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Seneca House Advisors’s American Tower AMT Stock Holding History

Seneca House Advisors’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
Q3 		– Sell
-11,122
Closed -$2.16M – 78
2023
Q2 		$2.16M Sell
11,122
-388
-3% -$75.9K 1.08% 32
2023
Q1 		$2.35M Buy
11,510
+376
+3% +$78.9K 1.22% 31
2022
Q4 		$2.36M Buy
11,134
+4,001
+56% +$833K 1.3% 29
2022
Q3 		$1.53M Buy
7,133
+135
+2% +$34.7K 1.13% 30
2022
Q2 		$1.79M Sell
6,998
-56
-0.8% -$14.1K 1.17% 28
2022
Q1 		$1.77M Buy
7,054
+775
+12% +$189K 0.93% 28
2021
Q4 		$1.84M Buy
6,279
+2,089
+50% +$571K 0.97% 28
2021
Q3 		$1.11M Buy
+4,190
New +$1.19M 0.67% 33

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Seneca House Advisors's AMT Position: Q3 2023 in Review

Seneca House Advisors sold out of American Tower (AMT) in Q3 2023, closing a stake of 11,122 shares — an estimated $2.16M sold.

Seneca House Advisors first reported a position in AMT in Q3 2021 and held it in 8 quarters. The position peaked at $2.36M in Q4 2022. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Seneca House Advisors reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Seneca House Advisors sold 11,122 American Tower shares in Q3 2023, an estimated $2.16M.
  • Seneca House Advisors first reported a position in American Tower in Q3 2021 and held it in 8 quarters.
  • Seneca House Advisors's American Tower position peaked at $2.36M in Q4 2022.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Seneca House Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.