Parnassus Investments
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Parnassus Investments’s American Tower AMT Stock Holding History

Parnassus Investments’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
Q3 		– Sell
-2,135,438
Closed -$414M – 140
2023
Q2 		$414M Buy
2,135,438
+24,625
+1% +$4.81M 0.96% 38
2023
Q1 		$431M Buy
2,110,813
+172,552
+9% +$36.2M 1.07% 36
2022
Q4 		$411M Sell
1,938,261
-12,637
-0.6% -$2.63M 1.02% 34
2022
Q3 		$419M Sell
1,950,898
-1,022,470
-34% -$263M 1.09% 32
2022
Q2 		$760M Buy
2,973,368
+78,239
+3% +$19.6M 1.82% 20
2022
Q1 		$727M Sell
2,895,129
-673,977
-19% -$164M 1.47% 23
2021
Q4 		$1.04B Sell
3,569,106
-56,319
-2% -$15.4M 2% 19
2021
Q3 		$962M Buy
3,625,425
+122,453
+3% +$34.9M 2.03% 16
2021
Q2 		$946M Buy
3,502,972
+376,014
+12% +$95.8M 2.06% 15
2021
Q1 		$748M Buy
+3,126,958
New +$696M 1.81% 22

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return