Psagot Value Holdings’s AT&T T Stock Holding History

Psagot Value Holdings’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	-390	Closed	-$6K	–	383
2022 Q3	$6K	Sell	390 -78,200	-100%	-$1.42M	﹤0.01%	319
2022 Q2	$1.65M	Sell	78,590 -533,573	-87%	-$10.6M	0.39%	57
2022 Q1	$10.9M	Buy	612,163 +84,258	+16%	+$1.56M	2.4%	8
2021 Q4	$9.81M	Buy	+527,905	New	+$9.87M	1.88%	11
2020 Q1	–	Sell	-389,860	Closed	-$11.5M	–	438
2019 Q4	$11.5M	Sell	389,860 -147,505	-27%	-$4.26M	0.39%	68
2019 Q3	$15.4M	Buy	537,365 +1,994	+0.4%	+$52.8K	0.63%	46
2019 Q2	$13.6M	Sell	535,371 -70,882	-12%	-$1.7M	0.55%	53
2019 Q1	$14.4M	Sell	606,253 -6,081	-1%	-$140K	0.61%	45
2018 Q4	$13.2M	Hold	612,334	–	–	0.61%	43
2018 Q3	$15.5M	Buy	+612,334	New	+$15M	0.69%	40
2017 Q2	–	Sell	-2,648	Closed	-$83K	–	346
2017 Q1	$83K	Sell	2,648 -9,268	-78%	-$292K	﹤0.01%	251
2016 Q4	$383K	Sell	11,916 -3,315	-22%	-$97.8K	0.02%	183
2016 Q3	$467K	Sell	15,231 -4,634	-23%	-$146K	0.02%	177
2016 Q2	$648K	Hold	19,865	–	–	0.03%	157
2016 Q1	$588K	Buy	+19,865	New	+$550K	0.02%	193
2015 Q1	–	Sell	-545	Closed	-$14K	–	372
2014 Q4	$14K	Hold	545	–	–	﹤0.01%	340
2014 Q3	$15K	Buy	+545	New	+$14.5K	﹤0.01%	369
2014 Q1	–	Sell	-3,178	Closed	-$84K	–	470
2013 Q4	$84K	Hold	3,178	–	–	﹤0.01%	337
2013 Q3	$81K	Sell	3,178 -708	-18%	-$18.6K	﹤0.01%	340
2013 Q2	$104K	Buy	+3,886	New	+$108K	﹤0.01%	244

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

Psagot Value Holdings's T Position: Q4 2022 in Review

Psagot Value Holdings sold out of AT&T (T) in Q4 2022, closing a stake of 390 shares — an estimated $6K sold.

Psagot Value Holdings first reported a position in T in Q2 2013 and held it in 20 quarters. The position peaked at $15.5M in Q3 2018. 2,418 funds tracked by Wall St. Rank hold T as of Q4 2022.

Psagot Value Holdings reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
Psagot Value Holdings sold 390 AT&T shares in Q4 2022, an estimated $6K.
Psagot Value Holdings first reported a position in AT&T in Q2 2013 and held it in 20 quarters.
Psagot Value Holdings's AT&T position peaked at $15.5M in Q3 2018.
2,418 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Psagot Value Holdings's 13F filing for Q4 2022, filed 30 Jan 2023.