McLean Asset Management’s American Tower AMT Stock Holding History

McLean Asset Management’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
2022 Q3	–	Sell	-793	Closed	-$205K	–	128
2022 Q2	$205K	Buy	+793	New	+$199K	0.08%	124
2021 Q4	–	Sell	-1,072	Closed	-$308K	–	134
2021 Q3	$308K	Buy	1,072 +316	+42%	+$90.1K	0.12%	91
2021 Q2	$213K	Buy	+756	New	+$193K	0.1%	108

Other funds holding AMT

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

BlackRock New York $5.72T 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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

McLean Asset Management's AMT Position: Q3 2022 in Review

McLean Asset Management sold out of American Tower (AMT) in Q3 2022, closing a stake of 793 shares — an estimated $205K sold.

McLean Asset Management first reported a position in AMT in Q2 2021 and held it in 3 quarters. The position peaked at $308K in Q3 2021. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

McLean Asset Management reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
McLean Asset Management sold 793 American Tower shares in Q3 2022, an estimated $205K.
McLean Asset Management first reported a position in American Tower in Q2 2021 and held it in 3 quarters.
McLean Asset Management's American Tower position peaked at $308K in Q3 2021.
1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on McLean Asset Management's 13F filing for Q3 2022, filed 12 Oct 2022.