Jupiter Investment Management’s AT&T T Stock Holding History

Jupiter 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
2020 Q2	$56.2M	Sell	2,462,674 -726,248	-23%	-$16.5M	0.9%	29
2020 Q1	$70.2M	Buy	3,188,922 +3,018,546	+1,772%	+$82.5M	1.37%	15
2019 Q4	$5.03M	Sell	170,376 -808,036	-83%	-$23.3M	0.07%	227
2019 Q3	$28M	Buy	978,412 +640,404	+189%	+$17M	0.36%	83
2019 Q2	$8.55M	Buy	338,008 +336,533	+22,816%	+$8.07M	0.09%	171
2019 Q1	$34K	Sell	1,475 -21,328	-94%	-$491K	﹤0.01%	342
2018 Q4	$491K	Buy	+22,803	New	+$531K	﹤0.01%	294
2018 Q2	–	Sell	-13,977	Closed	-$376K	–	442
2018 Q1	$376K	Hold	13,977	–	–	﹤0.01%	321
2017 Q4	$410K	Sell	13,977 -116,196	-89%	-$3.17M	﹤0.01%	297
2017 Q3	$3.85M	Sell	130,173 -36,173	-22%	-$1.03M	0.04%	177
2017 Q2	$4.74M	Sell	166,346 -21,978	-12%	-$648K	0.06%	179
2017 Q1	$5.91M	Sell	188,324 -7,297	-4%	-$230K	0.08%	153
2016 Q4	$6.28M	Buy	195,621 +54,325	+38%	+$1.6M	0.11%	132
2016 Q3	$4.33M	Hold	141,296	–	–	0.08%	165
2016 Q2	$4.61M	Hold	141,296	–	–	0.09%	185
2016 Q1	$4.18M	Buy	141,296 +40,266	+40%	+$1.12M	0.09%	186
2015 Q4	$2.63M	Sell	101,030 -1,855,745	-95%	-$47.1M	0.07%	153
2015 Q3	$48.1M	Buy	1,956,775 +1,955,499	+153,252%	+$49.9M	1.36%	18
2015 Q2	$34K	Sell	1,276 -1,256,768	-100%	-$32.5M	﹤0.01%	247
2015 Q1	$31M	Buy	1,258,044 +210,662	+20%	+$5.35M	0.99%	38
2014 Q4	$26.6M	Buy	1,047,382 +116,174	+12%	+$3.01M	0.94%	31
2014 Q3	$24.8M	Buy	931,208 +301,398	+48%	+$8.02M	1.22%	25
2014 Q2	$16.8M	Buy	629,810 +190,848	+43%	+$5.11M	0.94%	35
2014 Q1	$11.6M	Buy	438,962 +50,875	+13%	+$1.28M	0.79%	38
2013 Q4	$10.3M	Sell	388,087 -114,064	-23%	-$3M	0.87%	33
2013 Q3	$12.8M	Buy	502,151 +40,087	+9%	+$1.05M	1.22%	10
2013 Q2	$12.4M	Buy	+462,064	New	+$12.8M	1.49%	4

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jupiter Investment Management's T Position: Q2 2020 in Review

Jupiter Investment Management reduced its AT&T (T) stake by 23% in Q2 2020, selling an estimated $16.5M and leaving 2,462,674 shares worth $56.2M. The position accounts for 0.9% of the portfolio, ranked #29.

Jupiter Investment Management first reported a position in T in Q2 2013 and has held it in 27 quarters since. The position peaked at $70.2M in Q1 2020. 2,469 funds tracked by Wall St. Rank hold T as of Q2 2020.

Jupiter Investment Management held 2,462,674 shares of AT&T worth $56.2M as of Q2 2020.
Jupiter Investment Management sold 726,248 AT&T shares in Q2 2020, an estimated $16.5M.
AT&T made up 0.9% of Jupiter Investment Management's portfolio in Q2 2020, its #29 holding.
Jupiter Investment Management first reported a position in AT&T in Q2 2013 and has held it in 27 quarters since.
Jupiter Investment Management's AT&T position peaked at $70.2M in Q1 2020.
2,469 funds tracked by Wall St. Rank held AT&T as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.