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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

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

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

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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return