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Security National Trust’s American Tower AMT Stock Holding History

Security National 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
2021
Q3 		$1.84M Hold
6,796
– – 0.43% 70
2021
Q2 		$1.84M Sell
6,796
-154
-2% -$39.2K 0.41% 72
2021
Q1 		$1.66M Sell
6,950
-160
-2% -$35.6K 0.39% 73
2020
Q4 		$1.59M Buy
7,110
+375
+6% +$87.2K 0.4% 69
2020
Q3 		$1.63M Buy
6,735
+475
+8% +$120K 0.46% 68
2020
Q2 		$1.62M Buy
6,260
+290
+5% +$71.7K 0.49% 66
2020
Q1 		$1.3M Buy
5,970
+80
+1% +$18.6K 0.47% 65
2019
Q4 		$1.35M Buy
5,890
+140
+2% +$30.5K 0.39% 74
2019
Q3 		$1.27M Buy
5,750
+220
+4% +$48K 0.4% 72
2019
Q2 		$1.13M Buy
5,530
+135
+3% +$27.1K 0.36% 75
2019
Q1 		$1.06M Buy
5,395
+150
+3% +$26.3K 0.34% 76
2018
Q4 		$829K Sell
5,245
-360
-6% -$56.3K 0.31% 80
2018
Q3 		$814K Buy
5,605
+80
+1% +$11.7K 0.26% 90
2018
Q2 		$796K Buy
5,525
+135
+3% +$18.8K 0.26% 90
2018
Q1 		$783K Buy
5,390
+355
+7% +$50K 0.26% 91
2017
Q4 		$718K Buy
5,035
+360
+8% +$51.4K 0.23% 92
2017
Q3 		$639K Buy
4,675
+3,360
+256% +$468K 0.21% 98
2017
Q2 		$174K Buy
+1,315
New +$168K 0.06% 176
2016
Q4 		– Sell
-300
Closed -$34K – 424
2016
Q3 		$34K Buy
+300
New +$34.3K 0.01% 304

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Security National Trust's AMT Position: Q3 2021 in Review

Security National Trust held its American Tower (AMT) position steady in Q3 2021 at 6,796 shares worth $1.84M. The position accounts for 0.43% of the portfolio, ranked #70.

Security National Trust first reported a position in AMT in Q3 2016 and has held it in 19 quarters since. 1,673 funds tracked by Wall St. Rank hold AMT as of Q3 2021.

  • Security National Trust held 6,796 shares of American Tower worth $1.84M as of Q3 2021.
  • Security National Trust left its American Tower share count unchanged in Q3 2021.
  • American Tower made up 0.43% of Security National Trust's portfolio in Q3 2021, its #70 holding.
  • Security National Trust first reported a position in American Tower in Q3 2016 and has held it in 19 quarters since.
  • 1,673 funds tracked by Wall St. Rank held American Tower as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.