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Locust Wood Capital Advisers’s American Tower AMT Stock Holding History

Locust Wood Capital Advisers’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
Q4 		– Sell
-295,510
Closed -$48.6M – 48
2023
Q3 		$48.6M Buy
295,510
+1,034
+0.4% +$189K 2.07% 25
2023
Q2 		$57.1M Buy
294,476
+14,952
+5% +$2.92M 2.65% 20
2023
Q1 		$57.1M Sell
279,524
-8,843
-3% -$1.86M 3.34% 15
2022
Q4 		$61.1M Sell
288,367
-16,871
-6% -$3.51M 3.43% 10
2022
Q3 		$65.5M Sell
305,238
-2,479
-0.8% -$637K 4.52% 4
2022
Q2 		$78.6M Buy
307,717
+26,228
+9% +$6.58M 4.86% 3
2022
Q1 		$70.7M Buy
281,489
+33,281
+13% +$8.12M 3.88% 8
2021
Q4 		$72.6M Sell
248,208
-26,814
-10% -$7.33M 3.63% 5
2021
Q3 		$73M Sell
275,022
-45,659
-14% -$13M 3.96% 4
2021
Q2 		$86.6M Sell
320,681
-17,822
-5% -$4.54M 4.98% 2
2021
Q1 		$80.9M Buy
338,503
+233,863
+223% +$52.1M 4.76% 4
2020
Q4 		$23.5M Buy
104,640
+29,925
+40% +$6.96M 1.34% 30
2020
Q3 		$18.1M Sell
74,715
-7,160
-9% -$1.82M 1.16% 35
2020
Q2 		$21.2M Buy
81,875
+20,780
+34% +$5.14M 1.31% 26
2020
Q1 		$13.3M Buy
+61,095
New +$14.2M 1.13% 31

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Locust Wood Capital Advisers's AMT Position: Q4 2023 in Review

Locust Wood Capital Advisers sold out of American Tower (AMT) in Q4 2023, closing a stake of 295,510 shares — an estimated $48.6M sold.

Locust Wood Capital Advisers first reported a position in AMT in Q1 2020 and held it in 15 quarters. The position peaked at $86.6M in Q2 2021. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

  • Locust Wood Capital Advisers reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
  • Locust Wood Capital Advisers sold 295,510 American Tower shares in Q4 2023, an estimated $48.6M.
  • Locust Wood Capital Advisers first reported a position in American Tower in Q1 2020 and held it in 15 quarters.
  • Locust Wood Capital Advisers's American Tower position peaked at $86.6M in Q2 2021.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Locust Wood Capital Advisers's 13F filing for Q4 2023, filed 7 Feb 2024.