Dover Advisors’s American Tower AMT Stock Holding History

Dover Advisors’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	-1,067	Closed	-$209K	–	102
2023 Q2	$209K	Buy	1,067 +6	+0.6%	+$1.17K	0.19%	100
2023 Q1	$217K	Buy	1,061 +30	+3%	+$6.29K	0.21%	90
2022 Q4	$220K	Buy	+1,031	New	+$215K	0.24%	90

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dover Advisors's AMT Position: Q3 2023 in Review

Dover Advisors sold out of American Tower (AMT) in Q3 2023, closing a stake of 1,067 shares — an estimated $209K sold.

Dover Advisors first reported a position in AMT in Q4 2022 and held it in 3 quarters. The position peaked at $220K in Q4 2022. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

Dover Advisors reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
Dover Advisors sold 1,067 American Tower shares in Q3 2023, an estimated $209K.
Dover Advisors first reported a position in American Tower in Q4 2022 and held it in 3 quarters.
Dover Advisors's American Tower position peaked at $220K in Q4 2022.
1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Dover Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.