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Sargent Bickham Lagudis’s American Tower AMT Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$4.52M Sell
21,327
-451
-2% -$93.9K 0.37% 61
2022
Q3 		$4.68M Sell
21,778
-212
-1% -$54.5K 0.42% 50
2022
Q2 		$5.62M Sell
21,990
-285
-1% -$71.5K 0.49% 45
2022
Q1 		$5.6M Sell
22,275
-5,623
-20% -$1.37M 0.44% 50
2021
Q4 		$8.16M Buy
27,898
+940
+3% +$257K 0.62% 36
2021
Q3 		$7.16M Sell
26,958
-84
-0.3% -$23.9K 0.58% 38
2021
Q2 		$7.3M Sell
27,042
-87
-0.3% -$22.2K 0.6% 37
2021
Q1 		$6.49M Buy
27,129
+219
+0.8% +$48.8K 0.57% 43
2020
Q4 		$6.04M Sell
26,910
-88
-0.3% -$20.5K 0.56% 43
2020
Q3 		$6.53M Sell
26,998
-618
-2% -$157K 0.66% 33
2020
Q2 		$7.14M Buy
27,616
+394
+1% +$97.5K 0.77% 31
2020
Q1 		$5.93M Buy
27,222
+7,738
+40% +$1.8M 0.76% 25
2019
Q4 		$4.48M Sell
19,484
-9
-0% -$1.96K 0.5% 43
2019
Q3 		$4.31M Sell
19,493
-529
-3% -$115K 0.52% 44
2019
Q2 		$4.09M Sell
20,022
-264
-1% -$53.1K 0.49% 49
2019
Q1 		$4M Sell
20,286
-748
-4% -$131K 0.46% 55
2018
Q4 		$3.33M Buy
21,034
+18
+0.1% +$2.81K 0.43% 57
2018
Q3 		$3.05M Buy
21,016
+490
+2% +$71.9K 0.36% 70
2018
Q2 		$2.96M Sell
20,526
-1,329
-6% -$185K 0.37% 66
2018
Q1 		$3.18M Buy
21,855
+348
+2% +$49K 0.4% 58
2017
Q4 		$3.07M Sell
21,507
-53
-0.2% -$7.57K 0.37% 67
2017
Q3 		$2.95M Buy
21,560
+28
+0.1% +$3.9K 0.37% 69
2017
Q2 		$2.85M Sell
21,532
-869
-4% -$111K 0.36% 69
2017
Q1 		$2.72M Sell
22,401
-513
-2% -$56.4K 0.35% 71
2016
Q4 		$2.42M Buy
22,914
+22,831
+27,507% +$2.48M 0.37% 72
2016
Q3 		$2.9M Sell
83
-25,876
-100% -$2.96M 0.44% 65
2016
Q2 		$2.95M Sell
25,959
-1,378
-5% -$147K 0.46% 64
2016
Q1 		$2.8M Buy
+27,337
New +$2.56M 0.45% 64

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Sargent Bickham Lagudis's AMT Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its American Tower (AMT) stake by 2.1% in Q4 2022, selling an estimated $93.9K and leaving 21,327 shares worth $4.52M. The position accounts for 0.37% of the portfolio, ranked #61.

Sargent Bickham Lagudis first reported a position in AMT in Q1 2016 and has held it in 28 quarters since. The position peaked at $8.16M in Q4 2021. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • Sargent Bickham Lagudis held 21,327 shares of American Tower worth $4.52M as of Q4 2022.
  • Sargent Bickham Lagudis sold 451 American Tower shares in Q4 2022, an estimated $93.9K.
  • American Tower made up 0.37% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #61 holding.
  • Sargent Bickham Lagudis first reported a position in American Tower in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's American Tower position peaked at $8.16M in Q4 2021.
  • 1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.