LVZ Inc’s American Tower AMT Stock Holding History

LVZ Inc’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
2024 Q4	–	Sell	-924	Closed	-$215K	–	150
2024 Q3	$215K	Buy	+924	New	+$205K	0.03%	137
2024 Q1	–	Sell	-1,931	Closed	-$417K	–	145
2023 Q4	$417K	Buy	1,931 +166	+9%	+$31.4K	0.06%	79
2023 Q3	$290K	Sell	1,765 -640	-27%	-$117K	0.05%	86
2023 Q2	$466K	Buy	2,405 +438	+22%	+$85.6K	0.07%	77
2023 Q1	$402K	Buy	1,967 +261	+15%	+$54.8K	0.06%	86
2022 Q4	$361K	Buy	1,706 +76	+5%	+$15.8K	0.06%	88
2022 Q3	$350K	Sell	1,630 -1	-0.1%	-$257	0.06%	76
2022 Q2	$417K	Buy	1,631 +162	+11%	+$40.6K	0.07%	65
2022 Q1	$369K	Buy	1,469 +172	+13%	+$42K	0.05%	72
2021 Q4	$379K	Buy	1,297 +66	+5%	+$18K	0.05%	68
2021 Q3	$327K	Buy	1,231 +24	+2%	+$6.84K	0.05%	69
2021 Q2	$326K	Buy	1,207 +112	+10%	+$28.5K	0.05%	68
2021 Q1	$262K	Buy	1,095 +116	+12%	+$25.8K	0.04%	86
2020 Q4	$220K	Buy	+979	New	+$228K	0.04%	92

Other funds holding AMT

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

BlackRock New York $5.7T 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

Geode Capital Management

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

Fidelity Investments

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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