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Crescent Grove Advisors’s Crown Castle CCI Stock Holding History

Crescent Grove Advisors’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
2021
Q3 		– Sell
-1,212
Closed -$236K – 272
2021
Q2 		$236K Buy
1,212
+48
+4% +$8.99K 0.02% 230
2021
Q1 		$200K Buy
+1,164
New +$186K 0.02% 201

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crescent Grove Advisors's CCI Position: Q3 2021 in Review

Crescent Grove Advisors sold out of Crown Castle (CCI) in Q3 2021, closing a stake of 1,212 shares — an estimated $236K sold.

Crescent Grove Advisors first reported a position in CCI in Q1 2021 and held it in 2 quarters. The position peaked at $236K in Q2 2021. 1,277 funds tracked by Wall St. Rank hold CCI as of Q3 2021.

  • Crescent Grove Advisors reported no remaining Crown Castle position as of Q3 2021 after selling out during the quarter.
  • Crescent Grove Advisors sold 1,212 Crown Castle shares in Q3 2021, an estimated $236K.
  • Crescent Grove Advisors first reported a position in Crown Castle in Q1 2021 and held it in 2 quarters.
  • Crescent Grove Advisors's Crown Castle position peaked at $236K in Q2 2021.
  • 1,277 funds tracked by Wall St. Rank held Crown Castle as of Q3 2021.

Based on Crescent Grove Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.