Cypress Asset Management’s American Tower AMT Stock Holding History

Cypress Asset 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
2023 Q1	–	Sell	-1,035	Closed	-$219K	–	120
2022 Q4	$219K	Hold	1,035	–	–	0.08%	118
2022 Q3	$222K	Hold	1,035	–	–	0.08%	118
2022 Q2	$265K	Hold	1,035	–	–	0.09%	114
2022 Q1	$260K	Sell	1,035 -150	-13%	-$36.6K	0.08%	122
2021 Q4	$347K	Hold	1,185	–	–	0.08%	117
2021 Q3	$315K	Hold	1,185	–	–	0.08%	119
2021 Q2	$320K	Sell	1,185 -22	-2%	-$5.61K	0.08%	120
2021 Q1	$289K	Hold	1,207	–	–	0.08%	124
2020 Q4	$271K	Buy	1,207 +345	+40%	+$80.2K	0.08%	131
2020 Q3	$208K	Buy	862 +2	+0.2%	+$507	0.06%	130
2020 Q2	$222K	Buy	+860	New	+$213K	0.07%	124

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cypress Asset Management's AMT Position: Q1 2023 in Review

Cypress Asset Management sold out of American Tower (AMT) in Q1 2023, closing a stake of 1,035 shares — an estimated $219K sold.

Cypress Asset Management first reported a position in AMT in Q2 2020 and held it in 11 quarters. The position peaked at $347K in Q4 2021. 1,702 funds tracked by Wall St. Rank hold AMT as of Q1 2023.

Cypress Asset Management reported no remaining American Tower position as of Q1 2023 after selling out during the quarter.
Cypress Asset Management sold 1,035 American Tower shares in Q1 2023, an estimated $219K.
Cypress Asset Management first reported a position in American Tower in Q2 2020 and held it in 11 quarters.
Cypress Asset Management's American Tower position peaked at $347K in Q4 2021.
1,702 funds tracked by Wall St. Rank held American Tower as of Q1 2023.

Based on Cypress Asset Management's 13F filing for Q1 2023, filed 26 May 2023.