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Summit Global Investments’s American Tower AMT Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-1,541
Closed -$253K – 508
2023
Q3 		$253K Buy
1,541
+374
+32% +$68.3K 0.02% 454
2023
Q2 		$226K Buy
+1,167
New +$228K 0.02% 489
2022
Q2 		– Sell
-8,897
Closed -$2.23M – 457
2022
Q1 		$2.23M Buy
8,897
+8,162
+1,110% +$1.99M 0.16% 134
2021
Q4 		$215K Buy
+735
New +$201K 0.01% 496
2021
Q3 		– Sell
-4,661
Closed -$1.27M – 467
2021
Q2 		$1.27M Sell
4,661
-7,176
-61% -$1.83M 0.08% 194
2021
Q1 		$2.83M Buy
11,837
+566
+5% +$126K 0.18% 97
2020
Q4 		$2.53M Buy
11,271
+5,076
+82% +$1.18M 0.25% 83
2020
Q3 		$1.5M Sell
6,195
-54,139
-90% -$13.7M 0.15% 97
2020
Q2 		$15.6M Buy
60,334
+1,918
+3% +$474K 1.8% 20
2020
Q1 		$12.7M Buy
58,416
+32,145
+122% +$7.48M 1.85% 16
2019
Q4 		$6.04M Buy
26,271
+1,435
+6% +$313K 0.65% 53
2019
Q3 		$5.49M Buy
24,836
+551
+2% +$120K 0.64% 55
2019
Q2 		$4.96M Buy
24,285
+1,973
+9% +$397K 0.62% 58
2019
Q1 		$4.4M Buy
22,312
+5,555
+33% +$974K 0.56% 59
2018
Q4 		$2.65M Sell
16,757
-38,346
-70% -$5.99M 0.41% 73
2018
Q3 		$8.01M Buy
55,103
+2,528
+5% +$371K 1.08% 29
2018
Q2 		$7.58M Buy
52,575
+42,616
+428% +$5.92M 1.14% 26
2018
Q1 		$1.45M Buy
+9,959
New +$1.4M 0.23% 69

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 $3.37T AUM 44.26% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Global Investments's AMT Position: Q4 2023 in Review

Summit Global Investments sold out of American Tower (AMT) in Q4 2023, closing a stake of 1,541 shares — an estimated $253K sold.

Summit Global Investments first reported a position in AMT in Q1 2018 and held it in 18 quarters. The position peaked at $15.6M in Q2 2020. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

  • Summit Global Investments reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
  • Summit Global Investments sold 1,541 American Tower shares in Q4 2023, an estimated $253K.
  • Summit Global Investments first reported a position in American Tower in Q1 2018 and held it in 18 quarters.
  • Summit Global Investments's American Tower position peaked at $15.6M in Q2 2020.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Summit Global Investments's 13F filing for Q4 2023, filed 6 Feb 2024.