in Q3 2023, an estimated $209K.
Broadleaf Partners first reported a position in AT&T in Q2 2023 and held it in 1 quarter.
Broadleaf Partners's AT&T position peaked at $209K in Q2 2023.
2,289 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Broadleaf Partners's 13F filing for Q3 2023, filed 13 Nov 2023.