Tuttle Capital Management’s American Tower AMT Stock Holding History

Tuttle Capital 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
2021 Q3	–	Sell	-3,942	Closed	-$1.06M	–	127
2021 Q2	$1.06M	Buy	3,942 +481	+14%	+$123K	0.47%	72
2021 Q1	$827K	Buy	3,461 +2,140	+162%	+$477K	0.33%	75
2020 Q4	$297K	Buy	+1,321	New	+$307K	0.23%	130
2020 Q3	–	Sell	-2,321	Closed	-$600K	–	132
2020 Q2	$600K	Sell	2,321 -6,850	-75%	-$1.69M	0.43%	61
2020 Q1	$2M	Buy	9,171 +5,091	+125%	+$1.18M	1.07%	19
2019 Q4	$938K	Sell	4,080 -11,162	-73%	-$2.43M	0.36%	62
2019 Q3	$3.51M	Buy	15,242 +2,496	+20%	+$545K	0.93%	18
2019 Q2	$2.61M	Buy	12,746 +7,975	+167%	+$1.6M	1.02%	29
2019 Q1	$940K	Buy	+4,771	New	+$837K	0.19%	119
2018 Q4	–	Sell	-53,188	Closed	-$7.73M	–	83
2018 Q3	$7.73M	Buy	53,188 +38,330	+258%	+$5.62M	1.47%	14
2018 Q2	$2.14M	Buy	14,858 +2,547	+21%	+$354K	1.45%	13
2018 Q1	$1.79M	Buy	+12,311	New	+$1.73M	1.44%	7
2017 Q3	–	Sell	-6,228	Closed	-$824K	–	59
2017 Q2	$824K	Buy	+6,228	New	+$798K	0.64%	29

Other funds holding AMT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return