Everence Capital Management’s American Tower AMT Stock Holding History

Everence Capital Management’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.2M	Hold	5,412	–	–	0.08%	203
2025 Q1	$1.18M	Hold	5,412	–	–	0.08%	204
2024 Q4	$993K	Sell	5,412 -5,790	-52%	-$1.06M	0.06%	232
2024 Q3	$2.61M	Hold	11,202	–	–	0.16%	107
2024 Q2	$1.92K	Hold	11,202	–	–	0.13%	140
2024 Q1	$2.21K	Hold	11,202	–	–	0.15%	133
2023 Q4	$2.42M	Sell	11,202 -2,120	-16%	-$458K	0.17%	111
2023 Q3	$2.19K	Hold	13,322	–	–	0.17%	111
2023 Q2	$2.46M	Hold	13,322	–	–	0.2%	98
2023 Q1	$2.72K	Hold	13,322	–	–	0.22%	90
2022 Q4	$2.82K	Buy	13,322 +1,600	+14%	+$339	0.24%	84
2022 Q3	$2.52M	Hold	11,722	–	–	0.23%	80
2022 Q2	$3M	Hold	11,722	–	–	0.27%	70
2022 Q1	$2.95M	Buy	11,722 +1,550	+15%	+$389K	0.23%	85
2021 Q4	$2.98M	Hold	10,172	–	–	0.22%	83
2021 Q3	$2.7M	Hold	10,172	–	–	0.22%	83
2021 Q2	$2.75M	Hold	10,172	–	–	0.23%	85
2021 Q1	$2.43M	Hold	10,172	–	–	0.22%	81
2020 Q4	$2.28M	Buy	10,172 +1,090	+12%	+$245K	0.22%	75
2020 Q3	$2.2M	Sell	9,082 -450	-5%	-$109K	0.24%	69
2020 Q2	$2.46M	Hold	9,532	–	–	0.29%	58
2020 Q1	$2.08M	Hold	9,532	–	–	0.29%	59
2019 Q4	$2.19M	Hold	9,532	–	–	0.33%	65
2019 Q3	$2.11M	Hold	9,532	–	–	0.34%	65
2019 Q2	$1.95M	Sell	9,532 -1,380	-13%	-$282K	0.32%	70
2019 Q1	$2.15M	Sell	10,912 -1,470	-12%	-$290K	0.38%	57
2018 Q4	$1.96M	Hold	12,382	–	–	0.45%	52
2018 Q3	$1.8M	Hold	12,382	–	–	0.36%	68
2018 Q2	$1.79M	Hold	12,382	–	–	0.38%	65
2018 Q1	$1.8M	Hold	12,382	–	–	0.4%	62
2017 Q4	$1.77M	Buy	12,382 +1,788	+17%	+$255K	0.39%	64
2017 Q3	$1.45M	Hold	10,594	–	–	0.33%	82
2017 Q2	$1.4M	Hold	10,594	–	–	0.34%	83
2017 Q1	$1.29M	Hold	10,594	–	–	0.34%	83
2016 Q4	$1.12M	Hold	10,594	–	–	0.32%	90
2016 Q3	$1.2M	Hold	10,594	–	–	0.36%	75
2016 Q2	$1.2M	Hold	10,594	–	–	0.37%	71
2016 Q1	$1.09M	Hold	10,594	–	–	0.34%	84
2015 Q4	$1.03M	Hold	10,594	–	–	0.33%	86
2015 Q3	$932K	Hold	10,594	–	–	0.32%	90
2015 Q2	$988K	Hold	10,594	–	–	0.32%	93
2015 Q1	$1.05M	Hold	10,594	–	–	0.35%	86
2014 Q4	$1.05M	Hold	10,594	–	–	0.36%	85
2014 Q3	$1.05M	Hold	10,594	–	–	0.38%	77
2014 Q2	$953K	Hold	10,594	–	–	0.35%	90
2014 Q1	$867K	Hold	10,594	–	–	0.34%	95
2013 Q4	$846K	Hold	10,594	–	–	0.34%	96
2013 Q3	$785K	Hold	10,594	–	–	0.34%	91
2013 Q2	$775K	Buy	+10,594	New	+$775K	0.35%	92