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Punch & Associates Investment Management’s American Tower AMT Stock Holding History

Punch & Associates 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
2023
Q3 		– Sell
-23,617
Closed -$4.58M – 232
2023
Q2 		$4.58M Buy
23,617
+4,808
+26% +$940K 0.28% 122
2023
Q1 		$3.84M Buy
+18,809
New +$3.95M 0.25% 124

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Punch & Associates Investment Management's AMT Position: Q3 2023 in Review

Punch & Associates Investment Management sold out of American Tower (AMT) in Q3 2023, closing a stake of 23,617 shares — an estimated $4.58M sold.

Punch & Associates Investment Management first reported a position in AMT in Q1 2023 and held it in 2 quarters. The position peaked at $4.58M in Q2 2023. 1,629 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Punch & Associates Investment Management reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Punch & Associates Investment Management sold 23,617 American Tower shares in Q3 2023, an estimated $4.58M.
  • Punch & Associates Investment Management first reported a position in American Tower in Q1 2023 and held it in 2 quarters.
  • Punch & Associates Investment Management's American Tower position peaked at $4.58M in Q2 2023.
  • 1,629 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Punch & Associates Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.