LCNB Corp’s American Tower AMT Stock Holding History

LCNB Corp’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 Q3	–	Sell	-815	Closed	-$208K	–	164
2022 Q2	$208K	Sell	815 -5	-0.6%	-$1.25K	0.11%	156
2022 Q1	$206K	Hold	820	–	–	0.1%	160
2021 Q4	$240K	Buy	820 +50	+6%	+$13.7K	0.11%	148
2021 Q3	$204K	Sell	770 -20	-3%	-$5.7K	0.1%	154
2021 Q2	$213K	Buy	+790	New	+$201K	0.11%	151
2020 Q3	–	Sell	-790	Closed	-$204K	–	140
2020 Q2	$204K	Buy	+790	New	+$195K	0.14%	138

Other funds holding AMT

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

BlackRock New York $5.72T 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

LCNB Corp's AMT Position: Q3 2022 in Review

LCNB Corp sold out of American Tower (AMT) in Q3 2022, closing a stake of 815 shares — an estimated $208K sold.

LCNB Corp first reported a position in AMT in Q2 2020 and held it in 6 quarters. The position peaked at $240K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

LCNB Corp reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
LCNB Corp sold 815 American Tower shares in Q3 2022, an estimated $208K.
LCNB Corp first reported a position in American Tower in Q2 2020 and held it in 6 quarters.
LCNB Corp's American Tower position peaked at $240K in Q4 2021.
1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on LCNB Corp's 13F filing for Q3 2022, filed 14 Nov 2022.