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HoyleCohen’s American Tower AMT Stock Holding History

HoyleCohen’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
Q2 		$3.78M Sell
19,444
-5,054
-21% -$945K 0.29% 77
2024
Q1 		$4.84M Sell
24,498
-1,211
-5% -$241K 0.37% 73
2023
Q4 		$5.55M Sell
25,709
-379
-1% -$71.6K 0.45% 60
2023
Q3 		$4.29M Sell
26,088
-158
-0.6% -$28.9K 0.4% 66
2023
Q2 		$5.09M Sell
26,246
-422
-2% -$82.5K 0.45% 61
2023
Q1 		$5.45M Buy
26,668
+244
+0.9% +$51.2K 0.51% 59
2022
Q4 		$5.6M Sell
26,424
-382
-1% -$79.5K 0.56% 56
2022
Q3 		$5.75M Buy
26,806
+53
+0.2% +$13.6K 0.63% 47
2022
Q2 		$6.84M Sell
26,753
-209
-0.8% -$52.4K 0.71% 40
2022
Q1 		$6.77M Sell
26,962
-59
-0.2% -$14.4K 0.58% 48
2021
Q4 		$7.9M Buy
27,021
+10
+0% +$2.73K 0.66% 40
2021
Q3 		$7.17M Sell
27,011
-459
-2% -$131K 0.68% 42
2021
Q2 		$7.42K Sell
27,470
-99
-0.4% -$25.2K 0.58% 39
2021
Q1 		$6.59M Buy
27,569
+326
+1% +$72.6K 0.67% 40
2020
Q4 		$6.12M Buy
27,243
+168
+0.6% +$39.1K 0.71% 37
2020
Q3 		$6.54M Buy
27,075
+82
+0.3% +$20.8K 0.96% 24
2020
Q2 		$6.98M Sell
26,993
-607
-2% -$150K 1.17% 24
2020
Q1 		$6.01M Buy
27,600
+623
+2% +$145K 1.2% 22
2019
Q4 		$6.2M Buy
26,977
+1,046
+4% +$228K 0.99% 31
2019
Q3 		$5.73M Buy
25,931
+250
+1% +$54.6K 0.98% 34
2019
Q2 		$5.25M Sell
25,681
-175
-0.7% -$35.2K 0.91% 37
2019
Q1 		$5.09M Buy
25,856
+16
+0.1% +$2.81K 0.9% 38
2018
Q4 		$4.09M Sell
25,840
-342
-1% -$53.5K 0.84% 37
2018
Q3 		$3.8M Buy
26,182
+120
+0.5% +$17.6K 0.72% 41
2018
Q2 		$3.76M Buy
26,062
+12
+0% +$1.67K 0.76% 41
2018
Q1 		$3.79M Buy
26,050
+55
+0.2% +$7.75K 0.77% 41
2017
Q4 		$3.71M Buy
+25,995
New +$3.71M 0.73% 44

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

HoyleCohen's AMT Position: Q2 2024 in Review

HoyleCohen reduced its American Tower (AMT) stake by 21% in Q2 2024, selling an estimated $945K and leaving 19,444 shares worth $3.78M. The position accounts for 0.29% of the portfolio, ranked #77.

HoyleCohen first reported a position in AMT in Q4 2017 and has held it in 27 quarters since. The position peaked at $7.9M in Q4 2021. 1,762 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

  • HoyleCohen held 19,444 shares of American Tower worth $3.78M as of Q2 2024.
  • HoyleCohen sold 5,054 American Tower shares in Q2 2024, an estimated $945K.
  • American Tower made up 0.29% of HoyleCohen's portfolio in Q2 2024, its #77 holding.
  • HoyleCohen first reported a position in American Tower in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's American Tower position peaked at $7.9M in Q4 2021.
  • 1,762 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.