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Carl P. Sherr & Co’s American Tower AMT Stock Holding History

Carl P. Sherr & Co’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
Q1 		– Sell
-695
Closed -$203K – 121
2021
Q4 		$203K Buy
+695
New +$190K 0.12% 123
2021
Q3 		– Sell
-749
Closed -$202K – 103
2021
Q2 		$202K Buy
+749
New +$191K 0.14% 119
2020
Q1 		– Sell
-926
Closed -$213K – 101
2019
Q4 		$213K Buy
+926
New +$202K 0.21% 106

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carl P. Sherr & Co's AMT Position: Q1 2022 in Review

Carl P. Sherr & Co sold out of American Tower (AMT) in Q1 2022, closing a stake of 695 shares — an estimated $203K sold.

Carl P. Sherr & Co first reported a position in AMT in Q4 2019 and held it in 3 quarters. The position peaked at $213K in Q4 2019. 1,719 funds tracked by Wall St. Rank hold AMT as of Q1 2022.

  • Carl P. Sherr & Co reported no remaining American Tower position as of Q1 2022 after selling out during the quarter.
  • Carl P. Sherr & Co sold 695 American Tower shares in Q1 2022, an estimated $203K.
  • Carl P. Sherr & Co first reported a position in American Tower in Q4 2019 and held it in 3 quarters.
  • Carl P. Sherr & Co's American Tower position peaked at $213K in Q4 2019.
  • 1,719 funds tracked by Wall St. Rank held American Tower as of Q1 2022.

Based on Carl P. Sherr & Co's 13F filing for Q1 2022, filed 3 May 2022.