Kimelman & Baird’s American Tower AMT Stock Holding History

Kimelman & Baird’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
2021 Q2	$432K	Buy	+1,600	New	+$408K	0.04%	86
2019 Q3	$354K	Hold	1,600	–	–	0.05%	81
2019 Q2	$327K	Hold	1,600	–	–	0.05%	85
2019 Q1	$315K	Hold	1,600	–	–	0.05%	87
2018 Q4	$253K	Hold	1,600	–	–	0.04%	89
2018 Q3	$233K	Sell	1,600 -1,000	-38%	-$147K	0.03%	94
2018 Q2	$375K	Buy	+2,600	New	+$361K	0.05%	83
2017 Q4	$537K	Hold	3,763	–	–	0.08%	78
2017 Q3	$514K	Hold	3,763	–	–	0.08%	80
2017 Q2	$498K	Hold	3,763	–	–	0.08%	82
2017 Q1	$457K	Hold	3,763	–	–	0.07%	84
2016 Q4	$398K	Buy	+3,763	New	+$409K	0.07%	82
2016 Q3	–	Sell	-1,774	Closed	-$201K	–	106
2016 Q2	$201K	Buy	+1,774	New	+$189K	0.04%	98

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

ACM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kimelman & Baird's AMT Position: Q2 2021 in Review

Kimelman & Baird opened a new position in American Tower (AMT) in Q2 2021: 1,600 shares worth $432K. The stake represents 0.04% of the portfolio and ranks #86 among its holdings. This is a return to the name: Kimelman & Baird previously reported a position in AMT as recently as Q3 2019.

Kimelman & Baird first reported a position in AMT in Q2 2016 and has held it in 13 quarters since. The position peaked at $537K in Q4 2017. 1,650 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

Kimelman & Baird held 1,600 shares of American Tower worth $432K as of Q2 2021.
American Tower was a new Kimelman & Baird position in Q2 2021.
American Tower made up 0.04% of Kimelman & Baird's portfolio in Q2 2021, its #86 holding.
Kimelman & Baird first reported a position in American Tower in Q2 2016 and has held it in 13 quarters since.
Kimelman & Baird's American Tower position peaked at $537K in Q4 2017.
1,650 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Kimelman & Baird's 13F filing for Q2 2021, filed 17 Aug 2021.