Kavar Capital Partners Group’s American Tower AMT Stock Holding History

Kavar Capital Partners Group’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 Q1	–	Sell	-700	Closed	-$205K	–	157
2021 Q4	$205K	Buy	+700	New	+$191K	0.04%	159
2019 Q3	–	Sell	-229	Closed	-$47K	–	148
2019 Q2	$47K	Buy	+229	New	+$46K	0.02%	232
2018 Q3	–	Sell	-200	Closed	-$29K	–	111
2018 Q2	$29K	Hold	200	–	–	0.01%	229
2018 Q1	$29K	Buy	+200	New	+$28.2K	0.02%	230
2016 Q1	–	Sell	-236	Closed	-$22K	–	109
2015 Q4	$22K	Buy	236 +4	+2%	+$390	0.01%	218
2015 Q3	$20K	Buy	232 +6	+3%	+$565	0.01%	228
2015 Q2	$21K	Buy	+226	New	+$21.4K	0.01%	242
2014 Q2	–	Sell	-266	Closed	-$21K	–	142
2014 Q1	$21K	Buy	266 +26	+11%	+$2.12K	0.02%	257
2013 Q4	$19K	Buy	+240	New	+$18.6K	0.02%	248

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kavar Capital Partners Group's AMT Position: Q1 2022 in Review

Kavar Capital Partners Group sold out of American Tower (AMT) in Q1 2022, closing a stake of 700 shares — an estimated $205K sold.

Kavar Capital Partners Group first reported a position in AMT in Q4 2013 and held it in 9 quarters. The position peaked at $205K in Q4 2021. 1,719 funds tracked by Wall St. Rank hold AMT as of Q1 2022.

Kavar Capital Partners Group reported no remaining American Tower position as of Q1 2022 after selling out during the quarter.
Kavar Capital Partners Group sold 700 American Tower shares in Q1 2022, an estimated $205K.
Kavar Capital Partners Group first reported a position in American Tower in Q4 2013 and held it in 9 quarters.
Kavar Capital Partners Group's American Tower position peaked at $205K in Q4 2021.
1,719 funds tracked by Wall St. Rank held American Tower as of Q1 2022.

Based on Kavar Capital Partners Group's 13F filing for Q1 2022, filed 9 May 2022.