Sageworth Trust’s American Tower AMT Stock Holding History

Sageworth 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
2023 Q2	–	Sell	-25	Closed	-$5.11K	–	95
2023 Q1	$5.11K	Hold	25	–	–	﹤0.01%	379
2022 Q4	$5K	Hold	25	–	–	﹤0.01%	248
2022 Q3	$5K	Hold	25	–	–	﹤0.01%	239
2022 Q2	$6K	Sell	25 -62	-71%	-$15.6K	﹤0.01%	252
2022 Q1	$22K	Sell	87 -63	-42%	-$15.4K	﹤0.01%	137
2021 Q4	$44K	Hold	150	–	–	﹤0.01%	111
2021 Q3	$40K	Hold	150	–	–	﹤0.01%	218
2021 Q2	$41K	Sell	150 -279	-65%	-$71.1K	﹤0.01%	263
2021 Q1	$103K	Sell	429 -285	-40%	-$63.5K	0.01%	114
2020 Q4	$160K	Buy	714 +240	+51%	+$55.8K	0.01%	62
2020 Q3	$115K	Buy	474 +116	+32%	+$29.4K	0.01%	58
2020 Q2	$93K	Buy	358 +264	+281%	+$65.3K	0.01%	58
2020 Q1	$20K	Hold	94	–	–	﹤0.01%	101
2019 Q4	$22K	Hold	94	–	–	﹤0.01%	122
2019 Q3	$21K	Hold	94	–	–	﹤0.01%	123
2019 Q2	$19K	Hold	94	–	–	﹤0.01%	135
2019 Q1	$19K	Buy	+94	New	+$16.5K	﹤0.01%	143
2015 Q1	–	Sell	-4,456	Closed	-$440K	–	41
2014 Q4	$440K	Buy	+4,456	New	+$438K	0.13%	60

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return