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Orrstown Financial Services’s American Tower AMT Stock Holding History

Orrstown Financial Services’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
2022
Q1 		$387K Sell
1,540
-166
-10% -$40.5K 0.72% 61
2021
Q4 		$443K Sell
1,706
-47
-3% -$12.8K 0.68% 61
2021
Q3 		$465K Sell
1,753
-769
-30% -$219K 0.74% 60
2021
Q2 		$682K Sell
2,522
-43
-2% -$11K 0.99% 53
2021
Q1 		$616K Buy
2,565
+23
+0.9% +$5.12K 0.87% 59
2020
Q4 		$570K Sell
2,542
-262
-9% -$60.9K 0.84% 58
2020
Q3 		$679K Sell
2,804
-249
-8% -$63.1K 1.07% 44
2020
Q2 		$790K Sell
3,053
-63
-2% -$15.6K 1.3% 36
2020
Q1 		$678K Sell
3,116
-189
-6% -$44K 0.97% 37
2019
Q4 		$778K Sell
3,305
-101
-3% -$22K 1.11% 48
2019
Q3 		$784K Sell
3,406
-108
-3% -$23.6K 1.05% 45
2019
Q2 		$719K Sell
3,514
-37
-1% -$7.44K 0.98% 47
2019
Q1 		$699K Buy
+3,551
New +$623K 0.98% 45

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Orrstown Financial Services's AMT Position: Q1 2022 in Review

Orrstown Financial Services reduced its American Tower (AMT) stake by 9.7% in Q1 2022, selling an estimated $40.5K and leaving 1,540 shares worth $387K. The position accounts for 0.72% of the portfolio, ranked #61.

Orrstown Financial Services first reported a position in AMT in Q1 2019 and has held it in 13 quarters since. The position peaked at $790K in Q2 2020. 1,721 funds tracked by Wall St. Rank hold AMT as of Q1 2022.

  • Orrstown Financial Services held 1,540 shares of American Tower worth $387K as of Q1 2022.
  • Orrstown Financial Services sold 166 American Tower shares in Q1 2022, an estimated $40.5K.
  • American Tower made up 0.72% of Orrstown Financial Services's portfolio in Q1 2022, its #61 holding.
  • Orrstown Financial Services first reported a position in American Tower in Q1 2019 and has held it in 13 quarters since.
  • Orrstown Financial Services's American Tower position peaked at $790K in Q2 2020.
  • 1,721 funds tracked by Wall St. Rank held American Tower as of Q1 2022.

Based on Orrstown Financial Services's 13F filing for Q1 2022, filed 12 Apr 2022.