Lee, Danner & Bass’s American Tower AMT Stock Holding History

Lee, Danner & Bass’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	-26	Closed	-$4.77K	–	242
2024 Q4	$4.77K	Buy	+26	New	+$5.39K	﹤0.01%	602

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

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

Lee, Danner & Bass's AMT Position: Q1 2025 in Review

Lee, Danner & Bass sold out of American Tower (AMT) in Q1 2025, closing a stake of 26 shares — an estimated $4.77K sold.

Lee, Danner & Bass first reported a position in AMT in Q4 2024 and held it in 1 quarter. The position peaked at $4.77K in Q4 2024. 1,844 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

Lee, Danner & Bass reported no remaining American Tower position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 26 American Tower shares in Q1 2025, an estimated $4.77K.
Lee, Danner & Bass first reported a position in American Tower in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's American Tower position peaked at $4.77K in Q4 2024.
1,844 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.