Beaumont Asset Management’s Crown Castle CCI Stock Holding History

Beaumont Asset 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 Q4	–	Sell	-3,162	Closed	-$375K	–	64
2024 Q3	$375K	Buy	3,162 +34	+1%	+$3.75K	0.22%	54
2024 Q2	$306K	Buy	3,128 +76	+2%	+$7.49K	0.2%	58
2024 Q1	$323K	Buy	+3,052	New	+$332K	0.21%	57

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Beaumont Asset Management's CCI Position: Q4 2024 in Review

Beaumont Asset Management sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 3,162 shares — an estimated $375K sold.

Beaumont Asset Management first reported a position in CCI in Q1 2024 and held it in 3 quarters. The position peaked at $375K in Q3 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Beaumont Asset Management reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Beaumont Asset Management sold 3,162 Crown Castle shares in Q4 2024, an estimated $375K.
Beaumont Asset Management first reported a position in Crown Castle in Q1 2024 and held it in 3 quarters.
Beaumont Asset Management's Crown Castle position peaked at $375K in Q3 2024.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Beaumont Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.