Autus Asset Management’s American Tower AMT Stock Holding History

Autus Asset 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
2022 Q4	$2.28M	Sell	10,745 -723	-6%	-$150K	0.41%	64
2022 Q3	$2.46M	Buy	11,468 +209	+2%	+$53.7K	0.47%	64
2022 Q2	$2.88M	Buy	11,259 +362	+3%	+$90.8K	0.51%	61
2022 Q1	$2.74M	Sell	10,897 -3,377	-24%	-$824K	0.41%	66
2021 Q4	$4.17M	Buy	14,274 +176	+1%	+$48.1K	0.42%	65
2021 Q3	$3.74M	Buy	14,098 +713	+5%	+$203K	0.41%	65
2021 Q2	$3.62M	Buy	13,385 +290	+2%	+$73.9K	0.4%	67
2021 Q1	$3.13M	Buy	13,095 +1,297	+11%	+$289K	0.37%	68
2020 Q4	$2.65M	Sell	11,798 -1,008	-8%	-$234K	0.34%	68
2020 Q3	$3.1M	Buy	12,806 +752	+6%	+$191K	0.41%	67
2020 Q2	$3.12M	Buy	12,054 +1,216	+11%	+$301K	0.45%	64
2020 Q1	$2.36M	Buy	10,838 +223	+2%	+$51.9K	0.42%	65
2019 Q4	$2.44M	Buy	10,615 +628	+6%	+$137K	0.35%	70
2019 Q3	$2.21M	Buy	9,987 +2,596	+35%	+$567K	0.35%	70
2019 Q2	$1.51M	Buy	7,391 +2,309	+45%	+$464K	0.24%	75
2019 Q1	$1M	Buy	+5,082	New	+$891K	0.17%	90
2018 Q3	–	Sell	-1,723	Closed	-$248K	–	152
2018 Q2	$248K	Buy	+1,723	New	+$239K	0.04%	139

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Autus Asset Management's AMT Position: Q4 2022 in Review

Autus Asset Management reduced its American Tower (AMT) stake by 6.3% in Q4 2022, selling an estimated $150K and leaving 10,745 shares worth $2.28M. The position accounts for 0.41% of the portfolio, ranked #64.

Autus Asset Management first reported a position in AMT in Q2 2018 and has held it in 17 quarters since. The position peaked at $4.17M in Q4 2021. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

Autus Asset Management held 10,745 shares of American Tower worth $2.28M as of Q4 2022.
Autus Asset Management sold 723 American Tower shares in Q4 2022, an estimated $150K.
American Tower made up 0.41% of Autus Asset Management's portfolio in Q4 2022, its #64 holding.
Autus Asset Management first reported a position in American Tower in Q2 2018 and has held it in 17 quarters since.
Autus Asset Management's American Tower position peaked at $4.17M in Q4 2021.
1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.