QVR’s American Tower AMT Stock Holding History

QVR’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
2025 Q4	–	Sell	-1,300	Closed	-$250K	–	130
2025 Q3	$250K	Buy	+1,300	New	+$271K	0.03%	73
2022 Q4	–	Sell	-8,900	Closed	-$1.91M	–	206
2022 Q3	$1.91M	Buy	8,900 +3,800	+75%	+$976K	0.16%	112
2022 Q2	$1.3M	Sell	5,100 -7,000	-58%	-$1.76M	0.1%	155
2022 Q1	$3.04M	Buy	+12,100	New	+$2.95M	0.12%	174
2021 Q4	–	Sell	-3,800	Closed	-$1.01M	–	41
2021 Q3	$1.01M	Buy	3,800 +1,400	+58%	+$399K	0.07%	204
2021 Q2	$648K	Buy	+2,400	New	+$612K	0.07%	151

Other funds holding AMT

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

QVR's AMT Position: Q4 2022 in Review

QVR sold out of American Tower (AMT) in Q4 2022, closing a stake of 1,624 shares — an estimated $349K sold.

QVR first reported a position in AMT in Q2 2021 and held it in 3 quarters. The position peaked at $349K in Q3 2022. 1,707 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

QVR reported no remaining American Tower position as of Q4 2022 after selling out during the quarter.
QVR sold 1,624 American Tower shares in Q4 2022, an estimated $349K.
QVR first reported a position in American Tower in Q2 2021 and held it in 3 quarters.
QVR's American Tower position peaked at $349K in Q3 2022.
1,707 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on QVR's 13F filing for Q4 2022, filed 10 Feb 2023.