Kiwi Wealth Investments Limited Partnership’s AT&T T Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	-121,073	Closed	-$1.93M	–	175
2023 Q2	$1.93M	Buy	+121,073	New	+$2.06M	0.12%	130
2020 Q3	–	Sell	-250,006	Closed	-$5.71M	–	262
2020 Q2	$5.71M	Hold	250,006	–	–	0.46%	60
2020 Q1	$5.5M	Buy	+250,006	New	+$6.83M	0.55%	54
2019 Q1	–	Sell	-267,043	Closed	-$5.76M	–	198
2018 Q4	$5.76M	Sell	267,043 -32,364	-11%	-$753K	0.6%	51
2018 Q3	$7.59M	Sell	299,407 -306,128	-51%	-$7.5M	0.71%	38
2018 Q2	$14.7M	Buy	605,535 +431,323	+248%	+$10.8M	1.4%	19
2018 Q1	$4.69M	Buy	174,212 +101,015	+138%	+$2.81M	0.46%	67
2017 Q4	$2.15M	Buy	+73,197	New	+$2M	0.24%	102
2017 Q2	–	Sell	-28,433	Closed	-$892K	–	179
2017 Q1	$892K	Buy	+28,433	New	+$895K	0.07%	149
2016 Q2	–	Sell	-129,197	Closed	-$3.82M	–	129
2016 Q1	$3.82M	Buy	+129,197	New	+$3.58M	0.39%	86

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 $609B AUM 40.19% 1-Year Est. Return

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

Kiwi Wealth Investments Limited Partnership's T Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of AT&T (T) in Q3 2023, closing a stake of 121,073 shares — an estimated $1.93M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in T in Q1 2016 and held it in 10 quarters. The position peaked at $14.7M in Q2 2018. 2,289 funds tracked by Wall St. Rank hold T as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 121,073 AT&T shares in Q3 2023, an estimated $1.93M.
Kiwi Wealth Investments Limited Partnership first reported a position in AT&T in Q1 2016 and held it in 10 quarters.
Kiwi Wealth Investments Limited Partnership's AT&T position peaked at $14.7M in Q2 2018.
2,289 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.