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 $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

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return