TMUS β€” T-Mobile US Inc

Ownership history in EVERETT HARRIS & CO /CA/  Β·  3 quarters on record

This page tracks every 13F SEC filing in which EVERETT HARRIS & CO /CA/ reported a position in T-Mobile US Inc (TMUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

EVERETT HARRIS & CO /CA/ Γ— TMUS AI Analytics

πŸ“‰ EVERETT HARRIS & CO /CA/ underperformed the S&P 500 by –56.8% annually on this TMUS position. Average cost basis: $262.23. Maximum drawdown during holding period: –10.3%.

πŸ“ˆ Position Alpha vs SPY
-56.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 56.8% ann.
2 quarters analyzed

πŸ’° Entry Quality
$262.23
-9.6% vs current ($237.06)

Best entry: $262.23 (2025 Q1)  Β·  Worst: $262.23 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–10.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TMUS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 874 β€” 0% 0.00% $209K $237.06
2025 Q2 UNCHANGED 874 β€” 0% 0.00% $208K $235.12
2025 Q1 INITIATED 874 β€” β€” 0.00% $233K $262.23

🏒 Other funds also holding TMUS

As of 2025 Q4 β€” sorted by position size

Crake Asset Management LLP 3Y 6.94% Copos Capital S.a r.l. 6.2% Act Two Investors LLC 3Y 7Y 5.74% 140 Summer Partners LP 3Y 5.71% Sustainable Insight Capital Management, LLC 3Y 7Y 4.71% ACCOUNT MANAGEMENT LLC 3Y 7Y 3.5% Ardmore Road Asset Management LP 3Y 3.4% Overbrook Management Corp 3Y 7Y 3.36% SEVEN GRAND MANAGERS, LLC 3Y 3.09% HOERTKORN RICHARD CHARLES 3Y 7Y 2.76%
← Back to EVERETT HARRIS & CO /CA/ Holdings