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Richard Bernstein Advisors’s American Tower AMT Stock Holding History

Richard Bernstein 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
2023
Q3 		– Sell
-18,623
Closed -$3.61M – 207
2023
Q2 		$3.61M Buy
18,623
+8,981
+93% +$1.76M 0.08% 84
2023
Q1 		$1.97M Hold
9,642
– – 0.04% 163
2022
Q4 		$2.04M Sell
9,642
-3,207
-25% -$668K 0.05% 158
2022
Q3 		$2.76M Sell
12,849
-11
-0.1% -$2.83K 0.07% 134
2022
Q2 		$3.29M Buy
12,860
+11
+0.1% +$2.76K 0.07% 140
2022
Q1 		$3.23M Hold
12,849
– – 0.06% 154
2021
Q4 		$3.76M Buy
+12,849
New +$3.51M 0.07% 135
2020
Q2 		– Sell
-13,387
Closed -$2.92M – 252
2020
Q1 		$2.92M Sell
13,387
-3,237
-19% -$753K 0.1% 115
2019
Q4 		$3.82M Hold
16,624
– – 0.12% 123
2019
Q3 		$3.68M Hold
16,624
– – 0.12% 126
2019
Q2 		$3.4M Buy
+16,624
New +$3.34M 0.11% 138
2016
Q3 		– Sell
-24,115
Closed -$2.74M – 222
2016
Q2 		$2.74M Hold
24,115
– – 0.26% 123
2016
Q1 		$2.47M Buy
+24,115
New +$2.25M 0.25% 140
2015
Q2 		– Sell
-8,641
Closed -$814K – 195
2015
Q1 		$814K Hold
8,641
– – 0.11% 161
2014
Q4 		$854K Hold
8,641
– – 0.09% 211
2014
Q3 		$809K Hold
8,641
– – 0.09% 215
2014
Q2 		$778K Hold
8,641
– – 0.09% 214
2014
Q1 		$707K Hold
8,641
– – 0.1% 206
2013
Q4 		$690K Hold
8,641
– – 0.14% 205
2013
Q3 		$641K Hold
8,641
– – 0.19% 189
2013
Q2 		$632K Buy
+8,641
New +$688K 0.21% 170

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Richard Bernstein Advisors's AMT Position: Q3 2023 in Review

Richard Bernstein Advisors sold out of American Tower (AMT) in Q3 2023, closing a stake of 18,623 shares — an estimated $3.61M sold.

Richard Bernstein Advisors first reported a position in AMT in Q2 2013 and held it in 21 quarters. The position peaked at $3.82M in Q4 2019. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Richard Bernstein Advisors reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Richard Bernstein Advisors sold 18,623 American Tower shares in Q3 2023, an estimated $3.61M.
  • Richard Bernstein Advisors first reported a position in American Tower in Q2 2013 and held it in 21 quarters.
  • Richard Bernstein Advisors's American Tower position peaked at $3.82M in Q4 2019.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Richard Bernstein Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.