Winslow Asset Management’s AT&T T Stock Holding History

Winslow Asset Management’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
2021 Q4	–	Sell	-56,028	Closed	-$1.14M	–	86
2021 Q3	$1.14M	Sell	56,028 -19,248	-26%	-$404K	0.22%	55
2021 Q2	$1.64M	Sell	75,276 -8,762	-10%	-$199K	0.31%	54
2021 Q1	$1.92M	Sell	84,038 -18,049	-18%	-$399K	0.39%	51
2020 Q4	$2.22M	Buy	102,087 +894	+0.9%	+$19.3K	0.47%	51
2020 Q3	$2.18M	Sell	101,193 -5,843	-5%	-$131K	0.56%	47
2020 Q2	$2.44M	Sell	107,036 -1,178	-1%	-$26.8K	0.66%	45
2020 Q1	$2.38M	Buy	108,214 +1,547	+1%	+$42.3K	0.78%	39
2019 Q4	$3.15M	Sell	106,667 -498	-0.5%	-$14.4K	0.72%	48
2019 Q3	$3.06M	Sell	107,165 -42,052	-28%	-$1.11M	0.76%	47
2019 Q2	$3.78M	Sell	149,217 -8,135	-5%	-$195K	0.84%	46
2019 Q1	$3.73M	Sell	157,352 -4,708	-3%	-$108K	0.78%	49
2018 Q4	$3.49M	Buy	162,060 +8,146	+5%	+$190K	0.81%	48
2018 Q3	$3.9M	Buy	153,914 +36,744	+31%	+$900K	0.71%	53
2018 Q2	$2.84M	Buy	+117,170	New	+$2.94M	0.53%	56
2014 Q4	–	Sell	-7,898	Closed	-$210K	–	89
2014 Q3	$210K	Hold	7,898	–	–	0.04%	78
2014 Q2	$211K	Sell	7,898 -16	-0.2%	-$429	0.03%	82
2014 Q1	$210K	Buy	+7,914	New	+$199K	0.04%	79
2013 Q3	–	Sell	-7,724	Closed	-$207K	–	81
2013 Q2	$207K	Buy	+7,724	New	+$215K	0.04%	77

Other funds holding T

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winslow Asset Management's T Position: Q4 2021 in Review

Winslow Asset Management sold out of AT&T (T) in Q4 2021, closing a stake of 56,028 shares — an estimated $1.14M sold.

Winslow Asset Management first reported a position in T in Q2 2013 and held it in 18 quarters. The position peaked at $3.9M in Q3 2018. 2,530 funds tracked by Wall St. Rank hold T as of Q4 2021.

Winslow Asset Management reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Winslow Asset Management sold 56,028 AT&T shares in Q4 2021, an estimated $1.14M.
Winslow Asset Management first reported a position in AT&T in Q2 2013 and held it in 18 quarters.
Winslow Asset Management's AT&T position peaked at $3.9M in Q3 2018.
2,530 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Winslow Asset Management's 13F filing for Q4 2021, filed 7 Feb 2022.