UBP Investment Advisors’s T-Mobile US TMUS Stock Holding History

UBP Investment Advisors’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
2022 Q3	$8.1M	Hold	60,400	–	–	4.17%	9
2022 Q2	$8.13M	Sell	60,400 -1,000	-2%	-$130K	3.25%	11
2022 Q1	$7.88M	Buy	+61,400	New	+$7.31M	2.93%	10
2021 Q4	–	Sell	-61,400	Closed	-$7.84M	–	108
2021 Q3	$7.84M	Hold	61,400	–	–	3.04%	10
2021 Q2	$8.89M	Hold	61,400	–	–	3.28%	9
2021 Q1	$7.69M	Hold	61,400	–	–	3.14%	10
2020 Q4	$8.28M	Hold	61,400	–	–	4.26%	9
2020 Q3	$7.02M	Buy	61,400 +1,400	+2%	+$155K	5.42%	5
2020 Q2	$6.25M	Buy	60,000 +8,000	+15%	+$767K	4.97%	6
2020 Q1	$4.36M	Hold	52,000	–	–	3.95%	9
2019 Q4	$4.08M	Hold	52,000	–	–	3.19%	9
2019 Q3	$4.1M	Hold	52,000	–	–	3.33%	9
2019 Q2	$3.85M	Hold	52,000	–	–	3.48%	9
2019 Q1	$3.59M	Buy	+52,000	New	+$3.64M	3.37%	11
2018 Q4	–	Sell	-53,000	Closed	-$3.72M	–	57
2018 Q3	$3.72M	Buy	53,000 +22,000	+71%	+$1.41M	3.55%	9
2018 Q2	$1.84M	Hold	31,000	–	–	2.17%	15
2018 Q1	$1.89M	Hold	31,000	–	–	2.04%	16
2017 Q4	$1.97M	Buy	+31,000	New	+$1.89M	2.33%	15

Other funds holding TMUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBP Investment Advisors's TMUS Position: Q3 2022 in Review

UBP Investment Advisors held its T-Mobile US (TMUS) position steady in Q3 2022 at 60,400 shares worth $8.1M. The position accounts for 4.17% of the portfolio, ranked #9.

UBP Investment Advisors first reported a position in TMUS in Q4 2017 and has held it in 18 quarters since. The position peaked at $8.89M in Q2 2021. 1,166 funds tracked by Wall St. Rank hold TMUS as of Q3 2022.

UBP Investment Advisors held 60,400 shares of T-Mobile US worth $8.1M as of Q3 2022.
UBP Investment Advisors left its T-Mobile US share count unchanged in Q3 2022.
T-Mobile US made up 4.17% of UBP Investment Advisors's portfolio in Q3 2022, its #9 holding.
UBP Investment Advisors first reported a position in T-Mobile US in Q4 2017 and has held it in 18 quarters since.
UBP Investment Advisors's T-Mobile US position peaked at $8.89M in Q2 2021.
1,166 funds tracked by Wall St. Rank held T-Mobile US as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.