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Eagle Ridge Investment Management’s AT&T T Stock Holding History

Eagle Ridge Investment Management’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
Q4 		– Sell
-10,483
Closed -$214K – 160
2021
Q3 		$214K Sell
10,483
-1,061
-9% -$22.3K 0.02% 140
2021
Q2 		$251K Sell
11,544
-2,541
-18% -$57.8K 0.03% 125
2021
Q1 		$322K Sell
14,085
-18,393
-57% -$407K 0.04% 107
2020
Q4 		$705K Sell
32,478
-3,196
-9% -$68.9K 0.09% 85
2020
Q3 		$768K Buy
35,674
+6,324
+22% +$141K 0.11% 80
2020
Q2 		$670K Hold
29,350
– – 0.1% 80
2020
Q1 		$646K Hold
29,350
– – 0.11% 74
2019
Q4 		$866K Sell
29,350
-2,704
-8% -$78.1K 0.12% 77
2019
Q3 		$916K Buy
32,054
+199
+0.6% +$5.27K 0.13% 77
2019
Q2 		$806K Sell
31,855
-3,671
-10% -$88K 0.12% 82
2019
Q1 		$841K Sell
35,526
-9,681
-21% -$223K 0.12% 81
2018
Q4 		$974K Sell
45,207
-8,974
-17% -$209K 0.17% 73
2018
Q3 		$1.37M Sell
54,181
-1,675
-3% -$41K 0.2% 69
2018
Q2 		$1.35M Buy
55,856
+110
+0.2% +$2.76K 0.2% 72
2018
Q1 		$1.5M Sell
55,746
-1,528
-3% -$42.5K 0.23% 70
2017
Q4 		$1.68M Sell
57,274
-688
-1% -$18.8K 0.26% 70
2017
Q3 		$1.72M Buy
57,962
+2,067
+4% +$58.7K 0.28% 69
2017
Q2 		$690K Buy
55,895
+31,041
+125% +$915K 0.13% 77
2017
Q1 		$780K Sell
24,854
-2,050
-8% -$64.5K 0.15% 80
2016
Q4 		$864K Buy
26,904
+5,863
+28% +$173K 0.18% 80
2016
Q3 		$645K Sell
21,041
-2,481
-11% -$78.4K 0.14% 83
2016
Q2 		$768K Sell
23,522
-364
-2% -$10.8K 0.18% 82
2016
Q1 		$707K Buy
23,886
+2,296
+11% +$63.6K 0.17% 84
2015
Q4 		$561K Buy
21,590
+7,615
+54% +$193K 0.13% 87
2015
Q3 		$344K Buy
+13,975
New +$356K 0.09% 93

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Eagle Ridge Investment Management's T Position: Q4 2021 in Review

Eagle Ridge Investment Management sold out of AT&T (T) in Q4 2021, closing a stake of 10,483 shares — an estimated $214K sold.

Eagle Ridge Investment Management first reported a position in T in Q3 2015 and held it in 25 quarters. The position peaked at $1.72M in Q3 2017. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

  • Eagle Ridge Investment Management reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 10,483 AT&T shares in Q4 2021, an estimated $214K.
  • Eagle Ridge Investment Management first reported a position in AT&T in Q3 2015 and held it in 25 quarters.
  • Eagle Ridge Investment Management's AT&T position peaked at $1.72M in Q3 2017.
  • 2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2021, filed 19 Jan 2022.