UBS O'Connor’s American Tower AMT Stock Holding History

UBS O'Connor’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
2016 Q4	–	Sell	-210,400	Closed	-$231K	–	398
2016 Q3	$231K	Buy	+210,400	New	+$24.1M	﹤0.01%	387

Other funds holding AMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS O'Connor's AMT Position: Q4 2024 in Review

UBS O'Connor sold out of American Tower (AMT) in Q4 2024, closing a stake of 13,219 shares — an estimated $3.07M sold.

UBS O'Connor first reported a position in AMT in Q2 2013 and held it in 29 quarters. The position peaked at $26M in Q3 2013. 1,794 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

UBS O'Connor reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
UBS O'Connor sold 13,219 American Tower shares in Q4 2024, an estimated $3.07M.
UBS O'Connor first reported a position in American Tower in Q2 2013 and held it in 29 quarters.
UBS O'Connor's American Tower position peaked at $26M in Q3 2013.
1,794 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.