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Epstein & White Financial’s AT&T T Stock Holding History

Epstein & White Financial’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 		$320K Sell
14,821
-536
-3% -$12.2K 0.08% 61
2021
Q1 		$349K Sell
15,357
-1,766
-10% -$39K 0.1% 50
2020
Q4 		$372K Sell
17,123
-2,162
-11% -$46.6K 0.11% 44
2020
Q3 		$419K Sell
19,285
-3,629
-16% -$81.1K 0.15% 35
2020
Q2 		$527K Sell
22,914
-13,438
-37% -$306K 0.2% 27
2020
Q1 		$793K Sell
36,352
-8,443
-19% -$231K 0.33% 24
2019
Q4 		$1.32M Buy
44,795
+28,001
+167% +$809K 0.58% 15
2019
Q3 		$481K Sell
16,794
-17,194
-51% -$456K 0.23% 38
2019
Q2 		$821K Sell
33,988
-8,347
-20% -$200K 0.44% 24
2019
Q1 		$999K Buy
42,335
+12,888
+44% +$296K 0.57% 15
2018
Q4 		$629K Sell
29,447
-355
-1% -$8.26K 0.39% 22
2018
Q3 		$755K Sell
29,802
-10,495
-26% -$257K 0.5% 21
2018
Q2 		$960K Sell
40,297
-2,557
-6% -$64.2K 0.71% 17
2018
Q1 		$1.17M Buy
42,854
+1,327
+3% +$36.9K 0.75% 24
2017
Q4 		$1.17M Buy
+41,527
New +$1.13M 0.68% 24

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
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

Epstein & White Financial's T Position: Q2 2021 in Review

Epstein & White Financial reduced its AT&T (T) stake by 3.5% in Q2 2021, selling an estimated $12.2K and leaving 14,821 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #61.

Epstein & White Financial first reported a position in T in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.32M in Q4 2019. 2,562 funds tracked by Wall St. Rank hold T as of Q2 2021.

  • Epstein & White Financial held 14,821 shares of AT&T worth $320K as of Q2 2021.
  • Epstein & White Financial sold 536 AT&T shares in Q2 2021, an estimated $12.2K.
  • AT&T made up 0.08% of Epstein & White Financial's portfolio in Q2 2021, its #61 holding.
  • Epstein & White Financial first reported a position in AT&T in Q4 2017 and has held it in 15 quarters since.
  • Epstein & White Financial's AT&T position peaked at $1.32M in Q4 2019.
  • 2,562 funds tracked by Wall St. Rank held AT&T as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.