LBA
AMT icon

Lowell Blake & Associates’s American Tower AMT Stock Holding History

Lowell Blake & Associates’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
Q3 		$4.75M Buy
28,874
+6,680
+30% +$1.22M 1.34% 25
2023
Q2 		$4.3M Buy
22,194
+732
+3% +$143K 1.25% 26
2023
Q1 		$4.39M Buy
21,462
+466
+2% +$97.8K 1.37% 23
2022
Q4 		$4.45M Buy
20,996
+745
+4% +$155K 1.49% 22
2022
Q3 		$4.35M Sell
20,251
-720
-3% -$185K 1.7% 23
2022
Q2 		$5.36M Buy
20,971
+3,647
+21% +$915K 2.07% 18
2022
Q1 		$4.35M Buy
17,324
+2,445
+16% +$597K 1.64% 23
2021
Q4 		$4.35M Buy
14,879
+3,483
+31% +$952K 1.71% 22
2021
Q3 		$3.02M Buy
11,396
+1,732
+18% +$494K 1.4% 24
2021
Q2 		$2.61M Buy
9,664
+400
+4% +$102K 1.2% 28
2021
Q1 		$2.21M Buy
9,264
+2,623
+39% +$584K 1.13% 29
2020
Q4 		$1.49M Buy
6,641
+3,303
+99% +$768K 1.1% 31
2020
Q3 		$807K Buy
+3,338
New +$846K 0.65% 34

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
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
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lowell Blake & Associates's AMT Position: Q3 2023 in Review

Lowell Blake & Associates increased its American Tower (AMT) stake by 30% in Q3 2023, buying an estimated $1.22M and bringing the position to 28,874 shares worth $4.75M. The position accounts for 1.34% of the portfolio, ranked #25.

Lowell Blake & Associates first reported a position in AMT in Q3 2020 and has held it in 13 quarters since. The position peaked at $5.36M in Q2 2022. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Lowell Blake & Associates held 28,874 shares of American Tower worth $4.75M as of Q3 2023.
  • Lowell Blake & Associates bought 6,680 American Tower shares in Q3 2023, an estimated $1.22M.
  • American Tower made up 1.34% of Lowell Blake & Associates's portfolio in Q3 2023, its #25 holding.
  • Lowell Blake & Associates first reported a position in American Tower in Q3 2020 and has held it in 13 quarters since.
  • Lowell Blake & Associates's American Tower position peaked at $5.36M in Q2 2022.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Lowell Blake & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.