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Aquila Investment Management’s Crown Castle CCI Stock Holding History

Aquila 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
Q3 		$2.37M Hold
20,000
– – 2.64% 14
2024
Q2 		$1.95M Hold
20,000
– – 1.83% 24
2024
Q1 		$2.12M Hold
20,000
– – 1.81% 20
2023
Q4 		$2.3M Buy
20,000
+2,000
+11% +$205K 1.99% 11
2023
Q3 		$1.66M Sell
18,000
-7,000
-28% -$725K 1.53% 25
2023
Q2 		$2.85M Buy
25,000
+6,000
+32% +$714K 2.33% 3
2023
Q1 		$2.54M Buy
19,000
+4,000
+27% +$553K 2.1% 9
2022
Q4 		$2.03M Buy
+15,000
New +$2.03M 1.58% 17

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aquila Investment Management's CCI Position: Q3 2024 in Review

Aquila Investment Management held its Crown Castle (CCI) position steady in Q3 2024 at 20,000 shares worth $2.37M. The position accounts for 2.64% of the portfolio, ranked #14.

Aquila Investment Management first reported a position in CCI in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.85M in Q2 2023. 1,158 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • Aquila Investment Management held 20,000 shares of Crown Castle worth $2.37M as of Q3 2024.
  • Aquila Investment Management left its Crown Castle share count unchanged in Q3 2024.
  • Crown Castle made up 2.64% of Aquila Investment Management's portfolio in Q3 2024, its #14 holding.
  • Aquila Investment Management first reported a position in Crown Castle in Q4 2022 and has held it in 8 quarters since.
  • Aquila Investment Management's Crown Castle position peaked at $2.85M in Q2 2023.
  • 1,158 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.