Okabena Investment Services’s T-Mobile US TMUS Stock Holding History

Okabena Investment Services’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
2023 Q3	–	Sell	-101	Closed	-$14K	–	150
2023 Q2	$14K	Buy	+101	New	+$14.2K	0.01%	117
2022 Q3	–	Sell	-7,075	Closed	-$952K	–	191
2022 Q2	$952K	Sell	7,075 -1,762	-20%	-$230K	0.49%	50
2022 Q1	$1.13M	Buy	+8,837	New	+$1.05M	0.48%	56
2021 Q3	–	Sell	-8,902	Closed	-$1.29M	–	102
2021 Q2	$1.29M	Buy	+8,902	New	+$1.23M	0.61%	48

Other funds holding TMUS

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

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

Okabena Investment Services's TMUS Position: Q3 2023 in Review

Okabena Investment Services sold out of T-Mobile US (TMUS) in Q3 2023, closing a stake of 101 shares — an estimated $14K sold.

Okabena Investment Services first reported a position in TMUS in Q2 2021 and held it in 4 quarters. The position peaked at $1.29M in Q2 2021. 1,197 funds tracked by Wall St. Rank hold TMUS as of Q3 2023.

Okabena Investment Services reported no remaining T-Mobile US position as of Q3 2023 after selling out during the quarter.
Okabena Investment Services sold 101 T-Mobile US shares in Q3 2023, an estimated $14K.
Okabena Investment Services first reported a position in T-Mobile US in Q2 2021 and held it in 4 quarters.
Okabena Investment Services's T-Mobile US position peaked at $1.29M in Q2 2021.
1,197 funds tracked by Wall St. Rank held T-Mobile US as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.