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Montag & Caldwell’s American Tower AMT Stock Holding History

Montag & Caldwell’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
2021
Q2 		– Sell
-2,052
Closed -$491K – 69
2021
Q1 		$491K Sell
2,052
-1,301
-39% -$290K 0.04% 54
2020
Q4 		$769K Buy
3,353
+1,424
+74% +$331K 0.04% 47
2020
Q3 		$466K Sell
1,929
-121
-6% -$30.7K 0.03% 58
2020
Q2 		$530K Buy
2,050
+405
+25% +$100K 0.04% 52
2020
Q1 		$358K Sell
1,645
-122,373
-99% -$28.5M 0.02% 54
2019
Q4 		$28.5M Sell
124,018
-3,655
-3% -$796K 1.36% 32
2019
Q3 		$28.2M Sell
127,673
-63,195
-33% -$13.8M 1.45% 32
2019
Q2 		$39M Sell
190,868
-14,054
-7% -$2.83M 2.01% 27
2019
Q1 		$40.4M Sell
204,922
-20,262
-9% -$3.55M 2.11% 25
2018
Q4 		$35.6M Sell
225,184
-46,443
-17% -$7.26M 1.95% 28
2018
Q3 		$39.5M Sell
271,627
-6,663
-2% -$977K 1.54% 30
2018
Q2 		$40.1M Buy
+278,290
New +$38.7M 1.6% 30

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Montag & Caldwell's AMT Position: Q2 2021 in Review

Montag & Caldwell sold out of American Tower (AMT) in Q2 2021, closing a stake of 2,052 shares — an estimated $491K sold.

Montag & Caldwell first reported a position in AMT in Q2 2018 and held it in 12 quarters. The position peaked at $40.4M in Q1 2019. 1,650 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • Montag & Caldwell reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
  • Montag & Caldwell sold 2,052 American Tower shares in Q2 2021, an estimated $491K.
  • Montag & Caldwell first reported a position in American Tower in Q2 2018 and held it in 12 quarters.
  • Montag & Caldwell's American Tower position peaked at $40.4M in Q1 2019.
  • 1,650 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Montag & Caldwell's 13F filing for Q2 2021, filed 11 Aug 2021.