Gemmer Asset Management’s American Tower AMT Stock Holding History

Gemmer Asset Management’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
2024 Q4	–	Sell	-1,856	Closed	-$432K	–	153
2024 Q3	$432K	Hold	1,856	–	–	0.04%	98
2024 Q2	$361K	Buy	+1,856	New	+$347K	0.04%	102
2022 Q2	–	Sell	-419	Closed	-$105K	–	161
2022 Q1	$105K	Sell	419 -9	-2%	-$2.2K	0.01%	165
2021 Q4	$125K	Buy	428 +1	+0.2%	+$273	0.01%	153
2021 Q3	$113K	Hold	427	–	–	0.02%	148
2021 Q2	$115K	Buy	427 +8	+2%	+$2.04K	0.02%	159
2021 Q1	$100K	Hold	419	–	–	0.02%	161
2020 Q4	$94K	Sell	419 -39	-9%	-$9.07K	0.02%	149
2020 Q3	$111K	Hold	458	–	–	0.02%	116
2020 Q2	$118K	Buy	458 +1	+0.2%	+$247	0.02%	115
2020 Q1	$100K	Buy	457 +112	+32%	+$26.1K	0.03%	111
2019 Q4	$79K	Hold	345	–	–	0.02%	142
2019 Q3	$76K	Hold	345	–	–	0.02%	147
2019 Q2	$71K	Hold	345	–	–	0.02%	152
2019 Q1	$68K	Hold	345	–	–	0.02%	154
2018 Q4	$55K	Buy	345 +8	+2%	+$1.25K	0.02%	162
2018 Q3	$49K	Sell	337 -189	-36%	-$27.7K	0.02%	181
2018 Q2	$76K	Buy	526 +100	+23%	+$13.9K	0.03%	139
2018 Q1	$62K	Buy	+426	New	+$60K	0.02%	160

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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