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Jay D. Rosenbaum’s American Tower AMT Stock Holding History

Jay D. Rosenbaum’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
Q3 		– Sell
-1,060
Closed -$206K – 9
2024
Q2 		$206K Sell
1,060
-95
-8% -$17.8K 1.17% 30
2024
Q1 		$228K Sell
1,155
-1,921
-62% -$383K 1.3% 24
2023
Q4 		$664K Sell
3,076
-1,953
-39% -$369K 1.72% 16
2023
Q3 		$827K Buy
5,029
+123
+3% +$22.5K 1.39% 36
2023
Q2 		$951K Buy
4,906
+137
+3% +$26.8K 1.53% 25
2023
Q1 		$974K Buy
4,769
+570
+14% +$120K 1.79% 17
2022
Q4 		$890K Buy
4,199
+309
+8% +$64.3K 1.92% 20
2022
Q3 		$835K Sell
3,890
-46
-1% -$11.8K 1.92% 16
2022
Q2 		$1.01M Buy
3,936
+230
+6% +$57.7K 1.95% 15
2022
Q1 		$931K Buy
3,706
+100
+3% +$24.4K 1.47% 27
2021
Q4 		$1.05M Buy
3,606
+800
+29% +$219K 1.55% 24
2021
Q3 		$745K Sell
2,806
-12
-0.4% -$3.42K 1.24% 36
2021
Q2 		$761K Hold
2,818
– – 1.26% 37
2021
Q1 		$674K Buy
2,818
+270
+11% +$60.1K 1.16% 35
2020
Q4 		$572K Buy
2,548
+145
+6% +$33.7K 0.99% 40
2020
Q3 		$581K Buy
2,403
+344
+17% +$87.2K 1.07% 38
2020
Q2 		$533K Buy
2,059
+193
+10% +$47.7K 1.05% 36
2020
Q1 		$407K Buy
+1,866
New +$434K 0.94% 43

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jay D. Rosenbaum's AMT Position: Q3 2024 in Review

Jay D. Rosenbaum sold out of American Tower (AMT) in Q3 2024, closing a stake of 1,060 shares — an estimated $206K sold.

Jay D. Rosenbaum first reported a position in AMT in Q1 2020 and held it in 18 quarters. The position peaked at $1.05M in Q4 2021. 1,844 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • Jay D. Rosenbaum reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
  • Jay D. Rosenbaum sold 1,060 American Tower shares in Q3 2024, an estimated $206K.
  • Jay D. Rosenbaum first reported a position in American Tower in Q1 2020 and held it in 18 quarters.
  • Jay D. Rosenbaum's American Tower position peaked at $1.05M in Q4 2021.
  • 1,844 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Jay D. Rosenbaum's 13F filing for Q3 2024, filed 7 Nov 2024.