Rockbridge Investment Management’s T-Mobile US TMUS Stock Holding History

Rockbridge Investment 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 Q1	–	Sell	-287	Closed	-$46K	–	575
2023 Q4	$46K	Buy	+287	New	+$42.5K	0.01%	246
2022 Q3	–	Sell	-287	Closed	-$38.6K	–	547
2022 Q2	$38.6K	Hold	287	–	–	0.01%	241
2022 Q1	$37.5K	Hold	287	–	–	0.01%	337
2021 Q4	$33K	Hold	287	–	–	﹤0.01%	418
2021 Q3	$37K	Hold	287	–	–	0.01%	365
2021 Q2	$42K	Hold	287	–	–	0.01%	342
2021 Q1	$36K	Hold	287	–	–	0.01%	332
2020 Q4	$39K	Hold	287	–	–	0.01%	317
2020 Q3	$33K	Buy	287 +140	+95%	+$15.5K	0.01%	318
2020 Q2	$15K	Buy	+147	New	+$14.1K	﹤0.01%	381

Other funds holding TMUS

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Rockbridge Investment Management's TMUS Position: Q1 2024 in Review

Rockbridge Investment Management sold out of T-Mobile US (TMUS) in Q1 2024, closing a stake of 287 shares — an estimated $46K sold.

Rockbridge Investment Management first reported a position in TMUS in Q2 2020 and held it in 10 quarters. The position peaked at $46K in Q4 2023. 1,371 funds tracked by Wall St. Rank hold TMUS as of Q1 2024.

Rockbridge Investment Management reported no remaining T-Mobile US position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 287 T-Mobile US shares in Q1 2024, an estimated $46K.
Rockbridge Investment Management first reported a position in T-Mobile US in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's T-Mobile US position peaked at $46K in Q4 2023.
1,371 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.