TIMH
T icon

Tilt Investment Management Holdings’s AT&T T Stock Holding History

Tilt Investment Management 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
2023
Q4 		$487K Sell
29,032
-8,268
-22% -$131K 0.53% 48
2023
Q3 		$560K Hold
37,300
– – 0.4% 76
2023
Q2 		$595K Hold
37,300
– – 0.39% 77
2023
Q1 		$704K Buy
37,300
+4,828
+15% +$92.3K 0.52% 58
2022
Q4 		$598K Buy
+32,472
New +$581K 0.51% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tilt Investment Management Holdings's T Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its AT&T (T) stake by 22% in Q4 2023, selling an estimated $131K and leaving 29,032 shares worth $487K. The position accounts for 0.53% of the portfolio, ranked #48.

Tilt Investment Management Holdings first reported a position in T in Q4 2022 and has held it in 5 quarters since. The position peaked at $704K in Q1 2023. 2,445 funds tracked by Wall St. Rank hold T as of Q4 2023.

  • Tilt Investment Management Holdings held 29,032 shares of AT&T worth $487K as of Q4 2023.
  • Tilt Investment Management Holdings sold 8,268 AT&T shares in Q4 2023, an estimated $131K.
  • AT&T made up 0.53% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #48 holding.
  • Tilt Investment Management Holdings first reported a position in AT&T in Q4 2022 and has held it in 5 quarters since.
  • Tilt Investment Management Holdings's AT&T position peaked at $704K in Q1 2023.
  • 2,445 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.