Edgewood Management’s AT&T T Stock Holding History

Edgewood 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
2023 Q4	–	Sell	-24,500	Closed	-$368K	–	82
2023 Q3	$368K	Sell	24,500 -10,000	-29%	-$147K	﹤0.01%	68
2023 Q2	$550K	Hold	34,500	–	–	﹤0.01%	65
2023 Q1	$664K	Buy	34,500 +5,000	+17%	+$95.6K	﹤0.01%	63
2022 Q4	$543K	Hold	29,500	–	–	﹤0.01%	66
2022 Q3	$453K	Hold	29,500	–	–	﹤0.01%	67
2022 Q2	$618K	Sell	29,500 -9,558	-24%	-$191K	﹤0.01%	59
2022 Q1	$697K	Hold	39,058	–	–	﹤0.01%	62
2021 Q4	$726K	Hold	39,058	–	–	﹤0.01%	60
2021 Q3	$797K	Buy	39,058 +2,648	+7%	+$55.6K	﹤0.01%	58
2021 Q2	$791K	Hold	36,410	–	–	﹤0.01%	59
2021 Q1	$832K	Buy	36,410 +14,696	+68%	+$325K	﹤0.01%	54
2020 Q4	$472K	Hold	21,714	–	–	﹤0.01%	65
2020 Q3	$468K	Buy	21,714 +2,384	+12%	+$53.3K	﹤0.01%	63
2020 Q2	$441K	Hold	19,330	–	–	﹤0.01%	61
2020 Q1	$426K	Hold	19,330	–	–	﹤0.01%	59
2019 Q4	$571K	Buy	+19,330	New	+$558K	﹤0.01%	60

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management's T Position: Q4 2023 in Review

Edgewood Management sold out of AT&T (T) in Q4 2023, closing a stake of 24,500 shares — an estimated $368K sold.

Edgewood Management first reported a position in T in Q4 2019 and held it in 16 quarters. The position peaked at $832K in Q1 2021. 2,444 funds tracked by Wall St. Rank hold T as of Q4 2023.

Edgewood Management reported no remaining AT&T position as of Q4 2023 after selling out during the quarter.
Edgewood Management sold 24,500 AT&T shares in Q4 2023, an estimated $368K.
Edgewood Management first reported a position in AT&T in Q4 2019 and held it in 16 quarters.
Edgewood Management's AT&T position peaked at $832K in Q1 2021.
2,444 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on Edgewood Management's 13F filing for Q4 2023, filed 13 Feb 2024.