Umpqua Bank’s American Tower AMT Stock Holding History

Umpqua Bank’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
2024 Q4	–	Sell	-894	Closed	-$208K	–	154
2024 Q3	$208K	Buy	+894	New	+$198K	0.08%	150
2024 Q2	–	Sell	-1,201	Closed	-$237K	–	150
2024 Q1	$237K	Buy	+1,201	New	+$239K	0.1%	133

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Umpqua Bank's AMT Position: Q4 2024 in Review

Umpqua Bank sold out of American Tower (AMT) in Q4 2024, closing a stake of 894 shares — an estimated $208K sold.

Umpqua Bank first reported a position in AMT in Q1 2024 and held it in 2 quarters. The position peaked at $237K in Q1 2024. 1,797 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

Umpqua Bank reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
Umpqua Bank sold 894 American Tower shares in Q4 2024, an estimated $208K.
Umpqua Bank first reported a position in American Tower in Q1 2024 and held it in 2 quarters.
Umpqua Bank's American Tower position peaked at $237K in Q1 2024.
1,797 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Umpqua Bank's 13F filing for Q4 2024, filed 11 Feb 2025.