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Lourd Capital’s AT&T T Stock Holding History

Lourd Capital’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
2019
Q2 		$625K Buy
24,679
+3,736
+18% +$89.6K 0.06% 53
2019
Q1 		$496K Sell
20,943
-5,476
-21% -$126K 0.05% 59
2018
Q4 		$569K Sell
26,419
-233
-0.9% -$5.42K 0.04% 103
2018
Q3 		$676K Sell
26,652
-70
-0.3% -$1.72K 0.04% 97
2018
Q2 		$648K Sell
26,722
-9,391
-26% -$236K 0.09% 69
2018
Q1 		$972K Sell
36,113
-979
-3% -$27.2K 0.13% 55
2017
Q4 		$1.09M Buy
37,092
+6,530
+21% +$178K 0.07% 66
2017
Q3 		$904K Sell
30,562
-683
-2% -$19.4K 0.08% 40
2017
Q2 		$890K Buy
31,245
+1,157
+4% +$34.1K 0.08% 37
2017
Q1 		$944K Sell
30,088
-151
-0.5% -$4.75K 0.09% 33
2016
Q4 		$971K Sell
30,239
-2,312
-7% -$68.2K 0.1% 32
2016
Q3 		$998K Buy
32,551
+45
+0.1% +$1.42K 0.11% 32
2016
Q2 		$1.06M Buy
32,506
+2,147
+7% +$63.9K 0.3% 33
2016
Q1 		$898K Buy
30,359
+2,269
+8% +$62.8K 0.1% 40
2015
Q4 		$730K Buy
28,090
+2,328
+9% +$59.1K 0.08% 49
2015
Q3 		$634K Buy
25,762
+2,569
+11% +$65.5K 0.07% 48
2015
Q2 		$622K Sell
23,193
-2,314
-9% -$59.8K 0.06% 57
2015
Q1 		$629K Buy
25,507
+3,366
+15% +$85.6K 0.06% 56
2014
Q4 		$562K Buy
22,141
+8,890
+67% +$231K 0.05% 57
2014
Q3 		$353K Buy
13,251
+1,352
+11% +$36K 0.04% 72
2014
Q2 		$318K Buy
11,899
+162
+1% +$4.34K 0.03% 82
2014
Q1 		$311K Hold
11,737
– – 0.03% 75
2013
Q4 		$312K Hold
11,737
– – 0.03% 80
2013
Q3 		$300K Sell
11,737
-1,564
-12% -$41.1K 0.04% 80
2013
Q2 		$356K Buy
+13,301
New +$370K 0.04% 70

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lourd Capital's T Position: Q2 2019 in Review

Lourd Capital increased its AT&T (T) stake by 18% in Q2 2019, buying an estimated $89.6K and bringing the position to 24,679 shares worth $625K. The position accounts for 0.06% of the portfolio, ranked #53.

Lourd Capital first reported a position in T in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.09M in Q4 2017. 2,307 funds tracked by Wall St. Rank hold T as of Q2 2019.

  • Lourd Capital held 24,679 shares of AT&T worth $625K as of Q2 2019.
  • Lourd Capital bought 3,736 AT&T shares in Q2 2019, an estimated $89.6K.
  • AT&T made up 0.06% of Lourd Capital's portfolio in Q2 2019, its #53 holding.
  • Lourd Capital first reported a position in AT&T in Q2 2013 and has held it in 25 quarters since.
  • Lourd Capital's AT&T position peaked at $1.09M in Q4 2017.
  • 2,307 funds tracked by Wall St. Rank held AT&T as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.