British Steel Pension Fund’s American Tower AMT Stock Holding History

British Steel Pension Fund’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
2021 Q3	$37.7M	Hold	142,000	–	–	9.2%	2
2021 Q2	$38.4M	Hold	142,000	–	–	8.94%	2
2021 Q1	$36.2M	Sell	142,000 -8,000	-5%	-$1.78M	8.08%	2
2020 Q4	$38.8M	Hold	150,000	–	–	9.97%	2
2020 Q3	$38.8M	Hold	150,000	–	–	9.97%	2
2020 Q2	$38.8M	Hold	150,000	–	–	9.97%	2
2020 Q1	$32.7M	Sell	150,000 -970	-0.6%	-$226K	9.3%	2
2019 Q4	$34.7M	Hold	150,970	–	–	6.26%	2
2019 Q3	$33.4M	Sell	150,970 -681	-0.4%	-$149K	6.01%	3
2019 Q2	$31M	Sell	151,651 -1,805	-1%	-$363K	4.69%	4
2019 Q1	$30.2M	Sell	153,456 -365	-0.2%	-$64K	5.29%	4
2018 Q4	$22.4M	Buy	+153,821	New	+$24M	3.81%	8
2018 Q2	$22.4M	Buy	155,705 +7,830	+5%	+$1.09M	3.61%	7
2018 Q1	$21.1M	Hold	147,875	–	–	2.46%	8
2017 Q4	$21.1M	Hold	147,875	–	–	2.46%	8
2017 Q3	$20.2M	Buy	147,875 +6,803	+5%	+$947K	2.44%	10
2017 Q2	$18.7M	Hold	141,072	–	–	2.04%	13
2017 Q1	$17.1M	Buy	141,072 +123,695	+712%	+$13.6M	1.93%	13
2016 Q4	$1.84M	Hold	17,377	–	–	0.23%	109
2016 Q3	$1.97M	Hold	17,377	–	–	0.25%	94
2016 Q2	$1.97M	Sell	17,377 -13,165	-43%	-$1.4M	0.27%	79
2016 Q1	$3.13M	Sell	30,542 -2,040	-6%	-$191K	0.31%	87
2015 Q4	$3.16M	Buy	+32,582	New	+$3.17M	0.32%	101
2015 Q2	$3.23M	Hold	34,609	–	–	0.31%	102
2015 Q1	$3.26M	Hold	34,609	–	–	0.31%	101
2014 Q4	$3.42M	Hold	34,609	–	–	0.33%	98
2014 Q3	$3.24M	Sell	34,609 -2,276	-6%	-$217K	0.32%	101
2014 Q2	$3.32M	Hold	36,885	–	–	0.31%	102
2014 Q1	$3.02M	Sell	36,885 -2,569	-7%	-$209K	0.3%	108
2013 Q4	$3.15M	Buy	+39,454	New	+$3.06M	0.31%	108
2013 Q3	–	Sell	-21,533	Closed	-$1.58M	–	180
2013 Q2	$1.58M	Buy	+21,533	New	+$1.71M	0.16%	168

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

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

ACM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

British Steel Pension Fund's AMT Position: Q3 2021 in Review

British Steel Pension Fund held its American Tower (AMT) position steady in Q3 2021 at 142,000 shares worth $37.7M. The position accounts for 9.2% of the portfolio, ranked #2.

British Steel Pension Fund first reported a position in AMT in Q2 2013 and has held it in 31 quarters since. The position peaked at $38.8M in Q4 2020. 1,673 funds tracked by Wall St. Rank hold AMT as of Q3 2021.

British Steel Pension Fund held 142,000 shares of American Tower worth $37.7M as of Q3 2021.
British Steel Pension Fund left its American Tower share count unchanged in Q3 2021.
American Tower made up 9.2% of British Steel Pension Fund's portfolio in Q3 2021, its #2 holding.
British Steel Pension Fund first reported a position in American Tower in Q2 2013 and has held it in 31 quarters since.
British Steel Pension Fund's American Tower position peaked at $38.8M in Q4 2020.
1,673 funds tracked by Wall St. Rank held American Tower as of Q3 2021.

Based on British Steel Pension Fund's 13F filing for Q3 2021, filed 29 Nov 2021.