SEC 13F Intelligence

Ota Financial Group L.P. / AMT

Ota Financial Group L.P.’s American Tower Corp Position

Does Ota Financial Group L.P. own American Tower Corp (AMT)? Not currently — the last reported position was 42.0K shares worth $2M in Q3 2020; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$2M
Q3 2020
Shares
42.0K
% of Portfolio
+1.53%
Quarters Held
2
position exited

Position History AMT

Reported value by quarter
Q2 ’20: $774,000Q2 ’20Q3 ’20: $2MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202042.0K$2M+1.53%
Q2 202021.3K$774,000+0.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of AMT.