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Alphinity Investment Management’s American Tower AMT Stock Holding History

Alphinity Investment Management’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
2023
Q2 		– Sell
-382,345
Closed -$78.1M – 32
2023
Q1 		$78.1M Sell
382,345
-471,490
-55% -$98.9M 1.75% 19
2022
Q4 		$181M Sell
853,835
-88,485
-9% -$18.4M 5.3% 12
2022
Q3 		$202M Buy
942,320
+120,405
+15% +$30.9M 6.48% 7
2022
Q2 		$210M Buy
821,915
+780,746
+1,896% +$196M 6.41% 6
2022
Q1 		$10.3M Sell
41,169
-4,294
-9% -$1.05M 0.24% 23
2021
Q4 		$13.3M Buy
45,463
+688
+2% +$188K 0.3% 22
2021
Q3 		$11.9M Buy
+44,775
New +$12.8M 0.44% 20
2021
Q1 		– Sell
-17,617
Closed -$3.95M – 26
2020
Q4 		$3.95M Sell
17,617
-137,362
-89% -$31.9M 0.33% 27
2020
Q3 		$37.5M Sell
154,979
-1,729
-1% -$438K 3.64% 19
2020
Q2 		$40.5M Buy
156,708
+21,302
+16% +$5.27M 4.57% 11
2020
Q1 		$29.5M Buy
135,406
+23,584
+21% +$5.49M 3.88% 14
2019
Q4 		$25.7M Sell
111,822
-43,414
-28% -$9.46M 2.84% 23
2019
Q3 		$34.3M Sell
155,236
-13,362
-8% -$2.92M 3.96% 10
2019
Q2 		$34.5M Buy
168,598
+2,409
+1% +$484K 4.28% 9
2019
Q1 		$32.7M Buy
166,189
+38,067
+30% +$6.68M 4.66% 7
2018
Q4 		$20.3M Sell
128,122
-13,260
-9% -$2.07M 4.52% 10
2018
Q3 		$20.5M Buy
141,382
+35,351
+33% +$5.18M 3.92% 10
2018
Q2 		$15.3M Buy
106,031
+150
+0.1% +$20.8K 3.1% 21
2018
Q1 		$15.4M Buy
105,881
+66,772
+171% +$9.41M 3.49% 18
2017
Q4 		$5.58M Buy
+39,109
New +$5.58M 5% 10

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Alphinity Investment Management's AMT Position: Q2 2023 in Review

Alphinity Investment Management sold out of American Tower (AMT) in Q2 2023, closing a stake of 382,345 shares — an estimated $78.1M sold.

Alphinity Investment Management first reported a position in AMT in Q4 2017 and held it in 20 quarters. The position peaked at $210M in Q2 2022. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

  • Alphinity Investment Management reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
  • Alphinity Investment Management sold 382,345 American Tower shares in Q2 2023, an estimated $78.1M.
  • Alphinity Investment Management first reported a position in American Tower in Q4 2017 and held it in 20 quarters.
  • Alphinity Investment Management's American Tower position peaked at $210M in Q2 2022.
  • 1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Alphinity Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.