Clifford Swan Investment Counsel’s Crown Castle CCI Stock Holding History

Clifford Swan 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	-1,826	Closed	-$244K	–	300
2023 Q1	$244K	Sell	1,826 -65	-3%	-$8.99K	0.01%	276
2022 Q4	$256K	Sell	1,891 -33	-2%	-$4.46K	0.01%	271
2022 Q3	$278K	Hold	1,924	–	–	0.01%	267
2022 Q2	$324K	Buy	1,924 +52	+3%	+$9.46K	0.01%	261
2022 Q1	$346K	Hold	1,872	–	–	0.01%	267
2021 Q4	$391K	Hold	1,872	–	–	0.01%	260
2021 Q3	$340K	Sell	1,872 -6	-0.3%	-$1.16K	0.01%	270
2021 Q2	$366K	Buy	1,878 +6	+0.3%	+$1.12K	0.01%	254
2021 Q1	$322K	Buy	1,872 +40	+2%	+$6.41K	0.01%	264
2020 Q4	$292K	Buy	1,832 +32	+2%	+$5.19K	0.01%	275
2020 Q3	$300K	Buy	1,800 +517	+40%	+$85.3K	0.01%	262
2020 Q2	$215K	Buy	+1,283	New	+$207K	0.01%	287

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 $3.37T AUM 44.26% 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

Clifford Swan Investment Counsel's CCI Position: Q2 2023 in Review

Clifford Swan Investment Counsel sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 1,826 shares — an estimated $244K sold.

Clifford Swan Investment Counsel first reported a position in CCI in Q2 2020 and held it in 12 quarters. The position peaked at $391K in Q4 2021. 1,237 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

Clifford Swan Investment Counsel reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
Clifford Swan Investment Counsel sold 1,826 Crown Castle shares in Q2 2023, an estimated $244K.
Clifford Swan Investment Counsel first reported a position in Crown Castle in Q2 2020 and held it in 12 quarters.
Clifford Swan Investment Counsel's Crown Castle position peaked at $391K in Q4 2021.
1,237 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2023, filed 4 Aug 2023.