Citizens Business Bank’s American Tower AMT Stock Holding History

Citizens Business Bank’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	-5,044	Closed	-$1.29M	–	125
2022 Q2	$1.29M	Buy	5,044 +44	+0.9%	+$11K	0.18%	125
2022 Q1	$1.26M	Hold	5,000	–	–	0.15%	148
2021 Q4	$1.46M	Hold	5,000	–	–	0.18%	131
2021 Q3	$1.33M	Hold	5,000	–	–	0.18%	134
2021 Q2	$1.35M	Hold	5,000	–	–	0.18%	136
2021 Q1	$1.2M	Sell	5,000 -379	-7%	-$84.4K	0.17%	145
2020 Q4	$1.21M	Hold	5,379	–	–	0.18%	135
2020 Q3	$1.3M	Hold	5,379	–	–	0.22%	114
2020 Q2	$1.39M	Sell	5,379 -68	-1%	-$16.8K	0.25%	105
2020 Q1	$1.19M	Buy	5,447 +447	+9%	+$104K	0.24%	106
2019 Q4	$1.15M	Hold	5,000	–	–	0.19%	145
2019 Q3	$1.11M	Hold	5,000	–	–	0.18%	140
2019 Q2	$1.02M	Hold	5,000	–	–	0.17%	155
2019 Q1	$985K	Hold	5,000	–	–	0.17%	151
2018 Q4	$791K	Sell	5,000 -400	-7%	-$62.5K	0.15%	162
2018 Q3	$785K	Hold	5,400	–	–	0.13%	176
2018 Q2	$779K	Sell	5,400 -5,300	-50%	-$736K	0.13%	173
2018 Q1	$1.55M	Buy	+10,700	New	+$1.51M	0.27%	98

Other funds holding AMT

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

BlackRock New York $5.7T 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Janus Henderson Group

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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return