Arcadia Investment Management’s Crown Castle CCI Stock Holding History

Arcadia 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
2023 Q3	–	Sell	-250	Closed	-$28.5K	–	327
2023 Q2	$28.5K	Hold	250	–	–	0.01%	252
2023 Q1	$33.5K	Hold	250	–	–	0.01%	254
2022 Q4	$33.9K	Hold	250	–	–	0.01%	244
2022 Q3	$36K	Hold	250	–	–	0.01%	203
2022 Q2	$42K	Hold	250	–	–	0.01%	207
2022 Q1	$46K	Hold	250	–	–	0.01%	210
2021 Q4	$52K	Hold	250	–	–	0.01%	203
2021 Q3	$43K	Hold	250	–	–	0.01%	207
2021 Q2	$49K	Hold	250	–	–	0.01%	201
2021 Q1	$43K	Hold	250	–	–	0.01%	205
2020 Q4	$40K	Hold	250	–	–	0.01%	199
2020 Q3	$42K	Hold	250	–	–	0.01%	202
2020 Q2	$42K	Hold	250	–	–	0.01%	184
2020 Q1	$36K	Hold	250	–	–	0.01%	204
2019 Q4	$36K	Hold	250	–	–	0.01%	218
2019 Q3	$35K	Buy	+250	New	+$34.6K	0.01%	220
2019 Q2	–	Hold	0	–	–	–	231
2017 Q3	–	Hold	0	–	–	–	359
2017 Q2	–	Hold	0	–	–	–	348
2017 Q1	–	Hold	0	–	–	–	404
2016 Q4	–	Hold	0	–	–	–	301
2016 Q3	–	Hold	0	–	–	–	314
2016 Q2	–	Hold	0	–	–	–	434
2016 Q1	–	Hold	0	–	–	–	282

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Arcadia Investment Management's CCI Position: Q3 2023 in Review

Arcadia Investment Management sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 250 shares — an estimated $28.5K sold.

Arcadia Investment Management first reported a position in CCI in Q3 2019 and held it in 16 quarters. The position peaked at $52K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

Arcadia Investment Management reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
Arcadia Investment Management sold 250 Crown Castle shares in Q3 2023, an estimated $28.5K.
Arcadia Investment Management first reported a position in Crown Castle in Q3 2019 and held it in 16 quarters.
Arcadia Investment Management's Crown Castle position peaked at $52K in Q4 2021.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Arcadia Investment Management's 13F filing for Q3 2023, filed 23 Oct 2023.