Empire Life Investments’s American Tower AMT Stock Holding History

Empire Life Investments’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
2021 Q1	–	Sell	-9,969	Closed	-$2.24M	–	108
2020 Q4	$2.24M	Buy	9,969 +819	+9%	+$190K	0.16%	78
2020 Q3	$2.21M	Buy	+9,150	New	+$2.32M	0.18%	67
2019 Q4	–	Sell	-15,612	Closed	-$3.45M	–	98
2019 Q3	$3.45M	Sell	15,612 -15,296	-49%	-$3.34M	0.29%	63
2019 Q2	$6.32M	Buy	30,908 +697	+2%	+$140K	0.51%	61
2019 Q1	$5.95M	Sell	30,211 -5,135	-15%	-$901K	0.5%	58
2018 Q4	$5.59M	Buy	35,346 +1,395	+4%	+$218K	0.5%	55
2018 Q3	$4.93M	Buy	33,951 +491	+1%	+$72K	0.38%	72
2018 Q2	$4.82M	Buy	33,460 +5,466	+20%	+$759K	0.35%	74
2018 Q1	$4.07M	Sell	27,994 -2,741	-9%	-$386K	0.29%	82
2017 Q4	$4.38M	Buy	+30,735	New	+$4.39M	0.34%	72

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empire Life Investments's AMT Position: Q1 2021 in Review

Empire Life Investments sold out of American Tower (AMT) in Q1 2021, closing a stake of 9,969 shares — an estimated $2.24M sold.

Empire Life Investments first reported a position in AMT in Q4 2017 and held it in 10 quarters. The position peaked at $6.32M in Q2 2019. 1,608 funds tracked by Wall St. Rank hold AMT as of Q1 2021.

Empire Life Investments reported no remaining American Tower position as of Q1 2021 after selling out during the quarter.
Empire Life Investments sold 9,969 American Tower shares in Q1 2021, an estimated $2.24M.
Empire Life Investments first reported a position in American Tower in Q4 2017 and held it in 10 quarters.
Empire Life Investments's American Tower position peaked at $6.32M in Q2 2019.
1,608 funds tracked by Wall St. Rank held American Tower as of Q1 2021.

Based on Empire Life Investments's 13F filing for Q1 2021, filed 29 Apr 2021.