MJP Associates’s American Tower AMT Stock Holding History

MJP 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
2025 Q3	–	Sell	-979	Closed	-$216K	–	253
2025 Q2	$216K	Sell	979 -125	-11%	-$27K	0.03%	210
2025 Q1	$240K	Buy	+1,104	New	+$217K	0.04%	188
2024 Q4	–	Sell	-974	Closed	-$227K	–	233
2024 Q3	$227K	Sell	974 -167	-15%	-$37K	0.04%	189
2024 Q2	$222K	Sell	1,141 -1,897	-62%	-$355K	0.05%	206
2024 Q1	$600K	Buy	3,038 +380	+14%	+$75.7K	0.13%	81
2023 Q4	$574K	Buy	2,658 +668	+34%	+$126K	0.15%	68
2023 Q3	$327K	Buy	1,990 +496	+33%	+$90.6K	0.1%	93
2023 Q2	$290K	Buy	+1,494	New	+$292K	0.1%	101
2022 Q1	–	Sell	-954	Closed	-$273K	–	161
2021 Q4	$273K	Buy	954 +188	+25%	+$51.4K	0.08%	117
2021 Q3	$203K	Buy	+766	New	+$218K	0.07%	137

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return