Johnson Midwest Financial’s AT&T T Stock Holding History

Johnson Midwest 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
2023 Q3	$85K	Buy	5,658 +50	+0.9%	+$733	0.19%	59
2023 Q2	$89.5K	Buy	5,608 +40	+0.7%	+$681	0.08%	57
2023 Q1	$107K	Buy	5,568 +101	+2%	+$1.93K	0.15%	50
2022 Q4	$101K	Buy	5,467 +36	+0.7%	+$644	0.37%	48
2022 Q3	$83	Buy	5,431 +115	+2%	+$2.09K	0.32%	54
2022 Q2	$111K	Sell	5,316 -744	-12%	-$14.8K	0.15%	51
2022 Q1	$108K	Buy	6,060 +412	+7%	+$7.62K	0.15%	44
2021 Q4	$105K	Buy	5,648 +377	+7%	+$7.05K	0.08%	49
2021 Q3	$108K	Sell	5,271 -1,430	-21%	-$30K	0.09%	53
2021 Q2	$146K	Buy	6,701 +24	+0.4%	+$546	0.14%	45
2021 Q1	$153K	Buy	6,677 +948	+17%	+$21K	0.16%	42
2020 Q4	$124K	Buy	+5,729	New	+$124K	0.12%	53

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Johnson Midwest Financial's T Position: Q3 2023 in Review

Johnson Midwest Financial increased its AT&T (T) stake by 0.89% in Q3 2023, buying an estimated $733 and bringing the position to 5,658 shares worth $85K. The position accounts for 0.19% of the portfolio, ranked #59.

Johnson Midwest Financial first reported a position in T in Q4 2020 and has held it in 12 quarters since. The position peaked at $153K in Q1 2021. 2,288 funds tracked by Wall St. Rank hold T as of Q3 2023.

Johnson Midwest Financial held 5,658 shares of AT&T worth $85K as of Q3 2023.
Johnson Midwest Financial bought 50 AT&T shares in Q3 2023, an estimated $733.
AT&T made up 0.19% of Johnson Midwest Financial's portfolio in Q3 2023, its #59 holding.
Johnson Midwest Financial first reported a position in AT&T in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's AT&T position peaked at $153K in Q1 2021.
2,288 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.