Aperio Group’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $74.5M | Sell |
331,967
-16,233
| -5% | -$3.77M | 0.22% | 73 |
|
|
2020
Q3 | $84.2M | Sell |
348,200
-4,358
| -1% | -$1.1M | 0.28% | 59 |
|
|
2020
Q2 | $91.2M | Sell |
352,558
-32,581
| -8% | -$8.06M | 0.34% | 51 |
|
|
2020
Q1 | $83.9M | Buy |
385,139
+23,554
| +7% | +$5.48M | 0.37% | 50 |
|
|
2019
Q4 | $83.1M | Buy |
361,585
+31,869
| +10% | +$6.94M | 0.3% | 59 |
|
|
2019
Q3 | $72.9M | Buy |
329,716
+9,473
| +3% | +$2.07M | 0.29% | 62 |
|
|
2019
Q2 | $65.5M | Buy |
320,243
+9,602
| +3% | +$1.93M | 0.27% | 71 |
|
|
2019
Q1 | $61.2M | Buy |
310,641
+19,622
| +7% | +$3.44M | 0.26% | 71 |
|
|
2018
Q4 | $46M | Buy |
291,019
+16,795
| +6% | +$2.63M | 0.23% | 87 |
|
|
2018
Q3 | $39.8M | Buy |
274,224
+8,610
| +3% | +$1.26M | 0.18% | 127 |
|
|
2018
Q2 | $38.3M | Sell |
265,614
-467
| -0.2% | -$64.9K | 0.18% | 126 |
|
|
2018
Q1 | $38.7M | Buy |
266,081
+11,349
| +4% | +$1.6M | 0.19% | 117 |
|
|
2017
Q4 | $36.3M | Buy |
254,732
+13,485
| +6% | +$1.93M | 0.18% | 122 |
|
|
2017
Q3 | $33M | Buy |
241,247
+18,605
| +8% | +$2.59M | 0.19% | 119 |
|
|
2017
Q2 | $29.5M | Buy |
222,642
+29,236
| +15% | +$3.75M | 0.18% | 123 |
|
|
2017
Q1 | $23.5M | Buy |
193,406
+7,536
| +4% | +$829K | 0.16% | 144 |
|
|
2016
Q4 | $19.6M | Sell |
185,870
-16,602
| -8% | -$1.8M | 0.15% | 155 |
|
|
2016
Q3 | $22.9M | Buy |
202,472
+11,011
| +6% | +$1.26M | 0.17% | 145 |
|
|
2016
Q2 | $21.8M | Buy |
191,461
+912
| +0.5% | +$97.1K | 0.17% | 140 |
|
|
2016
Q1 | $19.5M | Buy |
190,549
+4,264
| +2% | +$399K | 0.17% | 145 |
|
|
2015
Q4 | $18.1M | Buy |
186,285
+21,319
| +13% | +$2.08M | 0.17% | 149 |
|
|
2015
Q3 | $14.5M | Buy |
164,966
+11,416
| +7% | +$1.07M | 0.15% | 163 |
|
|
2015
Q2 | $14.3M | Buy |
153,550
+10,779
| +8% | +$1.02M | 0.15% | 165 |
|
|
2015
Q1 | $13.4M | Buy |
142,771
+10,955
| +8% | +$1.07M | 0.15% | 158 |
|
|
2014
Q4 | $13M | Buy |
131,816
+7,184
| +6% | +$706K | 0.16% | 152 |
|
|
2014
Q3 | $11.7M | Buy |
124,632
+7,458
| +6% | +$710K | 0.16% | 163 |
|
|
2014
Q2 | $10.5M | Buy |
117,174
+2,985
| +3% | +$258K | 0.15% | 172 |
|
|
2014
Q1 | $9.35M | Buy |
+114,189
| New | +$9.3M | 0.13% | 187 |
|
|
2013
Q4 | – | Sell |
-81,469
| Closed | -$6.33M | – | 181 |
|
|
2013
Q3 | $6.04M | Buy |
81,469
+3,563
| +5% | +$257K | 0.12% | 213 |
|
|
2013
Q2 | $5.7M | Buy |
+77,906
| New | +$6.2M | 0.14% | 171 |
|
Other funds holding AMT
Aperio Group's AMT Position: Q4 2020 in Review
Aperio Group reduced its American Tower (AMT) stake by 4.7% in Q4 2020, selling an estimated $3.77M and leaving 331,967 shares worth $74.5M. The position accounts for 0.22% of the portfolio, ranked #73.
Aperio Group first reported a position in AMT in Q2 2013 and has held it in 30 quarters since. The position peaked at $91.2M in Q2 2020. 1,586 funds tracked by Wall St. Rank hold AMT as of Q4 2020.
- Aperio Group held 331,967 shares of American Tower worth $74.5M as of Q4 2020.
- Aperio Group sold 16,233 American Tower shares in Q4 2020, an estimated $3.77M.
- American Tower made up 0.22% of Aperio Group's portfolio in Q4 2020, its #73 holding.
- Aperio Group first reported a position in American Tower in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's American Tower position peaked at $91.2M in Q2 2020.
- 1,586 funds tracked by Wall St. Rank held American Tower as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.