Baldwin Investment Management’s Crown Castle CCI Stock Holding History

Baldwin 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 Q2	–	Sell	-3,790	Closed	-$507K	–	198
2023 Q1	$507K	Sell	3,790 -1,578	-29%	-$218K	0.09%	136
2022 Q4	$728K	Sell	5,368 -2,275	-30%	-$308K	0.13%	108
2022 Q3	$1.1K	Sell	7,643 -16	-0.2%	-$2.74K	0.22%	71
2022 Q2	$1.29K	Buy	7,659 +241	+3%	+$43.8K	0.25%	74
2022 Q1	$1.37K	Buy	7,418 +328	+5%	+$58.4K	0.21%	83
2021 Q4	$1.48K	Hold	7,090	–	–	0.23%	78
2021 Q3	$1.23M	Sell	7,090 -150	-2%	-$29K	0.21%	79
2021 Q2	$1.41M	Sell	7,240 -600	-8%	-$112K	0.24%	72
2021 Q1	$1.35M	Sell	7,840 -790	-9%	-$127K	0.25%	72
2020 Q4	$1.37M	Buy	8,630 +2,300	+36%	+$373K	0.27%	68
2020 Q3	$1.05M	Buy	+6,330	New	+$1.04M	0.25%	73

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baldwin Investment Management's CCI Position: Q2 2023 in Review

Baldwin Investment Management sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 3,790 shares — an estimated $507K sold.

Baldwin Investment Management first reported a position in CCI in Q3 2020 and held it in 11 quarters. The position peaked at $1.41M in Q2 2021. 1,235 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

Baldwin Investment Management reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
Baldwin Investment Management sold 3,790 Crown Castle shares in Q2 2023, an estimated $507K.
Baldwin Investment Management first reported a position in Crown Castle in Q3 2020 and held it in 11 quarters.
Baldwin Investment Management's Crown Castle position peaked at $1.41M in Q2 2021.
1,235 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Baldwin Investment Management's 13F filing for Q2 2023, filed 1 Aug 2023.