Dorsal Capital Management’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-405,000
Closed -$64.1M 19
2018
Q4
$64.1M Sell
405,000
-420,000
-51% -$66.4M 4.48% 8
2018
Q3
$120M Sell
825,000
-25,000
-3% -$3.63M 6.93% 2
2018
Q2
$123M Buy
850,000
+175,000
+26% +$25.3M 6.24% 5
2018
Q1
$98.1M Buy
675,000
+50,000
+8% +$7.27M 4.72% 7
2017
Q4
$89.2M Hold
625,000
4.4% 8
2017
Q3
$85.4M Sell
625,000
-200,000
-24% -$27.3M 4.44% 8
2017
Q2
$109M Sell
825,000
-75,000
-8% -$9.92M 5.58% 3
2017
Q1
$109M Buy
900,000
+200,000
+29% +$24.3M 5.83% 4
2016
Q4
$74M Sell
700,000
-150,000
-18% -$15.9M 4.64% 11
2016
Q3
$96.3M Sell
850,000
-50,000
-6% -$5.67M 6.05% 6
2016
Q2
$102M Sell
900,000
-50,000
-5% -$5.68M 7.54% 3
2016
Q1
$97.3M Buy
950,000
+200,000
+27% +$20.5M 9.25% 1
2015
Q4
$72.7M Sell
750,000
-150,000
-17% -$14.5M 6.33% 4
2015
Q3
$79.2M Buy
900,000
+300,000
+50% +$26.4M 7.28% 2
2015
Q2
$56M Buy
600,000
+425,000
+243% +$39.6M 5.58% 4
2015
Q1
$16.5M Buy
+175,000
New +$16.5M 2.67% 20