Swaine & Leidel Wealth Services’s American Tower AMT Stock Holding History

Swaine & Leidel Wealth Services’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	$3.95M	Buy	16,539 +3,281	+25%	+$731K	2.55%	16
2020 Q4	$2.98M	Sell	13,258 -512	-4%	-$119K	2.16%	27
2020 Q3	$3.33M	Sell	13,770 -495	-3%	-$126K	3.25%	9
2020 Q2	$3.69M	Buy	14,265 +126	+0.9%	+$31.2K	3.76%	4
2020 Q1	$3.08M	Buy	14,139 +738	+6%	+$172K	3.19%	3
2019 Q4	$3.08M	Buy	13,401 +1,437	+12%	+$313K	2.57%	16
2019 Q3	$2.65M	Buy	11,964 +1,559	+15%	+$340K	2.39%	15
2019 Q2	$2.13M	Buy	+10,405	New	+$2.09M	2.27%	19

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Swaine & Leidel Wealth Services's AMT Position: Q1 2021 in Review

Swaine & Leidel Wealth Services increased its American Tower (AMT) stake by 25% in Q1 2021, buying an estimated $731K and bringing the position to 16,539 shares worth $3.95M. The position accounts for 2.55% of the portfolio, ranked #16.

Swaine & Leidel Wealth Services first reported a position in AMT in Q2 2019 and has held it in 8 quarters since. 1,608 funds tracked by Wall St. Rank hold AMT as of Q1 2021.

Swaine & Leidel Wealth Services held 16,539 shares of American Tower worth $3.95M as of Q1 2021.
Swaine & Leidel Wealth Services bought 3,281 American Tower shares in Q1 2021, an estimated $731K.
American Tower made up 2.55% of Swaine & Leidel Wealth Services's portfolio in Q1 2021, its #16 holding.
Swaine & Leidel Wealth Services first reported a position in American Tower in Q2 2019 and has held it in 8 quarters since.
1,608 funds tracked by Wall St. Rank held American Tower as of Q1 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2021, filed 13 May 2021.