Osborn Williams & Donohoe’s American Tower AMT Stock Holding History

Osborn Williams & Donohoe’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 Q1	$4.75M	Buy	21,799 +635	+3%	+$148K	0.62%	49
2019 Q4	$4.86M	Buy	21,164 +2,494	+13%	+$543K	0.49%	59
2019 Q3	$4.13M	Buy	18,670 +2,764	+17%	+$603K	0.42%	67
2019 Q2	$3.25M	Buy	15,906 +792	+5%	+$159K	0.34%	88
2019 Q1	$2.97M	Buy	15,114 +9,734	+181%	+$1.71M	0.31%	89
2018 Q4	$851K	Sell	5,380 -130	-2%	-$20.3K	0.15%	125
2018 Q3	$801K	Buy	5,510 +200	+4%	+$29.3K	0.12%	138
2018 Q2	$766K	Buy	5,310 +2,260	+74%	+$314K	0.13%	137
2018 Q1	$443K	Buy	+3,050	New	+$430K	0.08%	166

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Osborn Williams & Donohoe's AMT Position: Q1 2020 in Review

Osborn Williams & Donohoe increased its American Tower (AMT) stake by 3% in Q1 2020, buying an estimated $148K and bringing the position to 21,799 shares worth $4.75M. The position accounts for 0.62% of the portfolio, ranked #49.

Osborn Williams & Donohoe first reported a position in AMT in Q1 2018 and has held it in 9 quarters since. The position peaked at $4.86M in Q4 2019. 1,433 funds tracked by Wall St. Rank hold AMT as of Q1 2020.

Osborn Williams & Donohoe held 21,799 shares of American Tower worth $4.75M as of Q1 2020.
Osborn Williams & Donohoe bought 635 American Tower shares in Q1 2020, an estimated $148K.
American Tower made up 0.62% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #49 holding.
Osborn Williams & Donohoe first reported a position in American Tower in Q1 2018 and has held it in 9 quarters since.
Osborn Williams & Donohoe's American Tower position peaked at $4.86M in Q4 2019.
1,433 funds tracked by Wall St. Rank held American Tower as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.