Meristem Family Wealth’s American Tower AMT Stock Holding History

Meristem Family Wealth’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 Q1	$407K	Sell	1,621 -2,441	-60%	-$596K	0.04%	213
2021 Q4	$1.19M	Buy	4,062 +31	+0.8%	+$8.47K	0.1%	113
2021 Q3	$1.07M	Buy	4,031 +323	+9%	+$92.1K	0.1%	118
2021 Q2	$1M	Buy	3,708 +2,744	+285%	+$699K	0.16%	91
2021 Q1	$230K	Buy	964 +37	+4%	+$8.24K	0.05%	208
2020 Q4	$208K	Buy	927 +42	+5%	+$9.76K	0.04%	209
2020 Q3	$214K	Buy	885 +59	+7%	+$15K	0.05%	177
2020 Q2	$214K	Buy	+826	New	+$204K	0.06%	171

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Meristem Family Wealth's AMT Position: Q1 2022 in Review

Meristem Family Wealth reduced its American Tower (AMT) stake by 60% in Q1 2022, selling an estimated $596K and leaving 1,621 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #213.

Meristem Family Wealth first reported a position in AMT in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.19M in Q4 2021. 1,718 funds tracked by Wall St. Rank hold AMT as of Q1 2022.

Meristem Family Wealth held 1,621 shares of American Tower worth $407K as of Q1 2022.
Meristem Family Wealth sold 2,441 American Tower shares in Q1 2022, an estimated $596K.
American Tower made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #213 holding.
Meristem Family Wealth first reported a position in American Tower in Q2 2020 and has held it in 8 quarters since.
Meristem Family Wealth's American Tower position peaked at $1.19M in Q4 2021.
1,718 funds tracked by Wall St. Rank held American Tower as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.