New Capital Management’s American Tower AMT Stock Holding History

New Capital 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
2021 Q1	$61K	Hold	255	–	–	0.05%	58
2020 Q4	$57K	Hold	255	–	–	0.03%	63
2020 Q3	$62K	Hold	255	–	–	0.07%	55
2020 Q2	$66K	Sell	255 -50	-16%	-$12.4K	0.09%	50
2020 Q1	$67K	Sell	305 -244	-44%	-$56.8K	0.13%	36
2019 Q4	$126K	Hold	549	–	–	0.21%	31
2019 Q3	$122K	Hold	549	–	–	0.1%	30
2019 Q2	$112K	Hold	549	–	–	0.2%	32
2019 Q1	$108K	Hold	549	–	–	0.3%	33
2018 Q4	$87K	Hold	549	–	–	0.16%	32
2018 Q3	$80K	Hold	549	–	–	0.13%	47
2018 Q2	$79K	Hold	549	–	–	0.14%	46
2018 Q1	$80K	Hold	549	–	–	0.21%	48
2017 Q4	$78K	Hold	549	–	–	0.1%	53
2017 Q3	$75K	Hold	549	–	–	0.13%	52
2017 Q2	$67K	Hold	549	–	–	0.12%	56
2017 Q1	$67K	Hold	549	–	–	0.12%	56
2016 Q4	$58K	Buy	+549	New	+$59.6K	0.08%	56

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return