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Evelyn V. Moreno’s American Tower AMT Stock Holding History

Evelyn V. Moreno’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 		$1.95M Sell
9,019
-15,684
-63% -$2.96M 0.92% 39
2023
Q3 		$4.06M Buy
24,703
+340
+1% +$62.1K 0.88% 42
2023
Q2 		$4.72M Buy
24,363
+1,225
+5% +$239K 1.01% 39
2023
Q1 		$4.73M Buy
23,138
+1,650
+8% +$346K 1.07% 38
2022
Q4 		$4.55M Buy
21,488
+10,370
+93% +$2.16M 1.05% 40
2022
Q3 		$2.39M Sell
11,118
-10,180
-48% -$2.62M 1.08% 34
2022
Q2 		$5.44M Buy
21,298
+1,851
+10% +$464K 1.27% 32
2022
Q1 		$4.88M Buy
19,447
+27
+0.1% +$6.59K 0.99% 40
2021
Q4 		$5.68M Buy
19,420
+1,485
+8% +$406K 1.14% 39
2021
Q3 		$4.76M Sell
17,935
-73
-0.4% -$20.8K 1.12% 40
2021
Q2 		$4.86M Sell
18,008
-811
-4% -$207K 1.14% 39
2021
Q1 		$4.5M Buy
18,819
+125
+0.7% +$27.8K 1.07% 42
2020
Q4 		$4.2M Buy
18,694
+2,405
+15% +$559K 1.04% 42
2020
Q3 		$3.94M Buy
16,289
+405
+3% +$103K 1.07% 40
2020
Q2 		$4.11M Buy
15,884
+995
+7% +$246K 1.19% 38
2020
Q1 		$3.24M Buy
+14,889
New +$3.47M 1.1% 40

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evelyn V. Moreno's AMT Position: Q4 2023 in Review

Evelyn V. Moreno reduced its American Tower (AMT) stake by 63% in Q4 2023, selling an estimated $2.96M and leaving 9,019 shares worth $1.95M. The position accounts for 0.92% of the portfolio, ranked #39.

Evelyn V. Moreno first reported a position in AMT in Q1 2020 and has held it in 16 quarters since. The position peaked at $5.68M in Q4 2021. 1,795 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

  • Evelyn V. Moreno held 9,019 shares of American Tower worth $1.95M as of Q4 2023.
  • Evelyn V. Moreno sold 15,684 American Tower shares in Q4 2023, an estimated $2.96M.
  • American Tower made up 0.92% of Evelyn V. Moreno's portfolio in Q4 2023, its #39 holding.
  • Evelyn V. Moreno first reported a position in American Tower in Q1 2020 and has held it in 16 quarters since.
  • Evelyn V. Moreno's American Tower position peaked at $5.68M in Q4 2021.
  • 1,795 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.