Copeland Capital Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
999
-439
| -31% | -$97K | ﹤0.01% | 147 |
|
|
2025
Q1 | $313K | Hold |
1,438
| – | – | 0.01% | 135 |
|
|
2024
Q4 | $264K | Hold |
1,438
| – | – | ﹤0.01% | 141 |
|
|
2024
Q3 | $334K | Hold |
1,438
| – | – | 0.01% | 136 |
|
|
2024
Q2 | $280K | Hold |
1,438
| – | – | 0.01% | 139 |
|
|
2024
Q1 | $284K | Sell |
1,438
-7
| -0.5% | -$1.38K | 0.01% | 135 |
|
|
2023
Q4 | $312K | Sell |
1,445
-51
| -3% | -$11K | 0.01% | 125 |
|
|
2023
Q3 | $246K | Sell |
1,496
-1,026
| -41% | -$169K | 0.01% | 134 |
|
|
2023
Q2 | $489K | Sell |
2,522
-253
| -9% | -$49.1K | 0.01% | 130 |
|
|
2023
Q1 | $567K | Hold |
2,775
| – | – | 0.01% | 127 |
|
|
2022
Q4 | $588K | Sell |
2,775
-995
| -26% | -$211K | 0.02% | 130 |
|
|
2022
Q3 | $809K | Sell |
3,770
-30,290
| -89% | -$6.5M | 0.03% | 125 |
|
|
2022
Q2 | $8.71M | Sell |
34,060
-10,776
| -24% | -$2.75M | 0.28% | 96 |
|
|
2022
Q1 | $11.3M | Buy |
44,836
+136
| +0.3% | +$34.2K | 0.31% | 90 |
|
|
2021
Q4 | $13.1M | Buy |
44,700
+676
| +2% | +$198K | 0.34% | 89 |
|
|
2021
Q3 | $11.7M | Buy |
44,024
+15,504
| +54% | +$4.11M | 0.33% | 90 |
|
|
2021
Q2 | $7.7M | Buy |
28,520
+480
| +2% | +$130K | 0.23% | 90 |
|
|
2021
Q1 | $6.7M | Buy |
28,040
+2,191
| +8% | +$524K | 0.21% | 90 |
|
|
2020
Q4 | $5.8M | Sell |
25,849
-82
| -0.3% | -$18.4K | 0.23% | 90 |
|
|
2020
Q3 | $6.27M | Sell |
25,931
-644
| -2% | -$156K | 0.28% | 80 |
|
|
2020
Q2 | $6.87M | Sell |
26,575
-289
| -1% | -$74.7K | 0.35% | 77 |
|
|
2020
Q1 | $5.85M | Buy |
26,864
+2,561
| +11% | +$558K | 0.36% | 76 |
|
|
2019
Q4 | $5.59M | Sell |
24,303
-722
| -3% | -$166K | 0.24% | 89 |
|
|
2019
Q3 | $5.53M | Sell |
25,025
-263
| -1% | -$58.2K | 0.28% | 88 |
|
|
2019
Q2 | $5.17M | Buy |
25,288
+106
| +0.4% | +$21.7K | 0.29% | 82 |
|
|
2019
Q1 | $4.96M | Sell |
25,182
-20,758
| -45% | -$4.09M | 0.32% | 81 |
|
|
2018
Q4 | $7.27M | Buy |
45,940
+112
| +0.2% | +$17.7K | 0.52% | 68 |
|
|
2018
Q3 | $6.66M | Sell |
45,828
-217
| -0.5% | -$31.5K | 0.4% | 103 |
|
|
2018
Q2 | $6.64M | Sell |
46,045
-913
| -2% | -$132K | 0.39% | 95 |
|
|
2018
Q1 | $6.82M | Sell |
46,958
-1,192
| -2% | -$173K | 0.44% | 90 |
|
|
2017
Q4 | $6.87M | Sell |
48,150
-1,338
| -3% | -$191K | 0.44% | 92 |
|
|
2017
Q3 | $6.76M | Sell |
49,488
-13,914
| -22% | -$1.9M | 0.46% | 83 |
|
|
2017
Q2 | $8.39M | Sell |
63,402
-17,949
| -22% | -$2.38M | 0.55% | 82 |
|
|
2017
Q1 | $9.41M | Buy |
81,351
+10,142
| +14% | +$1.17M | 0.65% | 71 |
|
|
2016
Q4 | $7.53M | Buy |
71,209
+45,403
| +176% | +$4.8M | 0.49% | 80 |
|
|
2016
Q3 | $2.92M | Sell |
25,806
-1,265
| -5% | -$143K | 0.19% | 111 |
|
|
2016
Q2 | $3.08M | Sell |
27,071
-1,173
| -4% | -$133K | 0.21% | 103 |
|
|
2016
Q1 | $2.89M | Buy |
28,244
+402
| +1% | +$41.2K | 0.2% | 106 |
|
|
2015
Q4 | $2.7M | Buy |
27,842
+1,416
| +5% | +$137K | 0.15% | 112 |
|
|
2015
Q3 | $2.33M | Sell |
26,426
-154,871
| -85% | -$13.6M | 0.14% | 105 |
|
|
2015
Q2 | $16.9M | Buy |
181,297
+156,883
| +643% | +$14.6M | 0.87% | 48 |
|
|
2015
Q1 | $2.3M | Buy |
24,414
+593
| +2% | +$55.8K | 0.15% | 102 |
|
|
2014
Q4 | $2.35M | Buy |
23,821
+8,802
| +59% | +$870K | 0.17% | 97 |
|
|
2014
Q3 | $1.41M | Buy |
15,019
+239
| +2% | +$22.4K | 0.14% | 64 |
|
|
2014
Q2 | $1.33M | Buy |
14,780
+140
| +1% | +$12.6K | 0.15% | 64 |
|
|
2014
Q1 | $1.2M | Sell |
14,640
-2,327
| -14% | -$190K | 0.15% | 68 |
|
|
2013
Q4 | $1.35M | Buy |
16,967
+596
| +4% | +$47.6K | 0.18% | 68 |
|
|
2013
Q3 | $1.21M | Buy |
+16,371
| New | +$1.21M | 0.19% | 64 |
|