D.B. Root & Company’s American Tower AMT Stock Holding History

D.B. Root & Company’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 Q2	–	Sell	-2,057	Closed	-$516K	–	169
2022 Q1	$516K	Buy	2,057 +24	+1%	+$5.86K	0.19%	116
2021 Q4	$594K	Sell	2,033 -33	-2%	-$9.02K	0.21%	116
2021 Q3	$548K	Sell	2,066 -314	-13%	-$89.5K	0.21%	123
2021 Q2	$642K	Sell	2,380 -49	-2%	-$12.5K	0.24%	112
2021 Q1	$580K	Sell	2,429 -1	-0%	-$223	0.23%	116
2020 Q4	$545K	Sell	2,430 -114	-4%	-$26.5K	0.22%	117
2020 Q3	$614K	Hold	2,544	–	–	0.25%	107
2020 Q2	$657K	Sell	2,544 -144	-5%	-$35.6K	0.29%	96
2020 Q1	$585K	Sell	2,688 -32	-1%	-$7.45K	0.3%	85
2019 Q4	$625K	Sell	2,720 -31	-1%	-$6.75K	0.28%	104
2019 Q3	$608K	Sell	2,751 -98	-3%	-$21.4K	0.28%	106
2019 Q2	$582K	Sell	2,849 -85	-3%	-$17.1K	0.26%	108
2019 Q1	$578K	Sell	2,934 -60	-2%	-$10.5K	0.25%	113
2018 Q4	$474K	Sell	2,994 -27	-0.9%	-$4.22K	0.24%	110
2018 Q3	$439K	Buy	3,021 +1,210	+67%	+$177K	0.19%	135
2018 Q2	$261K	Buy	1,811 +222	+14%	+$30.8K	0.12%	179
2018 Q1	$231K	Buy	+1,589	New	+$224K	0.12%	177

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return