LFR
T icon

Lehman Financial Resources’s AT&T T Stock Holding History

Lehman Financial Resources’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
2018
Q3 		$769K Buy
30,330
+5,256
+21% +$129K 0.36% 38
2018
Q2 		$608K Buy
25,074
+5,214
+26% +$131K 0.31% 47
2018
Q1 		$534K Sell
19,860
-107
-0.5% -$2.98K 0.27% 47
2017
Q4 		$586K Sell
19,967
-1,371
-6% -$37.4K 0.3% 46
2017
Q3 		$631K Buy
21,338
+1,037
+5% +$29.4K 0.32% 42
2017
Q2 		$576K Sell
20,301
-61
-0.3% -$1.8K 0.32% 40
2017
Q1 		$639K Buy
20,362
+360
+2% +$11.3K 0.35% 39
2016
Q4 		$642K Buy
20,002
+2,377
+13% +$70.1K 0.37% 35
2016
Q3 		$540K Buy
17,625
+639
+4% +$20.2K 0.31% 39
2016
Q2 		$554K Sell
16,986
-1,986
-10% -$59.1K 0.28% 38
2016
Q1 		$561K Sell
18,972
-132
-0.7% -$3.66K 0.3% 41
2015
Q4 		$496K Sell
19,104
-396
-2% -$10K 0.27% 37
2015
Q3 		$479K Sell
19,500
-286
-1% -$7.29K 0.24% 41
2015
Q2 		$530K Buy
19,786
+133
+0.7% +$3.44K 0.26% 40
2015
Q1 		$485K Buy
19,653
+2,216
+13% +$56.3K 0.22% 46
2014
Q4 		$442K Sell
17,437
-132
-0.8% -$3.42K 0.22% 48
2014
Q3 		$468K Buy
17,569
+34
+0.2% +$905 0.24% 44
2014
Q2 		$468K Buy
17,535
+1,324
+8% +$35.5K 0.22% 47
2014
Q1 		$429K Buy
16,211
+1,985
+14% +$49.8K 0.22% 45
2013
Q4 		$378K Buy
14,226
+3,310
+30% +$87.1K 0.23% 42
2013
Q3 		$279K Buy
10,916
+1,986
+22% +$52.1K 0.18% 48
2013
Q2 		$239K Buy
+8,930
New +$248K 0.16% 47

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lehman Financial Resources's T Position: Q3 2018 in Review

Lehman Financial Resources increased its AT&T (T) stake by 21% in Q3 2018, buying an estimated $129K and bringing the position to 30,330 shares worth $769K. The position accounts for 0.36% of the portfolio, ranked #38.

Lehman Financial Resources first reported a position in T in Q2 2013 and has held it in 22 quarters since. 2,244 funds tracked by Wall St. Rank hold T as of Q3 2018.

  • Lehman Financial Resources held 30,330 shares of AT&T worth $769K as of Q3 2018.
  • Lehman Financial Resources bought 5,256 AT&T shares in Q3 2018, an estimated $129K.
  • AT&T made up 0.36% of Lehman Financial Resources's portfolio in Q3 2018, its #38 holding.
  • Lehman Financial Resources first reported a position in AT&T in Q2 2013 and has held it in 22 quarters since.
  • 2,244 funds tracked by Wall St. Rank held AT&T as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.