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Broadleaf Partners’s American Tower AMT Stock Holding History

Broadleaf Partners’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 		– Sell
-15,974
Closed -$4.32M – 73
2021
Q2 		$4.32M Sell
15,974
-589
-4% -$150K 1.5% 28
2021
Q1 		$3.96M Buy
16,563
+710
+4% +$158K 1.49% 26
2020
Q4 		$3.56M Sell
15,853
-15
-0.1% -$3.49K 1.4% 27
2020
Q3 		$3.84M Buy
15,868
+3,858
+32% +$978K 1.69% 24
2020
Q2 		$3.1M Buy
12,010
+3,369
+39% +$833K 1.52% 25
2020
Q1 		$1.88M Sell
8,641
-3,235
-27% -$753K 1.21% 32
2019
Q4 		$2.73M Sell
11,876
-110
-0.9% -$24K 1.49% 30
2019
Q3 		$2.65M Sell
11,986
-3,359
-22% -$733K 1.66% 30
2019
Q2 		$3.14M Buy
15,345
+4,718
+44% +$948K 2.01% 26
2019
Q1 		$2.09M Sell
10,627
-143
-1% -$25.1K 1.46% 30
2018
Q4 		$1.7M Sell
10,770
-184
-2% -$28.8K 1.36% 31
2018
Q3 		$1.59M Sell
10,954
-216
-2% -$31.7K 1.07% 35
2018
Q2 		$1.61M Sell
11,170
-7,662
-41% -$1.06M 1.18% 35
2018
Q1 		$2.74M Buy
18,832
+129
+0.7% +$18.2K 2.11% 21
2017
Q4 		$2.67M Buy
+18,703
New +$2.67M 2.22% 21

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Broadleaf Partners's AMT Position: Q3 2021 in Review

Broadleaf Partners sold out of American Tower (AMT) in Q3 2021, closing a stake of 15,974 shares — an estimated $4.32M sold.

Broadleaf Partners first reported a position in AMT in Q4 2017 and held it in 15 quarters. The position peaked at $4.32M in Q2 2021. 1,673 funds tracked by Wall St. Rank hold AMT as of Q3 2021.

  • Broadleaf Partners reported no remaining American Tower position as of Q3 2021 after selling out during the quarter.
  • Broadleaf Partners sold 15,974 American Tower shares in Q3 2021, an estimated $4.32M.
  • Broadleaf Partners first reported a position in American Tower in Q4 2017 and held it in 15 quarters.
  • Broadleaf Partners's American Tower position peaked at $4.32M in Q2 2021.
  • 1,673 funds tracked by Wall St. Rank held American Tower as of Q3 2021.

Based on Broadleaf Partners's 13F filing for Q3 2021, filed 9 Nov 2021.