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United Asset Strategies’s American Tower AMT Stock Holding History

United Asset Strategies’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
2022
Q4 		– Sell
-38,815
Closed -$8.33M – 227
2022
Q3 		$8.33M Sell
38,815
-582
-1% -$150K 1.28% 26
2022
Q2 		$10.1M Sell
39,397
-643
-2% -$161K 1.47% 22
2022
Q1 		$10.1M Sell
40,040
-3,162
-7% -$772K 1.28% 28
2021
Q4 		$12.6M Buy
43,202
+278
+0.6% +$75.9K 1.5% 21
2021
Q3 		$11.4M Buy
42,924
+1,103
+3% +$314K 1.47% 23
2021
Q2 		$11.3M Buy
41,821
+3,844
+10% +$980K 1.51% 23
2021
Q1 		$9.08M Buy
+37,977
New +$8.46M 1.32% 30
2016
Q1 		– Sell
-33,532
Closed -$3.25M – 127
2015
Q4 		$3.25M Buy
33,532
+485
+1% +$47.3K 1.41% 24
2015
Q3 		$2.91M Buy
33,047
+5,940
+22% +$559K 1.34% 28
2015
Q2 		$2.53M Buy
27,107
+2,437
+10% +$231K 1.13% 32
2015
Q1 		$2.33M Sell
24,670
-5,824
-19% -$566K 1.08% 36
2014
Q4 		$3.01M Buy
30,494
+1,962
+7% +$193K 1.29% 29
2014
Q3 		$2.67M Buy
+28,532
New +$2.72M 1.2% 34
2014
Q1 		– Sell
-23,760
Closed -$1.9M – 103
2013
Q4 		$1.9M Buy
23,760
+5,662
+31% +$440K 1.3% 25
2013
Q3 		$1.34M Buy
18,098
+2,438
+16% +$176K 0.85% 42
2013
Q2 		$1.15M Buy
+15,660
New +$1.25M 0.76% 47

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

United Asset Strategies's AMT Position: Q4 2022 in Review

United Asset Strategies sold out of American Tower (AMT) in Q4 2022, closing a stake of 38,815 shares — an estimated $8.33M sold.

United Asset Strategies first reported a position in AMT in Q2 2013 and held it in 16 quarters. The position peaked at $12.6M in Q4 2021. 1,709 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • United Asset Strategies reported no remaining American Tower position as of Q4 2022 after selling out during the quarter.
  • United Asset Strategies sold 38,815 American Tower shares in Q4 2022, an estimated $8.33M.
  • United Asset Strategies first reported a position in American Tower in Q2 2013 and held it in 16 quarters.
  • United Asset Strategies's American Tower position peaked at $12.6M in Q4 2021.
  • 1,709 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on United Asset Strategies's 13F filing for Q4 2022, filed 26 Jan 2023.