Michael J. Puzo’s American Tower AMT Stock Holding History

Michael J. Puzo’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	–	Sell	-800	Closed	-$234K	–	79
2021 Q4	$234K	Sell	800 -25	-3%	-$6.83K	0.07%	76
2021 Q3	$219K	Hold	825	–	–	0.07%	72
2021 Q2	$223K	Buy	+825	New	+$210K	0.07%	74
2020 Q3	–	Sell	-825	Closed	-$213K	–	75
2020 Q2	$213K	Buy	+825	New	+$204K	0.08%	74
2020 Q1	–	Sell	-875	Closed	-$201K	–	69
2019 Q4	$201K	Buy	+875	New	+$191K	0.07%	78

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 $3.38T AUM 44.17% 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

Michael J. Puzo's AMT Position: Q1 2022 in Review

Michael J. Puzo sold out of American Tower (AMT) in Q1 2022, closing a stake of 800 shares — an estimated $234K sold.

Michael J. Puzo first reported a position in AMT in Q4 2019 and held it in 5 quarters. The position peaked at $234K in Q4 2021. 1,719 funds tracked by Wall St. Rank hold AMT as of Q1 2022.

Michael J. Puzo reported no remaining American Tower position as of Q1 2022 after selling out during the quarter.
Michael J. Puzo sold 800 American Tower shares in Q1 2022, an estimated $234K.
Michael J. Puzo first reported a position in American Tower in Q4 2019 and held it in 5 quarters.
Michael J. Puzo's American Tower position peaked at $234K in Q4 2021.
1,719 funds tracked by Wall St. Rank held American Tower as of Q1 2022.

Based on Michael J. Puzo's 13F filing for Q1 2022, filed 17 May 2022.