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Winslow Evans & Crocker’s American Tower AMT Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$2.62M Buy
12,617
+1,035
+9% +$241K 0.5% 43
2020
Q3 		$2.8M Buy
11,582
+876
+8% +$222K 0.69% 30
2020
Q2 		$2.77M Buy
10,706
+40
+0.4% +$9.9K 0.74% 30
2020
Q1 		$2.32M Sell
10,666
-1,500
-12% -$349K 0.77% 29
2019
Q4 		$2.8M Sell
12,166
-70
-0.6% -$15.2K 0.71% 30
2019
Q3 		$2.71M Sell
12,236
-64
-0.5% -$14K 0.76% 25
2019
Q2 		$2.52M Buy
12,300
+452
+4% +$90.9K 0.7% 31
2019
Q1 		$2.34M Buy
11,848
+7,380
+165% +$1.29M 0.66% 32
2018
Q4 		$710K Sell
4,468
-54
-1% -$8.44K 0.24% 92
2018
Q3 		$658K Buy
4,522
+200
+5% +$29.3K 0.2% 117
2018
Q2 		$626K Sell
4,322
-84
-2% -$11.7K 0.2% 120
2018
Q1 		$640K Sell
4,406
-82
-2% -$11.6K 0.21% 112
2017
Q4 		$640K Sell
4,488
-2
-0% -$286 0.21% 114
2017
Q3 		$613K Sell
4,490
-2,088
-32% -$291K 0.2% 117
2017
Q2 		$869K Sell
6,578
-462
-7% -$59.2K 0.24% 95
2017
Q1 		$856K Sell
7,040
-1,786
-20% -$196K 0.27% 82
2016
Q4 		$933K Buy
8,826
+422
+5% +$45.8K 0.29% 79
2016
Q3 		$952K Buy
8,404
+26
+0.3% +$2.97K 0.27% 82
2016
Q2 		$952K Sell
8,378
-274
-3% -$29.2K 0.28% 85
2016
Q1 		$886K Buy
8,652
+148
+2% +$13.8K 0.27% 90
2015
Q4 		$824K Buy
8,504
+1,526
+22% +$149K 0.24% 97
2015
Q3 		$614K Sell
6,978
-50
-0.7% -$4.71K 0.19% 120
2015
Q2 		$655K Buy
7,028
+182
+3% +$17.2K 0.19% 133
2015
Q1 		$644K Sell
6,846
-266
-4% -$25.9K 0.18% 125
2014
Q4 		$703K Buy
7,112
+726
+11% +$71.3K 0.2% 112
2014
Q3 		$598K Hold
6,386
– – 0.17% 135
2014
Q2 		$575K Buy
6,386
+250
+4% +$21.6K 0.19% 136
2014
Q1 		$502K Hold
6,136
– – 0.17% 140
2013
Q4 		$489K Buy
+6,136
New +$476K 0.17% 149

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winslow Evans & Crocker's AMT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its American Tower (AMT) stake by 8.9% in Q4 2020, buying an estimated $241K and bringing the position to 12,617 shares worth $2.62M. The position accounts for 0.5% of the portfolio, ranked #43.

Winslow Evans & Crocker first reported a position in AMT in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.8M in Q3 2020. 1,585 funds tracked by Wall St. Rank hold AMT as of Q4 2020.

  • Winslow Evans & Crocker held 12,617 shares of American Tower worth $2.62M as of Q4 2020.
  • Winslow Evans & Crocker bought 1,035 American Tower shares in Q4 2020, an estimated $241K.
  • American Tower made up 0.5% of Winslow Evans & Crocker's portfolio in Q4 2020, its #43 holding.
  • Winslow Evans & Crocker first reported a position in American Tower in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's American Tower position peaked at $2.8M in Q3 2020.
  • 1,585 funds tracked by Wall St. Rank held American Tower as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.