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Allen Investment Management’s Crown Castle CCI Stock Holding History

Allen Investment Management’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
-1,770
Closed -$210K – 206
2024
Q3 		$210K Buy
+1,770
New +$195K ﹤0.01% 209
2024
Q1 		– Sell
-1,770
Closed -$204K – 211
2023
Q4 		$204K Buy
+1,770
New +$181K ﹤0.01% 211
2023
Q3 		– Sell
-1,770
Closed -$202K – 221
2023
Q2 		$202K Sell
1,770
-80
-4% -$9.52K ﹤0.01% 212
2023
Q1 		$248K Buy
1,850
+80
+5% +$11.1K ﹤0.01% 203
2022
Q4 		$240K Hold
1,770
– – ﹤0.01% 203
2022
Q3 		$256K Hold
1,770
– – ﹤0.01% 198
2022
Q2 		$298K Hold
1,770
– – ﹤0.01% 199
2022
Q1 		$327K Sell
1,770
-300
-14% -$53.4K ﹤0.01% 206
2021
Q4 		$432K Hold
2,070
– – 0.01% 191
2021
Q3 		$359K Sell
2,070
-57
-3% -$11K ﹤0.01% 166
2021
Q2 		$415K Buy
2,127
+300
+16% +$56.2K 0.01% 148
2021
Q1 		$314K Sell
1,827
-235
-11% -$37.6K ﹤0.01% 165
2020
Q4 		$328K Sell
2,062
-64
-3% -$10.4K 0.01% 158
2020
Q3 		$354K Buy
2,126
+299
+16% +$49.3K 0.01% 143
2020
Q2 		$306K Buy
1,827
+270
+17% +$43.5K 0.01% 149
2020
Q1 		$225K Buy
1,557
+57
+4% +$8.5K 0.01% 163
2019
Q4 		$213K Hold
1,500
– – 0.01% 172
2019
Q3 		$209K Buy
+1,500
New +$207K 0.01% 190
2017
Q4 		– Sell
-2,166
Closed -$217K – 177
2017
Q3 		$217K Buy
+2,166
New +$222K 0.01% 203

Other funds holding CCI

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Allen Investment Management's CCI Position: Q4 2024 in Review

Allen Investment Management sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 1,770 shares — an estimated $210K sold.

Allen Investment Management first reported a position in CCI in Q3 2017 and held it in 19 quarters. The position peaked at $432K in Q4 2021. 1,125 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Allen Investment Management reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • Allen Investment Management sold 1,770 Crown Castle shares in Q4 2024, an estimated $210K.
  • Allen Investment Management first reported a position in Crown Castle in Q3 2017 and held it in 19 quarters.
  • Allen Investment Management's Crown Castle position peaked at $432K in Q4 2021.
  • 1,125 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Allen Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.