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Ergoteles’s American Tower AMT Stock Holding History

Ergoteles’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
-4,454
Closed -$864K – 76
2023
Q2 		$864K Buy
4,454
+1,476
+50% +$289K 0.04% 502
2023
Q1 		$609K Buy
+2,978
New +$625K 0.02% 665
2022
Q4 		– Sell
-5,467
Closed -$1.17M – 1424
2022
Q3 		$1.17M Sell
5,467
-5,203
-49% -$1.34M 0.04% 423
2022
Q2 		$2.73M Buy
+10,670
New +$2.68M 0.08% 247
2021
Q3 		– Sell
-4,211
Closed -$1.14M – 1175
2021
Q2 		$1.14M Buy
+4,211
New +$1.07M 0.03% 468
2021
Q1 		– Sell
-2,763
Closed -$620K – 785
2020
Q4 		$620K Sell
2,763
-3,530
-56% -$821K 0.02% 418
2020
Q3 		$1.52M Buy
+6,293
New +$1.6M 0.2% 88

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ergoteles's AMT Position: Q3 2023 in Review

Ergoteles sold out of American Tower (AMT) in Q3 2023, closing a stake of 4,454 shares — an estimated $864K sold.

Ergoteles first reported a position in AMT in Q3 2020 and held it in 7 quarters. The position peaked at $2.73M in Q2 2022. 1,629 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Ergoteles reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 4,454 American Tower shares in Q3 2023, an estimated $864K.
  • Ergoteles first reported a position in American Tower in Q3 2020 and held it in 7 quarters.
  • Ergoteles's American Tower position peaked at $2.73M in Q2 2022.
  • 1,629 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.