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Orca Investment Management’s AT&T T Stock Holding History

Orca Investment 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
2021
Q4 		– Sell
-16,040
Closed -$327K – 65
2021
Q3 		$327K Sell
16,040
-874
-5% -$18.4K 0.29% 58
2021
Q2 		$368K Sell
16,914
-152
-0.9% -$3.46K 0.33% 58
2021
Q1 		$390K Buy
17,066
+1,103
+7% +$24.4K 0.4% 52
2020
Q4 		$347K Buy
+15,963
New +$344K 0.36% 57
2019
Q3 		$495K Sell
17,327
-121
-0.7% -$3.21K 0.58% 50
2019
Q2 		$442K Sell
17,448
-1,542
-8% -$37K 0.49% 55
2019
Q1 		$450K Sell
18,990
-122
-0.6% -$2.81K 0.51% 51
2018
Q4 		$412K Buy
19,112
+437
+2% +$10.2K 0.53% 49
2018
Q3 		$474K Hold
18,675
– – 0.48% 52
2018
Q2 		$453K Hold
18,675
– – 0.48% 55
2018
Q1 		$503K Sell
18,675
-132
-0.7% -$3.67K 0.57% 54
2017
Q4 		$552K Hold
18,807
– – 0.48% 59
2017
Q3 		$556K Hold
18,807
– – 0.49% 59
2017
Q2 		$536K Buy
18,807
+132
+0.7% +$3.89K 0.5% 53
2017
Q1 		$586K Buy
18,675
+232
+1% +$7.3K 0.53% 50
2016
Q4 		$592K Sell
18,443
-579
-3% -$17.1K 0.58% 46
2016
Q3 		$583K Hold
19,022
– – 0.61% 42
2016
Q2 		$621K Buy
19,022
+132
+0.7% +$3.93K 0.61% 44
2016
Q1 		$559K Buy
18,890
+1,082
+6% +$30K 0.63% 42
2015
Q4 		$463K Buy
17,808
+579
+3% +$14.7K 0.51% 49
2015
Q3 		$424K Buy
17,229
+324
+2% +$8.26K 0.52% 50
2015
Q2 		$454K Buy
16,905
+550
+3% +$14.2K 0.42% 56
2015
Q1 		$403K Sell
16,355
-292
-2% -$7.42K 0.36% 65
2014
Q4 		$422K Buy
+16,647
New +$432K 0.37% 64
2014
Q1 		– Sell
-26,432
Closed -$702K – 88
2013
Q4 		$702K Buy
+26,432
New +$695K 0.57% 49

Other funds holding T

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Orca Investment Management's T Position: Q4 2021 in Review

Orca Investment Management sold out of AT&T (T) in Q4 2021, closing a stake of 16,040 shares — an estimated $327K sold.

Orca Investment Management first reported a position in T in Q4 2013 and held it in 25 quarters. The position peaked at $702K in Q4 2013. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

  • Orca Investment Management reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
  • Orca Investment Management sold 16,040 AT&T shares in Q4 2021, an estimated $327K.
  • Orca Investment Management first reported a position in AT&T in Q4 2013 and held it in 25 quarters.
  • Orca Investment Management's AT&T position peaked at $702K in Q4 2013.
  • 2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Orca Investment Management's 13F filing for Q4 2021, filed 31 Jan 2022.