Dorsal Capital Management’s American Tower AMT Stock Holding History

Dorsal Capital 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
2019 Q1	–	Sell	-405,000	Closed	-$64.1M	–	20
2018 Q4	$64.1M	Sell	405,000 -420,000	-51%	-$65.7M	4.48%	8
2018 Q3	$120M	Sell	825,000 -25,000	-3%	-$3.67M	6.93%	2
2018 Q2	$123M	Buy	850,000 +175,000	+26%	+$24.3M	6.24%	5
2018 Q1	$98.1M	Buy	675,000 +50,000	+8%	+$7.04M	4.72%	7
2017 Q4	$89.2M	Hold	625,000	–	–	4.4%	8
2017 Q3	$85.4M	Sell	625,000 -200,000	-24%	-$27.8M	4.44%	8
2017 Q2	$109M	Sell	825,000 -75,000	-8%	-$9.61M	5.58%	3
2017 Q1	$109M	Buy	900,000 +200,000	+29%	+$22M	5.83%	4
2016 Q4	$74M	Sell	700,000 -150,000	-18%	-$16.3M	4.64%	11
2016 Q3	$96.3M	Sell	850,000 -50,000	-6%	-$5.72M	6.05%	6
2016 Q2	$102M	Sell	900,000 -50,000	-5%	-$5.32M	7.54%	3
2016 Q1	$97.3M	Buy	950,000 +200,000	+27%	+$18.7M	9.25%	1
2015 Q4	$72.7M	Sell	750,000 -150,000	-17%	-$14.6M	6.33%	4
2015 Q3	$79.2M	Buy	900,000 +300,000	+50%	+$28.2M	7.28%	2
2015 Q2	$56M	Buy	600,000 +425,000	+243%	+$40.2M	5.58%	4
2015 Q1	$16.5M	Buy	+175,000	New	+$17M	2.67%	20

Other funds holding AMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dorsal Capital Management's AMT Position: Q1 2019 in Review

Dorsal Capital Management sold out of American Tower (AMT) in Q1 2019, closing a stake of 405,000 shares — an estimated $64.1M sold.

Dorsal Capital Management first reported a position in AMT in Q1 2015 and held it in 16 quarters. The position peaked at $123M in Q2 2018. 1,234 funds tracked by Wall St. Rank hold AMT as of Q1 2019.

Dorsal Capital Management reported no remaining American Tower position as of Q1 2019 after selling out during the quarter.
Dorsal Capital Management sold 405,000 American Tower shares in Q1 2019, an estimated $64.1M.
Dorsal Capital Management first reported a position in American Tower in Q1 2015 and held it in 16 quarters.
Dorsal Capital Management's American Tower position peaked at $123M in Q2 2018.
1,234 funds tracked by Wall St. Rank held American Tower as of Q1 2019.

Based on Dorsal Capital Management's 13F filing for Q1 2019, filed 15 May 2019.