Crown Oak Advisors’s AT&T T Stock Holding History

Crown Oak Advisors’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
2025 Q1	–	Sell	-245,595	Closed	-$5.59M	–	26
2024 Q4	$5.59M	Buy	245,595 +403	+0.2%	+$9.07K	2.88%	16
2024 Q3	$5.39M	Sell	245,192 -20,980	-8%	-$417K	3%	16
2024 Q2	$5.09M	Sell	266,172 -32	-0%	-$556	2.87%	16
2024 Q1	$4.69M	Sell	266,204 -5,094	-2%	-$87K	2.58%	16
2023 Q4	$4.55M	Buy	+271,298	New	+$4.28M	2.66%	16

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Crown Oak Advisors's T Position: Q1 2025 in Review

Crown Oak Advisors sold out of AT&T (T) in Q1 2025, closing a stake of 245,595 shares — an estimated $5.59M sold.

Crown Oak Advisors first reported a position in T in Q4 2023 and held it in 5 quarters. The position peaked at $5.59M in Q4 2024. 2,859 funds tracked by Wall St. Rank hold T as of Q1 2025.

Crown Oak Advisors reported no remaining AT&T position as of Q1 2025 after selling out during the quarter.
Crown Oak Advisors sold 245,595 AT&T shares in Q1 2025, an estimated $5.59M.
Crown Oak Advisors first reported a position in AT&T in Q4 2023 and held it in 5 quarters.
Crown Oak Advisors's AT&T position peaked at $5.59M in Q4 2024.
2,859 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Crown Oak Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.