LGA
AMT icon

Lebenthal Global Advisors’s American Tower AMT Stock Holding History

Lebenthal Global Advisors’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
Q1 		– Sell
-2,828
Closed -$599K – 115
2022
Q4 		$599K Buy
2,828
+719
+34% +$150K 0.2% 58
2022
Q3 		$452K Sell
2,109
-158
-7% -$40.6K 0.21% 60
2022
Q2 		$579K Sell
2,267
-575
-20% -$144K 0.28% 57
2022
Q1 		$713K Buy
2,842
+507
+22% +$124K 0.3% 52
2021
Q4 		$682K Buy
2,335
+1,371
+142% +$375K 0.28% 52
2021
Q3 		$255K Buy
+964
New +$275K 0.16% 106
2021
Q1 		– Sell
-280
Closed -$62K – 153
2020
Q4 		$62K Buy
+280
New +$65.1K 0.04% 234

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lebenthal Global Advisors's AMT Position: Q1 2023 in Review

Lebenthal Global Advisors sold out of American Tower (AMT) in Q1 2023, closing a stake of 2,828 shares — an estimated $599K sold.

Lebenthal Global Advisors first reported a position in AMT in Q4 2020 and held it in 7 quarters. The position peaked at $713K in Q1 2022. 1,702 funds tracked by Wall St. Rank hold AMT as of Q1 2023.

  • Lebenthal Global Advisors reported no remaining American Tower position as of Q1 2023 after selling out during the quarter.
  • Lebenthal Global Advisors sold 2,828 American Tower shares in Q1 2023, an estimated $599K.
  • Lebenthal Global Advisors first reported a position in American Tower in Q4 2020 and held it in 7 quarters.
  • Lebenthal Global Advisors's American Tower position peaked at $713K in Q1 2022.
  • 1,702 funds tracked by Wall St. Rank held American Tower as of Q1 2023.

Based on Lebenthal Global Advisors's 13F filing for Q1 2023, filed 5 May 2023.