Perpetual Investment Management’s American Tower AMT Stock Holding History

Perpetual Investment 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	$2.15M	Buy	10,143 +3,051	+43%	+$635K	0.26%	67
2022 Q3	$1.52M	Sell	7,092 -1,828	-20%	-$470K	0.22%	77
2022 Q2	$2.28M	Sell	8,920 -2,483	-22%	-$623K	0.33%	67
2022 Q1	$2.87M	Sell	11,403 -1,076	-9%	-$263K	0.36%	73
2021 Q4	$3.65M	Sell	12,479 -561	-4%	-$153K	0.42%	68
2021 Q3	$3.46M	Buy	13,040 +1,526	+13%	+$435K	0.44%	67
2021 Q2	$3.11M	Buy	11,514 +8,125	+240%	+$2.07M	0.44%	66
2021 Q1	$807K	Sell	3,389 -31,852	-90%	-$7.09M	0.13%	98
2020 Q4	$7.76M	Buy	+35,241	New	+$8.19M	1.15%	26

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Perpetual Investment Management's AMT Position: Q4 2022 in Review

Perpetual Investment Management increased its American Tower (AMT) stake by 43% in Q4 2022, buying an estimated $635K and bringing the position to 10,143 shares worth $2.15M. The position accounts for 0.26% of the portfolio, ranked #67.

Perpetual Investment Management first reported a position in AMT in Q4 2020 and has held it in 9 quarters since. The position peaked at $7.76M in Q4 2020. 1,707 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

Perpetual Investment Management held 10,143 shares of American Tower worth $2.15M as of Q4 2022.
Perpetual Investment Management bought 3,051 American Tower shares in Q4 2022, an estimated $635K.
American Tower made up 0.26% of Perpetual Investment Management's portfolio in Q4 2022, its #67 holding.
Perpetual Investment Management first reported a position in American Tower in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's American Tower position peaked at $7.76M in Q4 2020.
1,707 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

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