ADE LLC’s American Tower AMT Stock Holding History

ADE LLC’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-75	Closed	-$20K	–	90
2021 Q3	$20K	Hold	75	–	–	0.02%	168
2021 Q2	$20K	Hold	75	–	–	0.02%	182
2021 Q1	$18K	Sell	75 -70	-48%	-$15.6K	0.02%	173
2020 Q4	$32K	Buy	+145	New	+$33.7K	0.03%	188

Other funds holding AMT

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

ADE LLC's AMT Position: Q4 2021 in Review

ADE LLC sold out of American Tower (AMT) in Q4 2021, closing a stake of 75 shares — an estimated $20K sold.

ADE LLC first reported a position in AMT in Q4 2020 and held it in 4 quarters. The position peaked at $32K in Q4 2020. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2021.

ADE LLC reported no remaining American Tower position as of Q4 2021 after selling out during the quarter.
ADE LLC sold 75 American Tower shares in Q4 2021, an estimated $20K.
ADE LLC first reported a position in American Tower in Q4 2020 and held it in 4 quarters.
ADE LLC's American Tower position peaked at $32K in Q4 2020.
1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2021.

Based on ADE LLC's 13F filing for Q4 2021, filed 14 Feb 2022.