Eagle Asset Management’s American Tower AMT Stock Holding History

Eagle Asset 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
2024 Q1	–	Sell	-372,065	Closed	-$80.3M	–	564
2023 Q4	$80.3M	Sell	372,065 -8,868	-2%	-$1.68M	0.43%	91
2023 Q3	$62.6M	Buy	380,933 +269,440	+242%	+$49.2M	0.37%	104
2023 Q2	$21.6M	Buy	+111,493	New	+$21.8M	0.12%	171
2020 Q3	–	Sell	-6,983	Closed	-$1.77M	–	570
2020 Q2	$1.77M	Buy	6,983 +76	+1%	+$18.8K	0.01%	456
2020 Q1	$1.5M	Buy	6,907 +2,199	+47%	+$512K	0.01%	490
2019 Q4	$1.08M	Buy	4,708 +350	+8%	+$76.2K	0.01%	550
2019 Q3	$963K	Buy	+4,358	New	+$951K	0.01%	552
2018 Q2	–	Sell	-2,627	Closed	-$381K	–	620
2018 Q1	$381K	Buy	2,627 +81	+3%	+$11.4K	﹤0.01%	598
2017 Q4	$356K	Sell	2,546 -14,649	-85%	-$2.09M	﹤0.01%	597
2017 Q3	$2.34M	Sell	17,195 -327	-2%	-$45.5K	0.01%	520
2017 Q2	$2.32M	Buy	+17,522	New	+$2.24M	0.01%	524

Other funds holding AMT

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

BlackRock New York $5.7T 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

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

Geode Capital Management

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Fidelity Investments

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

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