Marshall & Sullivan’s AT&T T Stock Holding History

Marshall & Sullivan’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
2022 Q3	–	Sell	-291	Closed	-$6K	–	84
2022 Q2	$6K	Buy	+291	New	+$5.8K	﹤0.01%	82
2017 Q1	–	Sell	-2,827	Closed	-$90K	–	54
2016 Q4	$90K	Sell	2,827 -284	-9%	-$8.38K	0.11%	45
2016 Q3	$95K	Hold	3,111	–	–	0.12%	42
2016 Q2	$101K	Hold	3,111	–	–	0.13%	42
2016 Q1	$92K	Sell	3,111 -28	-0.9%	-$776	0.12%	43
2015 Q4	$81K	Buy	3,139 +28	+0.9%	+$710	0.11%	44
2015 Q3	$77K	Hold	3,111	–	–	0.1%	44
2015 Q2	$83K	Hold	3,111	–	–	0.11%	42
2015 Q1	$76K	Hold	3,111	–	–	0.1%	43
2014 Q4	$78K	Buy	3,111 +264	+9%	+$6.85K	0.1%	45
2014 Q3	$75K	Sell	2,847 -450	-14%	-$12K	0.11%	41
2014 Q2	$88K	Buy	+3,297	New	+$88.3K	0.15%	45

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall & Sullivan's T Position: Q3 2022 in Review

Marshall & Sullivan sold out of AT&T (T) in Q3 2022, closing a stake of 291 shares — an estimated $6K sold.

Marshall & Sullivan first reported a position in T in Q2 2014 and held it in 12 quarters. The position peaked at $101K in Q2 2016. 2,318 funds tracked by Wall St. Rank hold T as of Q3 2022.

Marshall & Sullivan reported no remaining AT&T position as of Q3 2022 after selling out during the quarter.
Marshall & Sullivan sold 291 AT&T shares in Q3 2022, an estimated $6K.
Marshall & Sullivan first reported a position in AT&T in Q2 2014 and held it in 12 quarters.
Marshall & Sullivan's AT&T position peaked at $101K in Q2 2016.
2,318 funds tracked by Wall St. Rank held AT&T as of Q3 2022.

Based on Marshall & Sullivan's 13F filing for Q3 2022, filed 28 Oct 2022.