Altshuler Shaham’s Crown Castle CCI Stock Holding History

Altshuler Shaham’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
2020 Q2	–	Sell	-400	Closed	-$58K	–	377
2020 Q1	$58K	Sell	400 -350	-47%	-$52.2K	﹤0.01%	184
2019 Q4	$107K	Buy	+750	New	+$102K	﹤0.01%	176
2019 Q3	–	Sell	-750	Closed	-$349K	–	433
2019 Q2	$349K	Hold	750	–	–	0.01%	108
2019 Q1	$26K	Buy	+750	New	+$88K	﹤0.01%	169
2018 Q4	–	Sell	-650	Closed	-$20K	–	261
2018 Q3	$20K	Hold	650	–	–	﹤0.01%	173
2018 Q2	$19K	Hold	650	–	–	﹤0.01%	139
2018 Q1	$20K	Buy	650 +300	+86%	+$32.6K	﹤0.01%	132
2017 Q4	$11K	Buy	+350	New	+$37.8K	﹤0.01%	150

Other funds holding CCI

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Altshuler Shaham's CCI Position: Q2 2020 in Review

Altshuler Shaham sold out of Crown Castle (CCI) in Q2 2020, closing a stake of 400 shares — an estimated $58K sold.

Altshuler Shaham first reported a position in CCI in Q4 2017 and held it in 8 quarters. The position peaked at $349K in Q2 2019. 1,130 funds tracked by Wall St. Rank hold CCI as of Q2 2020.

Altshuler Shaham reported no remaining Crown Castle position as of Q2 2020 after selling out during the quarter.
Altshuler Shaham sold 400 Crown Castle shares in Q2 2020, an estimated $58K.
Altshuler Shaham first reported a position in Crown Castle in Q4 2017 and held it in 8 quarters.
Altshuler Shaham's Crown Castle position peaked at $349K in Q2 2019.
1,130 funds tracked by Wall St. Rank held Crown Castle as of Q2 2020.

Based on Altshuler Shaham's 13F filing for Q2 2020, filed 13 Aug 2020.