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Sugarloaf Wealth Management’s American Tower AMT Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$3.59M Buy
19,564
+2,452
+14% +$508K 0.68% 30
2024
Q3 		$3.98M Buy
17,112
+272
+2% +$60.3K 0.75% 22
2024
Q2 		$3.27M Buy
16,840
+127
+0.8% +$23.7K 0.66% 29
2024
Q1 		$3.3M Buy
16,713
+906
+6% +$180K 0.68% 28
2023
Q4 		$3.41M Buy
15,807
+242
+2% +$45.7K 0.82% 21
2023
Q3 		$2.56M Buy
15,565
+3,113
+25% +$569K 0.65% 32
2023
Q2 		$2.41M Buy
12,452
+1,056
+9% +$206K 0.57% 29
2023
Q1 		$2.33M Buy
11,396
+1,765
+18% +$370K 0.57% 30
2022
Q4 		$2.04M Buy
9,631
+9,034
+1,513% +$1.88M 0.51% 34
2022
Q3 		$129K Sell
597
-35
-6% -$8.99K 0.03% 172
2022
Q2 		$161K Buy
632
+50
+9% +$12.5K 0.04% 145
2022
Q1 		$146K Hold
582
– – 0.03% 153
2021
Q4 		$170K Sell
582
-35
-6% -$9.56K 0.04% 141
2021
Q3 		$164K Sell
617
-6,720
-92% -$1.92M 0.04% 145
2021
Q2 		$1.98M Buy
7,337
+542
+8% +$138K 0.54% 27
2021
Q1 		$1.62K Buy
6,795
+1,431
+27% +$319K 0.48% 28
2020
Q4 		$1.2M Buy
5,364
+339
+7% +$78.8K 0.4% 38
2020
Q3 		$1.22M Buy
5,025
+35
+0.7% +$8.87K 0.45% 35
2020
Q2 		$1.29M Buy
4,990
+283
+6% +$70K 0.5% 32
2020
Q1 		$1.02M Buy
4,707
+1,200
+34% +$279K 0.46% 32
2019
Q4 		$806K Buy
+3,507
New +$764K 0.34% 53

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sugarloaf Wealth Management's AMT Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its American Tower (AMT) stake by 14% in Q4 2024, buying an estimated $508K and bringing the position to 19,564 shares worth $3.59M. The position accounts for 0.68% of the portfolio, ranked #30.

Sugarloaf Wealth Management first reported a position in AMT in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.98M in Q3 2024. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • Sugarloaf Wealth Management held 19,564 shares of American Tower worth $3.59M as of Q4 2024.
  • Sugarloaf Wealth Management bought 2,452 American Tower shares in Q4 2024, an estimated $508K.
  • American Tower made up 0.68% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #30 holding.
  • Sugarloaf Wealth Management first reported a position in American Tower in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's American Tower position peaked at $3.98M in Q3 2024.
  • 1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.