HFRG
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Houlihan Financial Resource Group’s AT&T T Stock Holding History

Houlihan Financial Resource Group’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
Q3 		– Sell
-199,185
Closed -$3.39M – 157
2023
Q2 		$3.39M Buy
+199,185
New +$3.39M 0.11% 59
2020
Q3 		$270K Buy
+12,423
New +$278K 0.16% 85
2020
Q1 		$273K Buy
12,379
+12
+0.1% +$328 0.24% 71
2019
Q4 		$365K Buy
+12,367
New +$357K 0.24% 73

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Houlihan Financial Resource Group's T Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of AT&T (T) in Q3 2023, closing a stake of 199,185 shares — an estimated $3.39M sold.

Houlihan Financial Resource Group first reported a position in T in Q4 2019 and held it in 4 quarters. The position peaked at $3.39M in Q2 2023. 2,288 funds tracked by Wall St. Rank hold T as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 199,185 AT&T shares in Q3 2023, an estimated $3.39M.
  • Houlihan Financial Resource Group first reported a position in AT&T in Q4 2019 and held it in 4 quarters.
  • Houlihan Financial Resource Group's AT&T position peaked at $3.39M in Q2 2023.
  • 2,288 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.