Allegheny Financial Group’s Crown Castle CCI Stock Holding History

Allegheny Financial Group’s Portfolio CCI Stock Details CCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,782	Closed	-$211K	–	234
2024 Q3	$211K	Buy	+1,782	New	+$196K	0.05%	229
2024 Q1	–	Sell	-1,978	Closed	-$228K	–	208
2023 Q4	$228K	Buy	+1,978	New	+$203K	0.07%	191
2023 Q2	–	Sell	-1,524	Closed	-$204K	–	153
2023 Q1	$204K	Hold	1,524	–	–	0.08%	157
2022 Q4	$207K	Hold	1,524	–	–	0.09%	158
2022 Q3	$220K	Hold	1,524	–	–	0.1%	137
2022 Q2	$257K	Sell	1,524 -56	-4%	-$10.2K	0.12%	125
2022 Q1	$292K	Hold	1,580	–	–	0.12%	117
2021 Q4	$330K	Buy	1,580 +1	+0.1%	+$185	0.13%	111
2021 Q3	$274K	Sell	1,579 -77	-5%	-$14.9K	0.13%	110
2021 Q2	$323K	Hold	1,656	–	–	0.15%	103
2021 Q1	$285K	Hold	1,656	–	–	0.21%	74
2020 Q4	$264K	Buy	+1,656	New	+$269K	0.14%	108

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Allegheny Financial Group's CCI Position: Q4 2024 in Review

Allegheny Financial Group sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 1,782 shares — an estimated $211K sold.

Allegheny Financial Group first reported a position in CCI in Q4 2020 and held it in 12 quarters. The position peaked at $330K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Allegheny Financial Group reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Allegheny Financial Group sold 1,782 Crown Castle shares in Q4 2024, an estimated $211K.
Allegheny Financial Group first reported a position in Crown Castle in Q4 2020 and held it in 12 quarters.
Allegheny Financial Group's Crown Castle position peaked at $330K in Q4 2021.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Allegheny Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.