Eagle Bay Advisors’s American Tower AMT Stock Holding History

Eagle Bay 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
2025 Q1	–	Sell	-88	Closed	-$16.3K	–	162
2024 Q4	$16.3K	Sell	88 -28	-24%	-$5.8K	0.01%	489
2024 Q3	$27K	Buy	116 +19	+20%	+$4.21K	0.01%	568
2024 Q2	$19K	Sell	97 -27	-22%	-$5.05K	0.01%	446
2024 Q1	$24.5K	Buy	124 +26	+27%	+$5.18K	0.02%	401
2023 Q4	$21.2K	Sell	98 -8	-8%	-$1.51K	0.01%	399
2023 Q3	$17.4K	Buy	106 +33	+45%	+$6.03K	0.01%	538
2023 Q2	$14.2K	Sell	73 -29	-28%	-$5.67K	0.01%	561
2023 Q1	$20.8K	Sell	102 -8	-7%	-$1.68K	0.01%	528
2022 Q4	$23.3K	Sell	110 -8	-7%	-$1.67K	0.01%	507
2022 Q3	$25K	Hold	118	–	–	0.02%	471
2022 Q2	$30.2K	Buy	+118	New	+$29.6K	0.02%	474
2022 Q1	–	Sell	-104	Closed	-$31K	–	319
2021 Q4	$31K	Sell	104 -69	-40%	-$18.9K	0.02%	482
2021 Q3	$47K	Sell	173 -27	-14%	-$7.7K	0.03%	420
2021 Q2	$56K	Buy	+200	New	+$51K	0.05%	301

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

Geode Capital Management

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates

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

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