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Steel Grove Capital Advisors’s American Tower AMT Stock Holding History

Steel Grove Capital 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
2024
Q2 		– Sell
-1,503
Closed -$297K – 175
2024
Q1 		$297K Buy
+1,503
New +$299K 0.04% 165
2023
Q2 		– Sell
-991
Closed -$203K – 198
2023
Q1 		$203K Hold
991
– – 0.03% 176
2022
Q4 		$210K Sell
991
-210
-17% -$43.7K 0.03% 164
2022
Q3 		$258K Hold
1,201
– – 0.05% 122
2022
Q2 		$307K Hold
1,201
– – 0.06% 109
2022
Q1 		$302K Sell
1,201
-177
-13% -$43.2K 0.05% 123
2021
Q4 		$403K Sell
1,378
-42
-3% -$11.5K 0.08% 104
2021
Q3 		$377K Buy
1,420
+194
+16% +$55.3K 0.09% 105
2021
Q2 		$331K Buy
1,226
+59
+5% +$15K 0.09% 109
2021
Q1 		$279K Buy
1,167
+34
+3% +$7.57K 0.09% 112
2020
Q4 		$254K Buy
+1,133
New +$263K 0.08% 112
2019
Q1 		– Sell
-2,139
Closed -$339K – 126
2018
Q4 		$339K Sell
2,139
-342
-14% -$53.5K 0.05% 235
2018
Q3 		$361K Hold
2,481
– – 0.05% 237
2018
Q2 		$360K Sell
2,481
-63
-2% -$8.75K 0.06% 228
2018
Q1 		$370K Sell
2,544
-3,342
-57% -$471K 0.06% 240
2017
Q4 		$844K Hold
5,886
– – 0.13% 147
2017
Q3 		$807K Sell
5,886
-1,473
-20% -$205K 0.15% 129
2017
Q2 		$976K Buy
7,359
+280
+4% +$35.9K 0.17% 113
2017
Q1 		$860K Sell
7,079
-416
-6% -$45.8K 0.15% 119
2016
Q4 		$796K Buy
+7,495
New +$814K 0.16% 113

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Steel Grove Capital Advisors's AMT Position: Q2 2024 in Review

Steel Grove Capital Advisors sold out of American Tower (AMT) in Q2 2024, closing a stake of 1,503 shares — an estimated $297K sold.

Steel Grove Capital Advisors first reported a position in AMT in Q4 2016 and held it in 20 quarters. The position peaked at $976K in Q2 2017. 1,767 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

  • Steel Grove Capital Advisors reported no remaining American Tower position as of Q2 2024 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 1,503 American Tower shares in Q2 2024, an estimated $297K.
  • Steel Grove Capital Advisors first reported a position in American Tower in Q4 2016 and held it in 20 quarters.
  • Steel Grove Capital Advisors's American Tower position peaked at $976K in Q2 2017.
  • 1,767 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.