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Osterweis Capital Management’s American Tower AMT Stock Holding History

Osterweis 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
2022
Q4 		– Sell
-397
Closed -$85K – 234
2022
Q3 		$85K Buy
+397
New +$102K 0.01% 150
2022
Q1 		– Sell
-690
Closed -$202K – 147
2021
Q4 		$202K Sell
690
-600
-47% -$164K 0.01% 143
2021
Q3 		$342K Hold
1,290
– – 0.02% 126
2021
Q2 		$348K Buy
+1,290
New +$329K 0.02% 128

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Osterweis Capital Management's AMT Position: Q4 2022 in Review

Osterweis Capital Management sold out of American Tower (AMT) in Q4 2022, closing a stake of 397 shares — an estimated $85K sold.

Osterweis Capital Management first reported a position in AMT in Q2 2021 and held it in 4 quarters. The position peaked at $348K in Q2 2021. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • Osterweis Capital Management reported no remaining American Tower position as of Q4 2022 after selling out during the quarter.
  • Osterweis Capital Management sold 397 American Tower shares in Q4 2022, an estimated $85K.
  • Osterweis Capital Management first reported a position in American Tower in Q2 2021 and held it in 4 quarters.
  • Osterweis Capital Management's American Tower position peaked at $348K in Q2 2021.
  • 1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Osterweis Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.