Braun Stacey Associates’s Crown Castle CCI Stock Holding History

Braun Stacey Associates’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 Q3	–	Sell	-4,995	Closed	-$569K	–	120
2023 Q2	$569K	Sell	4,995 -7,967	-61%	-$948K	0.03%	109
2023 Q1	$1.73M	Buy	12,962 +5,683	+78%	+$786K	0.05%	114
2022 Q4	$987K	Sell	7,279 -1,980	-21%	-$268K	0.06%	108
2022 Q3	$1.34M	Buy	+9,259	New	+$1.58M	0.08%	105
2014 Q2	–	Sell	-5,270	Closed	-$389K	–	162
2014 Q1	$389K	Sell	5,270 -970	-16%	-$71.1K	0.02%	122
2013 Q4	$458K	Sell	6,240 -1,100	-15%	-$81.4K	0.03%	119
2013 Q3	$536K	Sell	7,340 -5,110	-41%	-$366K	0.03%	121
2013 Q2	$901K	Buy	+12,450	New	+$914K	0.06%	118

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Braun Stacey Associates's CCI Position: Q3 2023 in Review

Braun Stacey Associates sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 4,995 shares — an estimated $569K sold.

Braun Stacey Associates first reported a position in CCI in Q2 2013 and held it in 8 quarters. The position peaked at $1.73M in Q1 2023. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

Braun Stacey Associates reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
Braun Stacey Associates sold 4,995 Crown Castle shares in Q3 2023, an estimated $569K.
Braun Stacey Associates first reported a position in Crown Castle in Q2 2013 and held it in 8 quarters.
Braun Stacey Associates's Crown Castle position peaked at $1.73M in Q1 2023.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Braun Stacey Associates's 13F filing for Q3 2023, filed 21 Nov 2023.