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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Sageworth Trust's AMT Position: Q2 2023 in Review

Sageworth Trust sold out of American Tower (AMT) in Q2 2023, closing a stake of 25 shares — an estimated $5.11K sold.

Sageworth Trust first reported a position in AMT in Q4 2014 and held it in 18 quarters. The position peaked at $440K in Q4 2014. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

Sageworth Trust reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 25 American Tower shares in Q2 2023, an estimated $5.11K.
Sageworth Trust first reported a position in American Tower in Q4 2014 and held it in 18 quarters.
Sageworth Trust's American Tower position peaked at $440K in Q4 2014.
1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.