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Mount Lucas Management’s American Tower AMT Stock Holding History

Mount Lucas 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
2020
Q4 		– Sell
-8,262
Closed -$2M – 116
2020
Q3 		$2M Sell
8,262
-582
-7% -$148K 0.42% 51
2020
Q2 		$2.29M Sell
8,844
-10,374
-54% -$2.57M 0.45% 38
2020
Q1 		$4.18M Buy
19,218
+4,899
+34% +$1.14M 0.86% 19
2019
Q4 		$3.29M Sell
14,319
-4,938
-26% -$1.08M 0.66% 57
2019
Q3 		$4.26M Buy
19,257
+8,212
+74% +$1.79M 0.76% 42
2019
Q2 		$2.26M Sell
11,045
-134
-1% -$26.9K 0.38% 71
2019
Q1 		$2.2M Buy
+11,179
New +$1.96M 0.36% 64

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mount Lucas Management's AMT Position: Q4 2020 in Review

Mount Lucas Management sold out of American Tower (AMT) in Q4 2020, closing a stake of 8,262 shares — an estimated $2M sold.

Mount Lucas Management first reported a position in AMT in Q1 2019 and held it in 7 quarters. The position peaked at $4.26M in Q3 2019. 1,587 funds tracked by Wall St. Rank hold AMT as of Q4 2020.

  • Mount Lucas Management reported no remaining American Tower position as of Q4 2020 after selling out during the quarter.
  • Mount Lucas Management sold 8,262 American Tower shares in Q4 2020, an estimated $2M.
  • Mount Lucas Management first reported a position in American Tower in Q1 2019 and held it in 7 quarters.
  • Mount Lucas Management's American Tower position peaked at $4.26M in Q3 2019.
  • 1,587 funds tracked by Wall St. Rank held American Tower as of Q4 2020.

Based on Mount Lucas Management's 13F filing for Q4 2020, filed 16 Feb 2021.