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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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return