Selkirk Management’s American Tower AMT Stock Holding History

Selkirk Management’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	-15,000	Closed	-$3.07M	–	17
2023 Q1	$3.07M	Hold	15,000	–	–	3.61%	10
2022 Q4	$3.18M	Hold	15,000	–	–	4.31%	8
2022 Q3	$3.22M	Hold	15,000	–	–	3.83%	8
2022 Q2	$3.83M	Sell	15,000 -9,150	-38%	-$2.3M	4.5%	8
2022 Q1	$6.07M	Hold	24,150	–	–	3.83%	11
2021 Q4	$7.06M	Hold	24,150	–	–	3.78%	11
2021 Q3	$6.41M	Hold	24,150	–	–	2.61%	12
2021 Q2	$6.52M	Sell	24,150 -15,000	-38%	-$3.82M	2.37%	14
2021 Q1	$9.36M	Hold	39,150	–	–	2.78%	13
2020 Q4	$8.79M	Hold	39,150	–	–	2.85%	13
2020 Q3	$9.46M	Sell	39,150 -10,000	-20%	-$2.54M	3.01%	14
2020 Q2	$12.7M	Hold	49,150	–	–	5.45%	6
2020 Q1	$10.7M	Hold	49,150	–	–	6.04%	6
2019 Q4	$11.3M	Hold	49,150	–	–	5.66%	8
2019 Q3	$10.9M	Hold	49,150	–	–	6.13%	5
2019 Q2	$10M	Hold	49,150	–	–	5.41%	6
2019 Q1	$9.69M	Hold	49,150	–	–	5.49%	5
2018 Q4	$7.78M	Hold	49,150	–	–	5.26%	8
2018 Q3	$7.14M	Hold	49,150	–	–	3.64%	14
2018 Q2	$7.09M	Hold	49,150	–	–	3.65%	15
2018 Q1	$7.14M	Hold	49,150	–	–	3.67%	12
2017 Q4	$7.01M	Hold	49,150	–	–	3.74%	12
2017 Q3	$6.72M	Hold	49,150	–	–	3.67%	11
2017 Q2	$6.5M	Hold	49,150	–	–	3.69%	12
2017 Q1	$5.97M	Hold	49,150	–	–	3.38%	12
2016 Q4	$5.19M	Hold	49,150	–	–	3.3%	13
2016 Q3	$5.57M	Hold	49,150	–	–	3.42%	12
2016 Q2	$5.58M	Hold	49,150	–	–	3.37%	12
2016 Q1	$5.03M	Hold	49,150	–	–	3.14%	14
2015 Q4	$4.76M	Hold	49,150	–	–	2.81%	14
2015 Q3	$4.32M	Hold	49,150	–	–	2.68%	14
2015 Q2	$4.58M	Hold	49,150	–	–	2.51%	15
2015 Q1	$4.63M	Hold	49,150	–	–	2.57%	15
2014 Q4	$4.86M	Hold	49,150	–	–	2.9%	14
2014 Q3	$4.6M	Hold	49,150	–	–	2.89%	15
2014 Q2	$4.42M	Hold	49,150	–	–	2.95%	14
2014 Q1	$4.02M	Hold	49,150	–	–	3.31%	13
2013 Q4	$3.92M	Hold	49,150	–	–	2.96%	14
2013 Q3	$3.64M	Sell	49,150 -65,000	-57%	-$4.69M	2.87%	14
2013 Q2	$8.35M	Buy	+114,150	New	+$9.08M	7.4%	4

Other funds holding AMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 $871B AUM 31.28% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Selkirk Management's AMT Position: Q2 2023 in Review

Selkirk Management sold out of American Tower (AMT) in Q2 2023, closing a stake of 15,000 shares — an estimated $3.07M sold.

Selkirk Management first reported a position in AMT in Q2 2013 and held it in 40 quarters. The position peaked at $12.7M in Q2 2020. 1,684 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

Selkirk Management reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
Selkirk Management sold 15,000 American Tower shares in Q2 2023, an estimated $3.07M.
Selkirk Management first reported a position in American Tower in Q2 2013 and held it in 40 quarters.
Selkirk Management's American Tower position peaked at $12.7M in Q2 2020.
1,684 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Selkirk Management's 13F filing for Q2 2023, filed 14 Aug 2023.