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James Hambro & Partners’s American Tower AMT Stock Holding History

James Hambro & Partners’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
Q2 		– Sell
-1,705
Closed -$348K – 62
2023
Q1 		$348K Sell
1,705
-428
-20% -$89.8K 0.03% 51
2022
Q4 		$452K Sell
2,133
-300
-12% -$62.4K 0.03% 46
2022
Q3 		$522K Sell
2,433
-150
-6% -$38.5K 0.05% 42
2022
Q2 		$661K Hold
2,583
– – 0.06% 38
2022
Q1 		$650K Hold
2,583
– – 0.05% 39
2021
Q4 		$756K Sell
2,583
-159
-6% -$43.4K 0.05% 38
2021
Q3 		$728K Buy
2,742
+2,000
+270% +$570K 0.05% 44
2021
Q2 		$201K Buy
+742
New +$189K 0.02% 86
2021
Q1 		– Sell
-1,940
Closed -$435K – 95
2020
Q4 		$435K Buy
+1,940
New +$451K 0.05% 45

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

James Hambro & Partners's AMT Position: Q2 2023 in Review

James Hambro & Partners sold out of American Tower (AMT) in Q2 2023, closing a stake of 1,705 shares — an estimated $348K sold.

James Hambro & Partners first reported a position in AMT in Q4 2020 and held it in 9 quarters. The position peaked at $756K in Q4 2021. 1,685 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

  • James Hambro & Partners reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
  • James Hambro & Partners sold 1,705 American Tower shares in Q2 2023, an estimated $348K.
  • James Hambro & Partners first reported a position in American Tower in Q4 2020 and held it in 9 quarters.
  • James Hambro & Partners's American Tower position peaked at $756K in Q4 2021.
  • 1,685 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on James Hambro & Partners's 13F filing for Q2 2023, filed 20 Jul 2023.