Clarkston Capital Partners’s AT&T T Stock Holding History

Clarkston Capital 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
2021 Q2	–	Sell	-16,823	Closed	-$385K	–	189
2021 Q1	$385K	Buy	+16,823	New	+$372K	0.01%	116
2017 Q1	–	Sell	-32,688	Closed	-$1.05M	–	120
2016 Q4	$1.05M	Buy	+32,688	New	+$965K	0.05%	74
2016 Q3	–	Sell	-9,598	Closed	-$313K	–	122
2016 Q2	$313K	Buy	9,598 +2,435	+34%	+$72.5K	0.02%	106
2016 Q1	$212K	Sell	7,163 -5,863	-45%	-$162K	0.01%	118
2015 Q4	$339K	Sell	13,026 -100	-0.8%	-$2.54K	0.02%	109
2015 Q3	$323K	Buy	13,126 +4,343	+49%	+$111K	0.03%	113
2015 Q2	$236K	Buy	+8,783	New	+$227K	0.02%	130
2015 Q1	–	Sell	-9,137	Closed	-$232K	–	167
2014 Q4	$232K	Sell	9,137 -2,347	-20%	-$60.9K	0.04%	171
2014 Q3	$306K	Sell	11,484 -861	-7%	-$22.9K	0.05%	122
2014 Q2	$330K	Sell	12,345 -557	-4%	-$14.9K	0.06%	118
2014 Q1	$342K	Sell	12,902 -143	-1%	-$3.59K	0.07%	124
2013 Q4	$346K	Buy	13,045 +1,598	+14%	+$42K	0.13%	85
2013 Q3	$292K	Sell	11,447 -7,981	-41%	-$210K	0.14%	81
2013 Q2	$519K	Buy	+19,428	New	+$540K	0.29%	66

Other funds holding T

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Newport Trust Company

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

Geode Capital Management

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon

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

Dimensional Fund Advisors

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