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Kiwi Wealth Investments Limited Partnership’s American Tower AMT Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q3 		– Sell
-44,753
Closed -$8.68M – 53
2023
Q2 		$8.68M Hold
44,753
– – 0.54% 53
2023
Q1 		$9.14M Sell
44,753
-1,031
-2% -$216K 0.59% 43
2022
Q4 		$9.7M Buy
45,784
+20,981
+85% +$4.37M 0.65% 45
2022
Q3 		$6.34M Hold
24,803
– – 0.44% 60
2022
Q2 		$6.34M Sell
24,803
-7,139
-22% -$1.79M 0.44% 60
2022
Q1 		$8.02M Sell
31,942
-18,612
-37% -$4.54M 0.43% 62
2021
Q4 		$14.8M Buy
50,554
+10,643
+27% +$2.91M 0.7% 35
2021
Q3 		$10.6M Sell
39,911
-10,873
-21% -$3.1M 0.54% 54
2021
Q2 		$13.7M Buy
+50,784
New +$12.9M 0.71% 37
2021
Q1 		– Sell
-17,531
Closed -$3.94M – 219
2020
Q4 		$3.94M Sell
17,531
-27,699
-61% -$6.44M 0.23% 127
2020
Q3 		$10.9M Buy
45,230
+6,412
+17% +$1.63M 0.76% 34
2020
Q2 		$10M Buy
38,818
+12,780
+49% +$3.16M 0.81% 39
2020
Q1 		$5.67M Sell
26,038
-22,388
-46% -$5.21M 0.57% 52
2019
Q4 		$11.1M Buy
48,426
+231
+0.5% +$50.3K 0.82% 32
2019
Q3 		$10.7M Sell
48,195
-5,947
-11% -$1.3M 0.86% 33
2019
Q2 		$11.1M Buy
54,142
+3,412
+7% +$686K 0.97% 29
2019
Q1 		$10M Buy
50,730
+21,057
+71% +$3.69M 0.91% 31
2018
Q4 		$4.69M Buy
29,673
+3,864
+15% +$604K 0.49% 61
2018
Q3 		$3.75M Sell
25,809
-1,541
-6% -$226K 0.35% 82
2018
Q2 		$3.94M Buy
27,350
+17,874
+189% +$2.48M 0.37% 73
2018
Q1 		$1.38M Sell
9,476
-45,595
-83% -$6.42M 0.14% 147
2017
Q4 		$7.86M Sell
55,071
-72,671
-57% -$10.4M 0.86% 35
2017
Q3 		$17.5M Buy
127,742
+63,703
+99% +$8.87M 2.1% 13
2017
Q2 		$8.47M Sell
64,039
-36,819
-37% -$4.72M 0.77% 27
2017
Q1 		$12.3M Buy
+100,858
New +$11.1M 1.01% 19

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's AMT Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of American Tower (AMT) in Q3 2023, closing a stake of 44,753 shares — an estimated $8.68M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in AMT in Q1 2017 and held it in 25 quarters. The position peaked at $17.5M in Q3 2017. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 44,753 American Tower shares in Q3 2023, an estimated $8.68M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in American Tower in Q1 2017 and held it in 25 quarters.
  • Kiwi Wealth Investments Limited Partnership's American Tower position peaked at $17.5M in Q3 2017.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.