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Brainard Capital Management’s Crown Castle CCI Stock Holding History

Brainard Capital 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
Q1 		$255K Sell
1,908
-205
-10% -$28.3K 0.2% 64
2022
Q4 		$287K Buy
+2,113
New +$286K 0.24% 60

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Brainard Capital Management's CCI Position: Q1 2023 in Review

Brainard Capital Management reduced its Crown Castle (CCI) stake by 9.7% in Q1 2023, selling an estimated $28.3K and leaving 1,908 shares worth $255K. The position accounts for 0.2% of the portfolio, ranked #64.

Brainard Capital Management first reported a position in CCI in Q4 2022 and has held it in 2 quarters since. The position peaked at $287K in Q4 2022. 1,290 funds tracked by Wall St. Rank hold CCI as of Q1 2023.

  • Brainard Capital Management held 1,908 shares of Crown Castle worth $255K as of Q1 2023.
  • Brainard Capital Management sold 205 Crown Castle shares in Q1 2023, an estimated $28.3K.
  • Crown Castle made up 0.2% of Brainard Capital Management's portfolio in Q1 2023, its #64 holding.
  • Brainard Capital Management first reported a position in Crown Castle in Q4 2022 and has held it in 2 quarters since.
  • Brainard Capital Management's Crown Castle position peaked at $287K in Q4 2022.
  • 1,290 funds tracked by Wall St. Rank held Crown Castle as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.