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Sabal Trust’s American Tower AMT Stock Holding History

Sabal Trust’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
2024
Q1 		– Sell
-1,000
Closed -$216K – 217
2023
Q4 		$216K Buy
+1,000
New +$189K 0.01% 209
2021
Q1 		– Sell
-1,586
Closed -$356K – 150
2020
Q4 		$356K Buy
1,586
+56
+4% +$13K 0.03% 110
2020
Q3 		$370K Hold
1,530
– – 0.03% 98
2020
Q2 		$396K Sell
1,530
-24
-2% -$5.94K 0.04% 92
2020
Q1 		$338K Sell
1,554
-1,350
-46% -$314K 0.04% 97
2019
Q4 		$667K Buy
2,904
+416
+17% +$90.6K 0.05% 88
2019
Q3 		$550K Buy
2,488
+1,204
+94% +$263K 0.04% 92
2019
Q2 		$262K Buy
1,284
+89
+7% +$17.9K 0.02% 115
2019
Q1 		$236K Sell
1,195
-178
-13% -$31.2K 0.02% 121
2018
Q4 		$217K Buy
+1,373
New +$215K 0.02% 130
2017
Q2 		– Sell
-1,670
Closed -$203K – 127
2017
Q1 		$203K Sell
1,670
-380
-19% -$41.8K 0.02% 123
2016
Q4 		$217K Sell
2,050
-350
-15% -$38K 0.02% 116
2016
Q3 		$272K Buy
2,400
+100
+4% +$11.4K 0.03% 111
2016
Q2 		$261K Sell
2,300
-355
-13% -$37.8K 0.03% 106
2016
Q1 		$272K Sell
2,655
-145,965
-98% -$13.6M 0.03% 100
2015
Q4 		$14.4M Sell
148,620
-477
-0.3% -$46.5K 1.88% 31
2015
Q3 		$13.1M Buy
149,097
+645
+0.4% +$60.7K 1.83% 32
2015
Q2 		$13.8M Buy
148,452
+3,829
+3% +$362K 1.8% 32
2015
Q1 		$13.6M Buy
144,623
+5,572
+4% +$542K 1.79% 33
2014
Q4 		$13.7M Sell
139,051
-75
-0.1% -$7.37K 1.78% 33
2014
Q3 		$13M Buy
139,126
+3,215
+2% +$306K 1.75% 34
2014
Q2 		$12.2M Buy
135,911
+3,000
+2% +$260K 1.74% 32
2014
Q1 		$10.9M Buy
+132,911
New +$10.8M 1.54% 36

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sabal Trust's AMT Position: Q1 2024 in Review

Sabal Trust sold out of American Tower (AMT) in Q1 2024, closing a stake of 1,000 shares — an estimated $216K sold.

Sabal Trust first reported a position in AMT in Q1 2014 and held it in 23 quarters. The position peaked at $14.4M in Q4 2015. 1,766 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Sabal Trust reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Sabal Trust sold 1,000 American Tower shares in Q1 2024, an estimated $216K.
  • Sabal Trust first reported a position in American Tower in Q1 2014 and held it in 23 quarters.
  • Sabal Trust's American Tower position peaked at $14.4M in Q4 2015.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Sabal Trust's 13F filing for Q1 2024, filed 6 May 2024.