VeraBank’s American Tower AMT Stock Holding History

VeraBank’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
2023 Q1	–	Sell	-1,052	Closed	-$223K	–	137
2022 Q4	$223K	Hold	1,052	–	–	0.11%	120
2022 Q3	$226K	Hold	1,052	–	–	0.14%	109
2022 Q2	$269K	Buy	1,052 +19	+2%	+$4.77K	0.16%	108
2022 Q1	$260K	Hold	1,033	–	–	0.13%	111
2021 Q4	$302K	Hold	1,033	–	–	0.15%	108
2021 Q3	$274K	Hold	1,033	–	–	0.16%	110
2021 Q2	$279K	Buy	1,033 +32	+3%	+$8.15K	0.17%	102
2021 Q1	$239K	Hold	1,001	–	–	0.16%	105
2020 Q4	$225K	Hold	1,001	–	–	0.16%	99
2020 Q3	$242K	Hold	1,001	–	–	0.19%	94
2020 Q2	$259K	Hold	1,001	–	–	0.21%	94
2020 Q1	$218K	Buy	+1,001	New	+$233K	0.21%	88

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

ACM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VeraBank's AMT Position: Q1 2023 in Review

VeraBank sold out of American Tower (AMT) in Q1 2023, closing a stake of 1,052 shares — an estimated $223K sold.

VeraBank first reported a position in AMT in Q1 2020 and held it in 12 quarters. The position peaked at $302K in Q4 2021. 1,702 funds tracked by Wall St. Rank hold AMT as of Q1 2023.

VeraBank reported no remaining American Tower position as of Q1 2023 after selling out during the quarter.
VeraBank sold 1,052 American Tower shares in Q1 2023, an estimated $223K.
VeraBank first reported a position in American Tower in Q1 2020 and held it in 12 quarters.
VeraBank's American Tower position peaked at $302K in Q4 2021.
1,702 funds tracked by Wall St. Rank held American Tower as of Q1 2023.

Based on VeraBank's 13F filing for Q1 2023, filed 20 Apr 2023.