Carmichael Hill & Associates’s Crown Castle CCI Stock Holding History

Carmichael Hill & 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
2024 Q3	–	Sell	-465	Closed	-$45.4K	–	781
2024 Q2	$45.4K	Buy	465 +7	+2%	+$689	0.02%	356
2024 Q1	$48.4K	Buy	458 +13	+3%	+$1.41K	0.02%	353
2023 Q4	$51.3K	Buy	445 +7	+2%	+$717	0.02%	340
2023 Q3	$40.3K	Buy	438 +6	+1%	+$622	0.02%	363
2023 Q2	$49.2K	Buy	432 +154	+55%	+$18.3K	0.02%	334
2023 Q1	$37.3K	Buy	278 +3	+1%	+$415	0.02%	370
2022 Q4	$37.3K	Buy	275 +2	+0.7%	+$270	0.02%	386
2022 Q3	$39K	Buy	273 +3	+1%	+$513	0.02%	373
2022 Q2	$46K	Buy	270 +2	+0.7%	+$364	0.02%	342
2022 Q1	$49K	Buy	268 +2	+0.8%	+$356	0.02%	367
2021 Q4	$56K	Buy	266 +2	+0.8%	+$369	0.03%	344
2021 Q3	$46K	Buy	264 +2	+0.8%	+$387	0.02%	357
2021 Q2	$51K	Buy	262 +2	+0.8%	+$374	0.03%	343
2021 Q1	$45K	Buy	260 +2	+0.8%	+$320	0.02%	353
2020 Q4	$41K	Buy	258 +2	+0.8%	+$324	0.02%	348
2020 Q3	$43K	Buy	256 +101	+65%	+$16.7K	0.03%	312
2020 Q2	$26K	Buy	155 +1	+0.6%	+$161	0.02%	375
2020 Q1	$22K	Buy	154 +1	+0.7%	+$149	0.02%	361
2019 Q4	$22K	Buy	+153	New	+$20.9K	0.02%	385

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carmichael Hill & Associates's CCI Position: Q3 2024 in Review

Carmichael Hill & Associates sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 465 shares — an estimated $45.4K sold.

Carmichael Hill & Associates first reported a position in CCI in Q4 2019 and held it in 19 quarters. The position peaked at $56K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

Carmichael Hill & Associates reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 465 Crown Castle shares in Q3 2024, an estimated $45.4K.
Carmichael Hill & Associates first reported a position in Crown Castle in Q4 2019 and held it in 19 quarters.
Carmichael Hill & Associates's Crown Castle position peaked at $56K in Q4 2021.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.