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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

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State Street
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Cohen & Steers
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Wellington Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return