Marsico Capital Management’s AT&T T Stock Holding History

Marsico Capital 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
2020 Q1	–	Sell	-506,173	Closed	-$14.9M	–	96
2019 Q4	$14.9M	Buy	506,173 +1,714	+0.3%	+$49.5K	0.53%	31
2019 Q3	$14.4M	Buy	+504,459	New	+$13.4M	0.56%	29
2017 Q2	–	Sell	-146,759	Closed	-$4.61M	–	109
2017 Q1	$4.61M	Sell	146,759 -50,765	-26%	-$1.6M	0.2%	65
2016 Q4	$6.34M	Hold	197,524	–	–	0.28%	52
2016 Q3	$6.06M	Sell	197,524 -2,912	-1%	-$92K	0.23%	52
2016 Q2	$6.54M	Buy	+200,436	New	+$5.96M	0.23%	53

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 $3.38T AUM 44.17% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Marsico Capital Management's T Position: Q1 2020 in Review

Marsico Capital Management sold out of AT&T (T) in Q1 2020, closing a stake of 506,173 shares — an estimated $14.9M sold.

Marsico Capital Management first reported a position in T in Q2 2016 and held it in 6 quarters. The position peaked at $14.9M in Q4 2019. 2,488 funds tracked by Wall St. Rank hold T as of Q1 2020.

Marsico Capital Management reported no remaining AT&T position as of Q1 2020 after selling out during the quarter.
Marsico Capital Management sold 506,173 AT&T shares in Q1 2020, an estimated $14.9M.
Marsico Capital Management first reported a position in AT&T in Q2 2016 and held it in 6 quarters.
Marsico Capital Management's AT&T position peaked at $14.9M in Q4 2019.
2,488 funds tracked by Wall St. Rank held AT&T as of Q1 2020.

Based on Marsico Capital Management's 13F filing for Q1 2020, filed 15 May 2020.