Arlington Partners’s American Tower AMT Stock Holding History

Arlington Partners’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
2024 Q1	–	Sell	-149	Closed	-$32.2K	–	69
2023 Q4	$32.2K	Buy	+149	New	+$28.2K	0.01%	163
2023 Q3	–	Sell	-1,574	Closed	-$305K	–	348
2023 Q2	$305K	Buy	1,574 +1,316	+510%	+$257K	0.05%	111
2023 Q1	$52.7K	Sell	258 -572	-69%	-$120K	0.01%	266
2022 Q4	$176K	Buy	830 +78	+10%	+$16.2K	0.03%	102
2022 Q3	$161K	Sell	752 -158	-17%	-$40.6K	0.06%	94
2022 Q2	$233K	Buy	910 +158	+21%	+$39.6K	0.08%	95
2022 Q1	$189K	Sell	752 -213	-22%	-$52K	0.05%	114
2021 Q4	$282K	Buy	965 +175	+22%	+$47.8K	0.08%	93
2021 Q3	$210K	Hold	790	–	–	0.06%	104
2021 Q2	$213K	Sell	790 -49	-6%	-$12.5K	0.07%	80
2021 Q1	$201K	Buy	839 +572	+214%	+$127K	0.07%	91
2020 Q4	$60K	Buy	+267	New	+$62.1K	0.03%	95

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

Geode Capital Management

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Fidelity Investments

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return