Lawson Kroeker Investment Management’s AT&T T Stock Holding History

Lawson Kroeker 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
2024 Q1	–	Sell	-13,825	Closed	-$232K	–	87
2023 Q4	$232K	Hold	13,825	–	–	0.05%	85
2023 Q3	$208K	Buy	+13,825	New	+$203K	0.05%	86
2023 Q2	–	Sell	-35,405	Closed	-$682K	–	86
2023 Q1	$682K	Sell	35,405 -1,525	-4%	-$29.1K	0.15%	74
2022 Q4	$680K	Sell	36,930 -7,950	-18%	-$142K	0.23%	44
2022 Q3	$688K	Hold	44,880	–	–	0.24%	46
2022 Q2	$941K	Sell	44,880 -14,852	-25%	-$296K	0.32%	43
2022 Q1	$1.07M	Hold	59,732	–	–	0.34%	41
2021 Q4	$1.11M	Sell	59,732 -15,153	-20%	-$283K	0.34%	41
2021 Q3	$1.53M	Sell	74,885 -5,892	-7%	-$124K	0.51%	38
2021 Q2	$1.76M	Buy	80,777 +3,602	+5%	+$81.9K	0.56%	37
2021 Q1	$1.76M	Sell	77,175 -662	-0.9%	-$14.6K	0.6%	35
2020 Q4	$1.69M	Buy	77,837 +37,039	+91%	+$799K	0.63%	35
2020 Q3	$879K	Buy	40,798 +9,798	+32%	+$219K	0.39%	39
2020 Q2	$708K	Hold	31,000	–	–	0.33%	41
2020 Q1	$683K	Hold	31,000	–	–	0.38%	40
2019 Q4	$915K	Sell	31,000 -1,324	-4%	-$38.2K	0.34%	40
2019 Q3	$924K	Sell	32,324 -1,986	-6%	-$52.6K	0.35%	42
2019 Q2	$868K	Hold	34,310	–	–	0.29%	44
2019 Q1	$813K	Sell	34,310 -583	-2%	-$13.4K	0.29%	44
2018 Q4	$752K	Sell	34,893 -1,357	-4%	-$31.6K	0.3%	44
2018 Q3	$919K	Sell	36,250 -1,986	-5%	-$48.6K	0.3%	43
2018 Q2	$927K	Buy	38,236 +695	+2%	+$17.4K	0.33%	44
2018 Q1	$1.01M	Sell	37,541 -231	-0.6%	-$6.43K	0.33%	43
2017 Q4	$1.11M	Sell	37,772 -1,854	-5%	-$50.6K	0.36%	44
2017 Q3	$1.17M	Sell	39,626 -662	-2%	-$18.8K	0.37%	45
2017 Q2	$1.15M	Sell	40,288 -466	-1%	-$13.7K	0.38%	45
2017 Q1	$1.28M	Sell	40,754 -1,442	-3%	-$45.4K	0.43%	45
2016 Q4	$1.35M	Hold	42,196	–	–	0.47%	46
2016 Q3	$1.29M	Buy	42,196 +2,251	+6%	+$71.1K	0.42%	44
2016 Q2	$1.3M	Buy	39,945 +463	+1%	+$13.8K	0.43%	44
2016 Q1	$1.17M	Buy	39,482 +563	+1%	+$15.6K	0.4%	43
2015 Q4	$1.01M	Hold	38,919	–	–	0.35%	46
2015 Q3	$958K	Buy	38,919 +2,543	+7%	+$64.8K	0.32%	48
2015 Q2	$976K	Hold	36,376	–	–	0.29%	54
2015 Q1	$897K	Sell	36,376 -264	-0.7%	-$6.71K	0.26%	56
2014 Q4	$930K	Sell	36,640 -530	-1%	-$13.8K	0.29%	51
2014 Q3	$989K	Hold	37,170	–	–	0.3%	51
2014 Q2	$993K	Buy	37,170 +1,754	+5%	+$47K	0.29%	52
2014 Q1	$938K	Buy	35,416 +4,303	+14%	+$108K	0.29%	52
2013 Q4	$826K	Sell	31,113 -1,125	-3%	-$29.6K	0.26%	52
2013 Q3	$823K	Hold	32,238	–	–	0.27%	52
2013 Q2	$862K	Buy	+32,238	New	+$896K	0.3%	51

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

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

Norges Bank Oslo, Norway $935B AUM

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

Lawson Kroeker Investment Management's T Position: Q1 2024 in Review

Lawson Kroeker Investment Management sold out of AT&T (T) in Q1 2024, closing a stake of 13,825 shares — an estimated $232K sold.

Lawson Kroeker Investment Management first reported a position in T in Q2 2013 and held it in 42 quarters. The position peaked at $1.76M in Q1 2021. 2,416 funds tracked by Wall St. Rank hold T as of Q1 2024.

Lawson Kroeker Investment Management reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
Lawson Kroeker Investment Management sold 13,825 AT&T shares in Q1 2024, an estimated $232K.
Lawson Kroeker Investment Management first reported a position in AT&T in Q2 2013 and held it in 42 quarters.
Lawson Kroeker Investment Management's AT&T position peaked at $1.76M in Q1 2021.
2,416 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Lawson Kroeker Investment Management's 13F filing for Q1 2024, filed 22 Apr 2024.