Duality Advisers’s American Tower AMT Stock Holding History

Duality Advisers’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 Q4	–	Sell	-29,547	Closed	-$4.86M	–	567
2023 Q3	$4.86M	Buy	+29,547	New	+$5.4M	0.59%	14
2023 Q2	–	Sell	-4,207	Closed	-$860K	–	513
2023 Q1	$860K	Buy	+4,207	New	+$883K	0.1%	320
2022 Q4	–	Sell	-25,799	Closed	-$5.54M	–	576
2022 Q3	$5.54M	Buy	+25,799	New	+$6.63M	0.6%	2
2021 Q4	–	Sell	-23,421	Closed	-$6.22M	–	483
2021 Q3	$6.22M	Buy	+23,421	New	+$6.68M	0.48%	46
2021 Q1	–	Sell	-36,035	Closed	-$8.09M	–	528
2020 Q4	$8.09M	Sell	36,035 -2,325	-6%	-$541K	0.6%	30
2020 Q3	$9.27M	Buy	38,360 +28,750	+299%	+$7.29M	0.59%	26
2020 Q2	$2.48M	Buy	+9,610	New	+$2.38M	0.23%	127
2019 Q3	–	Sell	-1,930	Closed	-$395K	–	333
2019 Q2	$395K	Buy	+1,930	New	+$388K	0.03%	214

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Duality Advisers's AMT Position: Q4 2023 in Review

Duality Advisers sold out of American Tower (AMT) in Q4 2023, closing a stake of 29,547 shares — an estimated $4.86M sold.

Duality Advisers first reported a position in AMT in Q2 2019 and held it in 8 quarters. The position peaked at $9.27M in Q3 2020. 1,795 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

Duality Advisers reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
Duality Advisers sold 29,547 American Tower shares in Q4 2023, an estimated $4.86M.
Duality Advisers first reported a position in American Tower in Q2 2019 and held it in 8 quarters.
Duality Advisers's American Tower position peaked at $9.27M in Q3 2020.
1,795 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Duality Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.