Laurie J. Hall Trustee’s American Tower AMT Stock Holding History

Laurie J. Hall Trustee’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
2025 Q1	–	Sell	-425	Closed	-$78K	–	118
2024 Q4	$78K	Sell	425 -225	-35%	-$46.6K	0.03%	165
2024 Q3	$151K	Hold	650	–	–	0.05%	140
2024 Q2	$126K	Hold	650	–	–	0.04%	134
2024 Q1	$128K	Hold	650	–	–	0.05%	130
2023 Q4	$140K	Buy	650 +225	+53%	+$42.5K	0.05%	126
2023 Q3	$70K	Hold	425	–	–	0.03%	153
2023 Q2	$82K	Hold	425	–	–	0.03%	148
2023 Q1	$87K	Hold	425	–	–	0.04%	144
2022 Q4	$90K	Hold	425	–	–	0.04%	141
2022 Q3	$91K	Hold	425	–	–	0.04%	133
2022 Q2	$109K	Hold	425	–	–	0.05%	129
2022 Q1	$107K	Hold	425	–	–	0.04%	140
2021 Q4	$124K	Hold	425	–	–	0.04%	141
2021 Q3	$113K	Hold	425	–	–	0.04%	141
2021 Q2	$115K	Hold	425	–	–	0.04%	142
2021 Q1	$102K	Hold	425	–	–	0.04%	151
2020 Q4	$95K	Hold	425	–	–	0.04%	154
2020 Q3	$103K	Buy	+425	New	+$108K	0.05%	136
2019 Q4	$98K	Hold	425	–	–	0.05%	141
2019 Q3	$0	Hold	425	–	–	﹤0.01%	329
2019 Q2	$87K	Buy	425 +50	+13%	+$10.1K	0.05%	149
2019 Q1	$74K	Buy	375 +150	+67%	+$26.3K	0.04%	156
2018 Q4	$39K	Buy	225 +196	+676%	+$30.6K	0.02%	183
2018 Q3	$4K	Hold	29	–	–	﹤0.01%	330
2018 Q2	$4K	Hold	29	–	–	﹤0.01%	331
2018 Q1	$4K	Hold	29	–	–	﹤0.01%	328
2017 Q4	$4K	Buy	+29	New	+$4.14K	﹤0.01%	331

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Laurie J. Hall Trustee's AMT Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of American Tower (AMT) in Q1 2025, closing a stake of 425 shares — an estimated $78K sold.

Laurie J. Hall Trustee first reported a position in AMT in Q4 2017 and held it in 27 quarters. The position peaked at $151K in Q3 2024. 1,845 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

Laurie J. Hall Trustee reported no remaining American Tower position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 425 American Tower shares in Q1 2025, an estimated $78K.
Laurie J. Hall Trustee first reported a position in American Tower in Q4 2017 and held it in 27 quarters.
Laurie J. Hall Trustee's American Tower position peaked at $151K in Q3 2024.
1,845 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.