Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$3M Buy
195,593
+20,121
+11% +$366K 0.14% 140
2022
Q2
$3.68M Sell
175,472
-43,864
-20% -$875K 0.17% 127
2022
Q1
$3.92M Buy
219,336
+16,494
+8% +$305K 0.17% 133
2021
Q4
$3.77M Sell
202,842
-13,226
-6% -$247K 0.18% 129
2021
Q3
$4.41M Sell
216,068
-52,781
-20% -$1.11M 0.24% 109
2021
Q2
$5.84M Buy
268,849
+8,059
+3% +$183K 0.34% 91
2021
Q1
$5.96M Buy
260,790
+5,749
+2% +$127K 0.41% 79
2020
Q4
$5.54M Sell
255,041
-17,389
-6% -$375K 0.39% 81
2020
Q3
$5.87M Buy
272,430
+6,053
+2% +$135K 0.47% 66
2020
Q2
$6.08M Buy
266,377
+33,840
+15% +$771K 0.51% 61
2020
Q1
$5.12M Sell
232,537
-13,768
-6% -$376K 0.49% 62
2019
Q4
$7.27M Buy
246,305
+5,546
+2% +$160K 0.56% 59
2019
Q3
$6.88M Buy
240,759
+2,750
+1% +$72.9K 0.57% 55
2019
Q2
$6.02M Sell
238,009
-307
-0.1% -$7.36K 0.5% 63
2019
Q1
$5.64M Buy
238,316
+11,540
+5% +$265K 0.54% 59
2018
Q4
$5.35M Sell
226,776
-23,663
-9% -$551K 0.55% 57
2018
Q3
$6.35M Sell
250,439
-4,254
-2% -$104K 0.55% 61
2018
Q2
$6.18M Buy
254,693
+111,998
+78% +$2.81M 0.57% 58
2018
Q1
$3.84M Buy
142,695
+1,767
+1% +$49.2K 0.36% 91
2017
Q4
$4.14M Sell
140,928
-8,684
-6% -$237K 0.37% 84
2017
Q3
$4.43M Sell
149,612
-1,879
-1% -$53.3K 0.45% 80
2017
Q2
$4.32M Buy
151,491
+2,018
+1% +$59.5K 0.45% 79
2017
Q1
$4.69M Sell
149,473
-1,643
-1% -$51.7K 0.5% 71
2016
Q4
$4.85M Buy
151,116
+3,032
+2% +$89.5K 0.54% 63
2016
Q3
$4.54M Buy
148,084
+3,474
+2% +$110K 0.53% 66
2016
Q2
$4.72M Buy
144,610
+3,762
+3% +$112K 0.57% 59
2016
Q1
$4.17M Buy
140,848
+15,866
+13% +$439K 0.51% 66
2015
Q4
$3.25M Sell
124,982
-9,244
-7% -$234K 0.41% 85
2015
Q3
$3.3M Buy
134,226
+81,940
+157% +$2.09M 0.45% 75
2015
Q2
$1.4M Sell
52,286
-1,629
-3% -$42.1K 0.18% 135
2015
Q1
$1.33M Buy
53,915
+227
+0.4% +$5.77K 0.17% 136
2014
Q4
$1.36M Buy
53,688
+1,109
+2% +$28.8K 0.17% 137
2014
Q3
$1.4M Sell
52,579
-12,504
-19% -$333K 0.18% 134
2014
Q2
$1.74M Buy
65,083
+4,343
+7% +$116K 0.22% 120
2014
Q1
$1.61M Buy
60,740
+11,180
+23% +$281K 0.21% 121
2013
Q4
$1.32M Buy
49,560
+3,462
+8% +$91.1K 0.19% 126
2013
Q3
$1.18M Sell
46,098
-1,950
-4% -$51.2K 0.18% 125
2013
Q2
$1.28M Buy
+48,048
New +$1.33M 0.21% 117

Other funds holding T

Dowling & Yahnke's T Position: Q3 2022 in Review

Dowling & Yahnke increased its AT&T (T) stake by 11% in Q3 2022, buying an estimated $366K and bringing the position to 195,593 shares worth $3M. The position accounts for 0.14% of the portfolio, ranked #140.

Dowling & Yahnke first reported a position in T in Q2 2013 and has held it in 38 quarters since. The position peaked at $7.27M in Q4 2019. 2,317 funds tracked by Wall St. Rank hold T as of Q3 2022.

  • Dowling & Yahnke held 195,593 shares of AT&T worth $3M as of Q3 2022.
  • Dowling & Yahnke bought 20,121 AT&T shares in Q3 2022, an estimated $366K.
  • AT&T made up 0.14% of Dowling & Yahnke's portfolio in Q3 2022, its #140 holding.
  • Dowling & Yahnke first reported a position in AT&T in Q2 2013 and has held it in 38 quarters since.
  • Dowling & Yahnke's AT&T position peaked at $7.27M in Q4 2019.
  • 2,317 funds tracked by Wall St. Rank held AT&T as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.