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

Perpetual 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
2022 Q4	–	Sell	-93,141	Closed	-$1.43M	–	222
2022 Q3	$1.43M	Hold	93,141	–	–	0.21%	79
2022 Q2	$1.95M	Sell	93,141 -97,437	-51%	-$1.94M	0.29%	76
2022 Q1	$3.4M	Hold	190,578	–	–	0.43%	61
2021 Q4	$3.54M	Buy	190,578 +60,110	+46%	+$1.12M	0.41%	71
2021 Q3	$2.66M	Hold	130,468	–	–	0.34%	92
2021 Q2	$2.84M	Buy	130,468 +43,030	+49%	+$979K	0.4%	78
2021 Q1	$1.99M	Hold	87,438	–	–	0.33%	67
2020 Q4	$1.88M	Buy	+87,438	New	+$1.89M	0.28%	87

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 $3.37T AUM 44.26% 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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Perpetual Investment Management's T Position: Q4 2022 in Review

Perpetual Investment Management sold out of AT&T (T) in Q4 2022, closing a stake of 93,141 shares — an estimated $1.43M sold.

Perpetual Investment Management first reported a position in T in Q4 2020 and held it in 8 quarters. The position peaked at $3.54M in Q4 2021. 2,418 funds tracked by Wall St. Rank hold T as of Q4 2022.

Perpetual Investment Management reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
Perpetual Investment Management sold 93,141 AT&T shares in Q4 2022, an estimated $1.43M.
Perpetual Investment Management first reported a position in AT&T in Q4 2020 and held it in 8 quarters.
Perpetual Investment Management's AT&T position peaked at $3.54M in Q4 2021.
2,418 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.