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Unison Advisors’s AT&T T Stock Holding History

Unison Advisors’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 		– Sell
-59,068
Closed -$887K – 188
2023
Q3 		$887K Buy
59,068
+993
+2% +$14.6K 0.1% 84
2023
Q2 		$926K Buy
58,075
+788
+1% +$13.4K 0.1% 84
2023
Q1 		$1.1M Buy
57,287
+978
+2% +$18.7K 0.12% 77
2022
Q4 		$1.04M Buy
56,309
+1,012
+2% +$18.1K 0.13% 80
2022
Q3 		$849K Buy
55,297
+725
+1% +$13.2K 0.16% 83
2022
Q2 		$1.14M Sell
54,572
-16,185
-23% -$323K 0.29% 70
2022
Q1 		$1.26M Buy
70,757
+1,459
+2% +$27K 0.3% 68
2021
Q4 		$1.29M Buy
69,298
+1,622
+2% +$30.3K 0.31% 65
2021
Q3 		$1.38M Sell
67,676
-15,911
-19% -$334K 0.34% 66
2021
Q2 		$1.82M Buy
83,587
+1,323
+2% +$30.1K 0.34% 66
2021
Q1 		$1.88M Buy
82,264
+1,447
+2% +$32K 0.36% 64
2020
Q4 		$1.76M Buy
80,817
+1,433
+2% +$30.9K 0.4% 62
2020
Q3 		$1.71M Buy
79,384
+1,174
+2% +$26.2K 0.49% 51
2020
Q2 		$1.79M Buy
78,210
+21,538
+38% +$491K 0.6% 56
2020
Q1 		$1.25M Buy
56,672
+647
+1% +$17.7K 1.35% 25
2019
Q4 		$1.65M Buy
56,025
+736
+1% +$21.3K 1.19% 26
2019
Q3 		$1.58M Buy
55,289
+824
+2% +$21.8K 1.21% 20
2019
Q2 		$1.38M Buy
54,465
+916
+2% +$22K 1.04% 37
2019
Q1 		$1.27M Hold
53,549
– – 0.94% 44
2018
Q4 		$1.15M Buy
+53,549
New +$1.25M 0.91% 38

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

Unison Advisors's T Position: Q4 2023 in Review

Unison Advisors sold out of AT&T (T) in Q4 2023, closing a stake of 59,068 shares — an estimated $887K sold.

Unison Advisors first reported a position in T in Q4 2018 and held it in 20 quarters. The position peaked at $1.88M in Q1 2021. 2,444 funds tracked by Wall St. Rank hold T as of Q4 2023.

  • Unison Advisors reported no remaining AT&T position as of Q4 2023 after selling out during the quarter.
  • Unison Advisors sold 59,068 AT&T shares in Q4 2023, an estimated $887K.
  • Unison Advisors first reported a position in AT&T in Q4 2018 and held it in 20 quarters.
  • Unison Advisors's AT&T position peaked at $1.88M in Q1 2021.
  • 2,444 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on Unison Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.