Beach Investment Counsel’s Crown Castle CCI Stock Holding History

Beach Investment Counsel’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	-1,675	Closed	-$224K	–	159
2023 Q1	$224K	Sell	1,675 -625	-27%	-$86.4K	0.03%	139
2022 Q4	$312K	Hold	2,300	–	–	0.04%	131
2022 Q3	$332K	Sell	2,300 -375	-14%	-$64.2K	0.05%	125
2022 Q2	$450K	Hold	2,675	–	–	0.06%	123
2022 Q1	$494K	Sell	2,675 -382	-12%	-$68K	0.05%	127
2021 Q4	$638K	Hold	3,057	–	–	0.08%	96
2021 Q3	$530K	Sell	3,057 -648	-17%	-$125K	0.05%	128
2021 Q2	$723K	Hold	3,705	–	–	0.06%	116
2021 Q1	$638K	Hold	3,705	–	–	0.06%	113
2020 Q4	$590K	Sell	3,705 -155	-4%	-$25.1K	0.06%	107
2020 Q3	$643K	Sell	3,860 -1,775	-31%	-$293K	0.08%	96
2020 Q2	$943K	Buy	+5,635	New	+$908K	0.13%	84

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

Beach Investment Counsel's CCI Position: Q2 2023 in Review

Beach Investment Counsel sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 1,675 shares — an estimated $224K sold.

Beach Investment Counsel first reported a position in CCI in Q2 2020 and held it in 12 quarters. The position peaked at $943K in Q2 2020. 1,235 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

Beach Investment Counsel reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
Beach Investment Counsel sold 1,675 Crown Castle shares in Q2 2023, an estimated $224K.
Beach Investment Counsel first reported a position in Crown Castle in Q2 2020 and held it in 12 quarters.
Beach Investment Counsel's Crown Castle position peaked at $943K in Q2 2020.
1,235 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Beach Investment Counsel's 13F filing for Q2 2023, filed 20 Jul 2023.