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	–	85
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 $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return