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D.L. Carlson Investment Group’s American Tower AMT Stock Holding History

D.L. Carlson Investment Group’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
2024
Q1 		– Sell
-14,186
Closed -$2.69M – 140
2023
Q4 		$2.69M Sell
14,186
-2,766
-16% -$523K 0.55% 58
2023
Q3 		$2.79M Sell
16,952
-5,542
-25% -$1.01M 0.56% 56
2023
Q2 		$4.36M Sell
22,494
-254
-1% -$49.7K 0.83% 43
2023
Q1 		$4.65M Sell
22,748
-2,397
-10% -$503K 1.05% 35
2022
Q4 		$5.33M Sell
25,145
-1,476
-6% -$307K 1.14% 32
2022
Q3 		$5.72M Sell
26,621
-112
-0.4% -$28.8K 1.24% 25
2022
Q2 		$6.83M Sell
26,733
-97
-0.4% -$24.3K 1.44% 19
2022
Q1 		$6.74M Sell
26,830
-5
-0% -$1.22K 1.12% 28
2021
Q4 		$7.85M Sell
26,835
-54
-0.2% -$14.8K 1.25% 25
2021
Q3 		$7.14M Sell
26,889
-7
-0% -$2K 1.24% 29
2021
Q2 		$7.27M Sell
26,896
-89
-0.3% -$22.7K 1.26% 29
2021
Q1 		$6.45M Buy
26,985
+12,146
+82% +$2.7M 1.18% 31
2020
Q4 		$3.33M Sell
14,839
-5,980
-29% -$1.39M 0.6% 64
2020
Q3 		$5.03M Buy
+20,819
New +$5.28M 1.07% 30

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

D.L. Carlson Investment Group's AMT Position: Q1 2024 in Review

D.L. Carlson Investment Group sold out of American Tower (AMT) in Q1 2024, closing a stake of 14,186 shares — an estimated $2.69M sold.

D.L. Carlson Investment Group first reported a position in AMT in Q3 2020 and held it in 14 quarters. The position peaked at $7.85M in Q4 2021. 1,767 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • D.L. Carlson Investment Group reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 14,186 American Tower shares in Q1 2024, an estimated $2.69M.
  • D.L. Carlson Investment Group first reported a position in American Tower in Q3 2020 and held it in 14 quarters.
  • D.L. Carlson Investment Group's American Tower position peaked at $7.85M in Q4 2021.
  • 1,767 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2024, filed 14 May 2024.