Peddock Capital Advisors’s American Tower AMT Stock Holding History

Peddock Capital Advisors’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 Q1	–	Sell	-771	Closed	-$226K	–	157
2021 Q4	$226K	Hold	771	–	–	0.07%	139
2021 Q3	$205K	Hold	771	–	–	0.07%	137
2021 Q2	$218K	Buy	+771	New	+$196K	0.08%	137
2021 Q1	–	Sell	-771	Closed	-$173K	–	160
2020 Q4	$173K	Buy	+771	New	+$179K	0.09%	116
2020 Q1	–	Sell	-900	Closed	-$207K	–	113
2019 Q4	$207K	Buy	+900	New	+$196K	0.11%	107
2019 Q2	–	Sell	-900	Closed	-$177K	–	120
2019 Q1	$177K	Hold	900	–	–	0.1%	115
2018 Q4	$142K	Hold	900	–	–	0.08%	126
2018 Q3	$131K	Hold	900	–	–	0.06%	139
2018 Q2	$130K	Hold	900	–	–	0.07%	140
2018 Q1	$131K	Hold	900	–	–	0.07%	137
2017 Q4	$128K	Hold	900	–	–	0.06%	141
2017 Q3	$123K	Hold	900	–	–	0.06%	142
2017 Q2	$119K	Buy	+900	New	+$115K	0.06%	142

Other funds holding AMT

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

BlackRock New York $5.7T 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

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return