K.J. Harrison & Partners’s American Tower AMT Stock Holding History

K.J. Harrison & 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
2022 Q3	–	Sell	-1,633	Closed	-$418K	–	216
2022 Q2	$418K	Hold	1,633	–	–	0.11%	135
2022 Q1	$410K	Buy	1,633 +8	+0.5%	+$1.95K	0.07%	180
2021 Q4	$476K	Buy	1,625 +125	+8%	+$34.1K	0.07%	197
2021 Q3	$400K	Hold	1,500	–	–	0.06%	217
2021 Q2	$406	Hold	1,500	–	–	0.04%	221
2021 Q1	$359K	Sell	1,500 -11,200	-88%	-$2.49M	0.06%	214
2020 Q4	$2.85M	Hold	12,700	–	–	0.46%	67
2020 Q3	$3.07M	Buy	12,700 +3,200	+34%	+$811K	0.63%	49
2020 Q2	$2.46M	Buy	9,500 +8,000	+533%	+$1.98M	0.67%	50
2020 Q1	$327K	Sell	1,500 -15,500	-91%	-$3.61M	0.18%	93
2019 Q4	$3.91M	Hold	17,000	–	–	0.98%	36
2019 Q3	$3.76M	Buy	17,000 +15,000	+750%	+$3.27M	1.05%	27
2019 Q2	$409K	Hold	2,000	–	–	0.13%	115
2019 Q1	$394K	Hold	2,000	–	–	0.14%	118
2018 Q4	$316K	Hold	2,000	–	–	0.19%	92
2018 Q3	$291K	Hold	2,000	–	–	0.07%	160
2018 Q2	$288K	Hold	2,000	–	–	0.08%	161
2018 Q1	$291K	Hold	2,000	–	–	0.1%	142
2017 Q4	$285K	Buy	+2,000	New	+$286K	0.1%	147

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

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return