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Barton Investment Management’s Crown Castle CCI Stock Holding History

Barton 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
2022
Q1 		– Sell
-1,000
Closed -$209K – 42
2021
Q4 		$209K Buy
+1,000
New +$185K 0.02% 43
2020
Q4 		– Sell
-1,600
Closed -$266K – 41
2020
Q3 		$266K Buy
1,600
+400
+33% +$66K 0.03% 40
2020
Q2 		$201K Buy
+1,200
New +$193K 0.02% 40
2016
Q1 		– Sell
-1,200
Closed -$104K – 59
2015
Q4 		$104K Buy
+1,200
New +$102K 0.03% 57

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barton Investment Management's CCI Position: Q1 2022 in Review

Barton Investment Management sold out of Crown Castle (CCI) in Q1 2022, closing a stake of 1,000 shares — an estimated $209K sold.

Barton Investment Management first reported a position in CCI in Q4 2015 and held it in 4 quarters. The position peaked at $266K in Q3 2020. 1,344 funds tracked by Wall St. Rank hold CCI as of Q1 2022.

  • Barton Investment Management reported no remaining Crown Castle position as of Q1 2022 after selling out during the quarter.
  • Barton Investment Management sold 1,000 Crown Castle shares in Q1 2022, an estimated $209K.
  • Barton Investment Management first reported a position in Crown Castle in Q4 2015 and held it in 4 quarters.
  • Barton Investment Management's Crown Castle position peaked at $266K in Q3 2020.
  • 1,344 funds tracked by Wall St. Rank held Crown Castle as of Q1 2022.

Based on Barton Investment Management's 13F filing for Q1 2022, filed 20 Apr 2022.