Charter Oak Capital Management’s American Tower AMT Stock Holding History

Charter Oak 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
2022 Q3	–	Sell	-100	Closed	-$26K	–	194
2022 Q2	$26K	Hold	100	–	–	﹤0.01%	430
2022 Q1	$25K	Hold	100	–	–	﹤0.01%	465
2021 Q4	$29K	Hold	100	–	–	﹤0.01%	437
2021 Q3	$27K	Hold	100	–	–	﹤0.01%	412
2021 Q2	$27K	Hold	100	–	–	﹤0.01%	399
2021 Q1	$24K	Hold	100	–	–	﹤0.01%	407
2020 Q4	$22K	Buy	+100	New	+$23.2K	﹤0.01%	397

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Charter Oak Capital Management's AMT Position: Q3 2022 in Review

Charter Oak Capital Management sold out of American Tower (AMT) in Q3 2022, closing a stake of 100 shares — an estimated $26K sold.

Charter Oak Capital Management first reported a position in AMT in Q4 2020 and held it in 7 quarters. The position peaked at $29K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

Charter Oak Capital Management reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 100 American Tower shares in Q3 2022, an estimated $26K.
Charter Oak Capital Management first reported a position in American Tower in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's American Tower position peaked at $29K in Q4 2021.
1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.