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 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ACM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Parnassus Investments's AMT Position: Q3 2023 in Review

Parnassus Investments sold out of American Tower (AMT) in Q3 2023, closing a stake of 2,135,438 shares — an estimated $414M sold.

Parnassus Investments first reported a position in AMT in Q1 2021 and held it in 10 quarters. The position peaked at $1.04B in Q4 2021. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

Parnassus Investments reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
Parnassus Investments sold 2,135,438 American Tower shares in Q3 2023, an estimated $414M.
Parnassus Investments first reported a position in American Tower in Q1 2021 and held it in 10 quarters.
Parnassus Investments's American Tower position peaked at $1.04B in Q4 2021.
1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Parnassus Investments's 13F filing for Q3 2023, filed 8 Nov 2023.