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Disciplined Investments’s American Tower AMT Stock Holding History

Disciplined Investments’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
-49
Closed -$9.5K – 188
2023
Q2 		$9.5K Hold
49
– – 0.01% 330
2023
Q1 		$10K Hold
49
– – ﹤0.01% 349
2022
Q4 		$10.4K Hold
49
– – 0.01% 322
2022
Q3 		$11K Hold
49
– – 0.01% 356
2022
Q2 		$13K Hold
49
– – 0.01% 358
2022
Q1 		$12K Hold
49
– – 0.01% 368
2021
Q4 		$14K Hold
49
– – 0.01% 333
2021
Q3 		$13K Hold
49
– – 0.01% 294
2021
Q2 		$13K Buy
+49
New +$12.5K 0.01% 288

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 $3.37T AUM 44.26% 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

Disciplined Investments's AMT Position: Q3 2023 in Review

Disciplined Investments sold out of American Tower (AMT) in Q3 2023, closing a stake of 49 shares — an estimated $9.5K sold.

Disciplined Investments first reported a position in AMT in Q2 2021 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Disciplined Investments reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 49 American Tower shares in Q3 2023, an estimated $9.5K.
  • Disciplined Investments first reported a position in American Tower in Q2 2021 and held it in 9 quarters.
  • Disciplined Investments's American Tower position peaked at $14K in Q4 2021.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.