SBSB
AMT icon

Sullivan, Bruyette, Speros & Blaney’s American Tower AMT Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$1.4M Sell
5,836
-15
-0.3% -$3.34K 0.06% 93
2020
Q4 		$1.31M Buy
5,851
+185
+3% +$43K 0.06% 92
2020
Q3 		$1.37M Buy
5,666
+26
+0.5% +$6.59K 0.08% 81
2020
Q2 		$1.46M Sell
5,640
-200
-3% -$49.5K 0.09% 70
2020
Q1 		$1.27M Buy
5,840
+366
+7% +$85.2K 0.09% 68
2019
Q4 		$1.26M Buy
5,474
+234
+4% +$51K 0.07% 80
2019
Q3 		$1.16M Buy
5,240
+57
+1% +$12.4K 0.07% 76
2019
Q2 		$1.06M Buy
5,183
+203
+4% +$40.8K 0.06% 76
2019
Q1 		$981K Hold
4,980
– – 0.06% 80
2018
Q4 		$788K Buy
+4,980
New +$779K 0.05% 81
2017
Q2 		– Sell
-4,909
Closed -$597K – 149
2017
Q1 		$597K Sell
4,909
-1,000
-17% -$110K 0.06% 75
2016
Q4 		$624K Sell
5,909
-200
-3% -$21.7K 0.06% 68
2016
Q3 		$692K Sell
6,109
-47
-0.8% -$5.37K 0.07% 62
2016
Q2 		$699K Buy
+6,156
New +$655K 0.07% 57

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's AMT Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its American Tower (AMT) stake by 0.26% in Q1 2021, selling an estimated $3.34K and leaving 5,836 shares worth $1.4M. The position accounts for 0.06% of the portfolio, ranked #93.

Sullivan, Bruyette, Speros & Blaney first reported a position in AMT in Q2 2016 and has held it in 14 quarters since. The position peaked at $1.46M in Q2 2020. 1,609 funds tracked by Wall St. Rank hold AMT as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 5,836 shares of American Tower worth $1.4M as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney sold 15 American Tower shares in Q1 2021, an estimated $3.34K.
  • American Tower made up 0.06% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #93 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in American Tower in Q2 2016 and has held it in 14 quarters since.
  • Sullivan, Bruyette, Speros & Blaney's American Tower position peaked at $1.46M in Q2 2020.
  • 1,609 funds tracked by Wall St. Rank held American Tower as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.