Cadian Capital Management’s American Tower AMT Stock Holding History

Cadian Capital 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
2018 Q4	–	Sell	-380,000	Closed	-$55.2M	–	30
2018 Q3	$55.2M	Sell	380,000 -230,000	-38%	-$33.7M	2.51%	19
2018 Q2	$87.9M	Sell	610,000 -100,000	-14%	-$13.9M	4.23%	10
2018 Q1	$103M	Buy	710,000 +354,115	+100%	+$49.9M	5.58%	8
2017 Q4	$50.8M	Buy	355,885 +30,000	+9%	+$4.28M	3.09%	14
2017 Q3	$44.5M	Buy	325,885 +175,100	+116%	+$24.4M	2.08%	15
2017 Q2	$20M	Sell	150,785 -363,600	-71%	-$46.6M	0.97%	31
2017 Q1	$62.5M	Sell	514,385 -227,500	-31%	-$25M	2.99%	11
2016 Q4	$78.4M	Buy	741,885 +413,135	+126%	+$44.9M	4.17%	8
2016 Q3	$37.3M	Sell	328,750 -281,250	-46%	-$32.2M	1.97%	19
2016 Q2	$69.3M	Buy	610,000 +45,000	+8%	+$4.79M	3.81%	10
2016 Q1	$57.8M	Buy	+565,000	New	+$52.8M	3.88%	8

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Cadian Capital Management's AMT Position: Q4 2018 in Review

Cadian Capital Management sold out of American Tower (AMT) in Q4 2018, closing a stake of 380,000 shares — an estimated $55.2M sold.

Cadian Capital Management first reported a position in AMT in Q1 2016 and held it in 11 quarters. The position peaked at $103M in Q1 2018. 1,175 funds tracked by Wall St. Rank hold AMT as of Q4 2018.

Cadian Capital Management reported no remaining American Tower position as of Q4 2018 after selling out during the quarter.
Cadian Capital Management sold 380,000 American Tower shares in Q4 2018, an estimated $55.2M.
Cadian Capital Management first reported a position in American Tower in Q1 2016 and held it in 11 quarters.
Cadian Capital Management's American Tower position peaked at $103M in Q1 2018.
1,175 funds tracked by Wall St. Rank held American Tower as of Q4 2018.

Based on Cadian Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.