Arthur M. Cohen & Associates’s American Tower AMT Stock Holding History

Arthur M. Cohen & Associates’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	-1,291	Closed	-$264K	–	138
2023 Q1	$264K	Sell	1,291 -284	-18%	-$59.6K	0.07%	108
2022 Q4	$334K	Hold	1,575	–	–	0.09%	98
2022 Q3	$338K	Hold	1,575	–	–	0.09%	94
2022 Q2	$403K	Hold	1,575	–	–	0.1%	94
2022 Q1	$396K	Sell	1,575 -78	-5%	-$19K	0.08%	99
2021 Q4	$484K	Hold	1,653	–	–	0.09%	104
2021 Q3	$439K	Hold	1,653	–	–	0.09%	105
2021 Q2	$447K	Buy	1,653 +40	+2%	+$10.2K	0.09%	111
2021 Q1	$385K	Hold	1,613	–	–	0.09%	112
2020 Q4	$362K	Hold	1,613	–	–	0.09%	113
2020 Q3	$390K	Hold	1,613	–	–	0.1%	100
2020 Q2	$417K	Hold	1,613	–	–	0.13%	87
2020 Q1	$334K	Sell	1,613 -40	-2%	-$9.31K	0.13%	82
2019 Q4	$380K	Buy	1,653 +85	+5%	+$18.5K	0.12%	95
2019 Q3	$347K	Buy	1,568 +140	+10%	+$30.6K	0.1%	93
2019 Q2	$292K	Hold	1,428	–	–	0.1%	98
2019 Q1	$281K	Hold	1,428	–	–	0.1%	98
2018 Q4	$207K	Hold	1,428	–	–	0.07%	109
2018 Q3	$207K	Hold	1,428	–	–	0.06%	117
2018 Q2	$206K	Hold	1,428	–	–	0.08%	110
2018 Q1	$205K	Hold	1,428	–	–	0.08%	108
2017 Q4	$226K	Buy	+1,428	New	+$204K	0.06%	106

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Arthur M. Cohen & Associates's AMT Position: Q2 2023 in Review

Arthur M. Cohen & Associates sold out of American Tower (AMT) in Q2 2023, closing a stake of 1,291 shares — an estimated $264K sold.

Arthur M. Cohen & Associates first reported a position in AMT in Q4 2017 and held it in 22 quarters. The position peaked at $484K in Q4 2021. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

Arthur M. Cohen & Associates reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
Arthur M. Cohen & Associates sold 1,291 American Tower shares in Q2 2023, an estimated $264K.
Arthur M. Cohen & Associates first reported a position in American Tower in Q4 2017 and held it in 22 quarters.
Arthur M. Cohen & Associates's American Tower position peaked at $484K in Q4 2021.
1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Arthur M. Cohen & Associates's 13F filing for Q2 2023, filed 19 Jul 2023.