Pearl River Capital’s American Tower AMT Stock Holding History

Pearl River Capital’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
2024 Q2	–	Sell	-3,904	Closed	-$771K	–	423
2024 Q1	$771K	Buy	+3,904	New	+$778K	0.12%	234
2023 Q2	–	Sell	-2,027	Closed	-$414K	–	479
2023 Q1	$414K	Sell	2,027 -5,455	-73%	-$1.14M	0.07%	356
2022 Q4	$1.59M	Buy	7,482 +5,744	+330%	+$1.2M	0.27%	117
2022 Q3	$373K	Buy	+1,738	New	+$447K	0.07%	335
2021 Q4	–	Sell	-9,039	Closed	-$2.4M	–	411
2021 Q3	$2.4M	Buy	+9,039	New	+$2.58M	0.65%	30
2021 Q1	–	Sell	-4,048	Closed	-$909K	–	383
2020 Q4	$909K	Sell	4,048 -7,323	-64%	-$1.7M	0.33%	106
2020 Q3	$2.75M	Buy	+11,371	New	+$2.88M	1.15%	6
2020 Q2	–	Sell	-1,027	Closed	-$224K	–	289
2020 Q1	$224K	Buy	+1,027	New	+$239K	0.43%	67
2019 Q4	–	Sell	-938	Closed	-$207K	–	521
2019 Q3	$207K	Buy	938 +326	+53%	+$71.2K	0.59%	75
2019 Q2	$125K	Buy	+612	New	+$123K	0.8%	30
2019 Q1	–	Sell	-798	Closed	-$126K	–	361
2018 Q4	$126K	Buy	+798	New	+$125K	0.58%	8

Other funds holding AMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return