Aspiriant LLC’s American Tower AMT Stock Holding History

Aspiriant 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
2024 Q4	–	Sell	-949	Closed	-$221K	–	290
2024 Q3	$221K	Buy	+949	New	+$210K	0.01%	269
2022 Q1	–	Sell	-785	Closed	-$230K	–	277
2021 Q4	$230K	Buy	+785	New	+$214K	0.01%	251
2021 Q3	–	Sell	-1,062	Closed	-$287K	–	234
2021 Q2	$287K	Buy	+1,062	New	+$271K	0.02%	202
2020 Q1	–	Sell	-985	Closed	-$225K	–	187
2019 Q4	$225K	Hold	985	–	–	0.02%	188
2019 Q3	$217K	Sell	985 -134	-12%	-$29.2K	0.02%	206
2019 Q2	$228K	Sell	1,119 -74	-6%	-$14.9K	0.02%	205
2019 Q1	$235K	Sell	1,193 -619	-34%	-$109K	0.02%	206
2018 Q4	$286K	Sell	1,812 -47	-3%	-$7.35K	0.02%	189
2018 Q3	$271K	Hold	1,859	–	–	0.02%	206
2018 Q2	$268K	Buy	1,859 +275	+17%	+$38.2K	0.02%	214
2018 Q1	$230K	Buy	+1,584	New	+$223K	0.02%	222
2017 Q3	–	Sell	-2,163	Closed	-$286K	–	203
2017 Q2	$286K	Buy	+2,163	New	+$277K	0.02%	176
2017 Q1	–	Sell	-3,076	Closed	-$325K	–	213
2016 Q4	$325K	Hold	3,076	–	–	0.03%	157
2016 Q3	$349K	Hold	3,076	–	–	0.03%	155
2016 Q2	$287K	Hold	3,076	–	–	0.03%	157
2016 Q1	$315K	Buy	+3,076	New	+$288K	0.03%	151

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

Aspiriant LLC's AMT Position: Q4 2024 in Review

Aspiriant LLC sold out of American Tower (AMT) in Q4 2024, closing a stake of 949 shares — an estimated $221K sold.

Aspiriant LLC first reported a position in AMT in Q1 2016 and held it in 16 quarters. The position peaked at $349K in Q3 2016. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

Aspiriant LLC reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
Aspiriant LLC sold 949 American Tower shares in Q4 2024, an estimated $221K.
Aspiriant LLC first reported a position in American Tower in Q1 2016 and held it in 16 quarters.
Aspiriant LLC's American Tower position peaked at $349K in Q3 2016.
1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Aspiriant LLC's 13F filing for Q4 2024, filed 16 Jan 2025.