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Oakview Capital Management’s T-Mobile US TMUS Stock Holding History

Oakview Capital Management’s Portfolio TMUS Stock Details TMUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.85M Sell
8,984
-1,292
-13% -$247K 8.57% 5
2024
Q2 		$1.81M Sell
10,276
-30,317
-75% -$5.08M 5.7% 8
2024
Q1 		$6.63M Sell
40,593
-75,038
-65% -$12.2M 6.91% 6
2023
Q4 		$18.5M Sell
115,631
-14,816
-11% -$2.19M 7.73% 6
2023
Q3 		$18.3M Sell
130,447
-19,614
-13% -$2.72M 8.09% 4
2023
Q2 		$20.8M Buy
150,061
+8,112
+6% +$1.14M 9% 6
2023
Q1 		$20.6M Sell
141,949
-2,002
-1% -$290K 8.62% 3
2022
Q4 		$20.2M Buy
143,951
+6,154
+4% +$884K 8.62% 2
2022
Q3 		$18.5M Sell
137,797
-13,814
-9% -$1.94M 8.83% 3
2022
Q2 		$20.4M Buy
151,611
+3,648
+2% +$476K 10.25% 2
2022
Q1 		$19M Sell
147,963
-83,461
-36% -$9.94M 8.4% 2
2021
Q4 		$26.8M Buy
231,424
+118,114
+104% +$13.9M 8.43% 1
2021
Q3 		$14.5M Buy
+113,310
New +$15.8M 4.96% 11
2020
Q1 		– Sell
-250,836
Closed -$19.7M – 19
2019
Q4 		$19.7M Buy
250,836
+36,501
+17% +$2.87M 7.24% 7
2019
Q3 		$16.9M Sell
214,335
-6,007
-3% -$471K 5.78% 9
2019
Q2 		$16.3M Sell
220,342
-7,044
-3% -$523K 5.38% 12
2019
Q1 		$15.7M Sell
227,386
-941
-0.4% -$65.8K 4.98% 12
2018
Q4 		$14.5M Sell
228,327
-155,192
-40% -$10.4M 5.39% 12
2018
Q3 		$26.9M Buy
383,519
+12,136
+3% +$780K 9.63% 1
2018
Q2 		$22.2M Sell
371,383
-40,911
-10% -$2.42M 8.88% 3
2018
Q1 		$25.2M Buy
412,294
+107,717
+35% +$6.74M 10.07% 4
2017
Q4 		$19.3M Buy
304,577
+39,571
+15% +$2.41M 8.61% 5
2017
Q3 		$16.3M Buy
+265,006
New +$16.6M 7.79% 6
2017
Q2 		– Sell
-275,057
Closed -$17.8M – 30
2017
Q1 		$17.8M Buy
275,057
+25,269
+10% +$1.55M 8.44% 6
2016
Q4 		$14.4M Buy
+249,788
New +$13.1M 8.1% 6

Other funds holding TMUS

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Oakview Capital Management's TMUS Position: Q3 2024 in Review

Oakview Capital Management reduced its T-Mobile US (TMUS) stake by 13% in Q3 2024, selling an estimated $247K and leaving 8,984 shares worth $1.85M. The position accounts for 8.57% of the portfolio, ranked #5.

Oakview Capital Management first reported a position in TMUS in Q4 2016 and has held it in 25 quarters since. The position peaked at $26.9M in Q3 2018. 1,499 funds tracked by Wall St. Rank hold TMUS as of Q3 2024.

  • Oakview Capital Management held 8,984 shares of T-Mobile US worth $1.85M as of Q3 2024.
  • Oakview Capital Management sold 1,292 T-Mobile US shares in Q3 2024, an estimated $247K.
  • T-Mobile US made up 8.57% of Oakview Capital Management's portfolio in Q3 2024, its #5 holding.
  • Oakview Capital Management first reported a position in T-Mobile US in Q4 2016 and has held it in 25 quarters since.
  • Oakview Capital Management's T-Mobile US position peaked at $26.9M in Q3 2018.
  • 1,499 funds tracked by Wall St. Rank held T-Mobile US as of Q3 2024.

Based on Oakview Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.