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Crescent Grove Advisors’s American Tower AMT Stock Holding History

Crescent Grove Advisors’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
2023
Q3 		– Sell
-1,050
Closed -$205K – 276
2023
Q2 		$205K Buy
+1,050
New +$205K 0.02% 278
2022
Q4 		– Sell
-1,260
Closed -$271K – 275
2022
Q3 		$271K Hold
1,260
– – 0.03% 217
2022
Q2 		$324K Hold
1,260
– – 0.03% 200
2022
Q1 		$317K Buy
1,260
+30
+2% +$7.32K 0.03% 220
2021
Q4 		$361K Hold
1,230
– – 0.03% 211
2021
Q3 		$328K Hold
1,230
– – 0.03% 192
2021
Q2 		$334K Buy
+1,230
New +$313K 0.04% 179

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Crescent Grove Advisors's AMT Position: Q3 2023 in Review

Crescent Grove Advisors sold out of American Tower (AMT) in Q3 2023, closing a stake of 1,050 shares — an estimated $205K sold.

Crescent Grove Advisors first reported a position in AMT in Q2 2021 and held it in 7 quarters. The position peaked at $361K in Q4 2021. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Crescent Grove Advisors reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Crescent Grove Advisors sold 1,050 American Tower shares in Q3 2023, an estimated $205K.
  • Crescent Grove Advisors first reported a position in American Tower in Q2 2021 and held it in 7 quarters.
  • Crescent Grove Advisors's American Tower position peaked at $361K in Q4 2021.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Crescent Grove Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.