Needham Investment Management’s American Tower AMT Stock Holding History

Needham Investment 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
2023 Q4	–	Sell	-4,750	Closed	-$781K	–	131
2023 Q3	$781K	Hold	4,750	–	–	0.13%	95
2023 Q2	$921K	Hold	4,750	–	–	0.15%	90
2023 Q1	$971K	Hold	4,750	–	–	0.17%	97
2022 Q4	$1.01M	Hold	4,750	–	–	0.18%	88
2022 Q3	$1.02M	Hold	4,750	–	–	0.2%	86
2022 Q2	$1.21M	Hold	4,750	–	–	0.23%	82
2022 Q1	$1.19M	Buy	4,750 +1,000	+27%	+$244K	0.17%	90
2021 Q4	$1.1M	Buy	3,750 +750	+25%	+$205K	0.14%	87
2021 Q3	$796K	Buy	3,000 +450	+18%	+$128K	0.11%	98
2021 Q2	$689K	Hold	2,550	–	–	0.1%	98
2021 Q1	$609K	Hold	2,550	–	–	0.08%	105
2020 Q4	$573K	Buy	2,550 +1,000	+65%	+$232K	0.1%	97
2020 Q3	$375K	Buy	1,550 +350	+29%	+$88.7K	0.07%	96
2020 Q2	$311K	Buy	+1,200	New	+$297K	0.07%	94

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Needham Investment Management's AMT Position: Q4 2023 in Review

Needham Investment Management sold out of American Tower (AMT) in Q4 2023, closing a stake of 4,750 shares — an estimated $781K sold.

Needham Investment Management first reported a position in AMT in Q2 2020 and held it in 14 quarters. The position peaked at $1.21M in Q2 2022. 1,795 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

Needham Investment Management reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
Needham Investment Management sold 4,750 American Tower shares in Q4 2023, an estimated $781K.
Needham Investment Management first reported a position in American Tower in Q2 2020 and held it in 14 quarters.
Needham Investment Management's American Tower position peaked at $1.21M in Q2 2022.
1,795 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Needham Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.