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Cerity Partners OCIO’s American Tower AMT Stock Holding History

Cerity Partners OCIO’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 		$811K Sell
3,826
-415
-10% -$86.4K 0.03% 268
2022
Q3 		$910K Buy
4,241
+119
+3% +$30.6K 0.03% 240
2022
Q2 		$1.05M Buy
4,122
+271
+7% +$68K 0.04% 211
2022
Q1 		$967K Buy
3,851
+684
+22% +$167K 0.03% 243
2021
Q4 		$926K Buy
3,167
+418
+15% +$114K 0.03% 234
2021
Q3 		$730K Buy
2,749
+358
+15% +$102K 0.02% 261
2021
Q2 		$646K Buy
2,391
+352
+17% +$89.7K 0.02% 271
2021
Q1 		$488K Buy
2,039
+417
+26% +$92.9K 0.02% 284
2020
Q4 		$364K Buy
1,622
+177
+12% +$41.1K 0.01% 298
2020
Q3 		$349K Buy
1,445
+258
+22% +$65.4K 0.02% 271
2020
Q2 		$307K Buy
+1,187
New +$294K 0.01% 270

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Cerity Partners OCIO's AMT Position: Q4 2022 in Review

Cerity Partners OCIO reduced its American Tower (AMT) stake by 9.8% in Q4 2022, selling an estimated $86.4K and leaving 3,826 shares worth $811K. The position accounts for 0.03% of the portfolio, ranked #268.

Cerity Partners OCIO first reported a position in AMT in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.05M in Q2 2022. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • Cerity Partners OCIO held 3,826 shares of American Tower worth $811K as of Q4 2022.
  • Cerity Partners OCIO sold 415 American Tower shares in Q4 2022, an estimated $86.4K.
  • American Tower made up 0.03% of Cerity Partners OCIO's portfolio in Q4 2022, its #268 holding.
  • Cerity Partners OCIO first reported a position in American Tower in Q2 2020 and has held it in 11 quarters since.
  • Cerity Partners OCIO's American Tower position peaked at $1.05M in Q2 2022.
  • 1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.