CRC
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Curi RMB Capital’s Crown Castle CCI Stock Holding History

Curi RMB Capital’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
Q4 		– Sell
-2,369
Closed -$218K – 510
2023
Q3 		$218K Buy
2,369
+5
+0.2% +$518 0.01% 474
2023
Q2 		$269K Sell
2,364
-3
-0.1% -$357 0.01% 452
2023
Q1 		$317K Sell
2,367
-1,040
-31% -$144K 0.01% 419
2022
Q4 		$462K Sell
3,407
-133
-4% -$18K 0.02% 373
2022
Q3 		$512K Buy
3,540
+62
+2% +$10.6K 0.02% 351
2022
Q2 		$586K Buy
3,478
+56
+2% +$10.2K 0.02% 333
2022
Q1 		$632K Sell
3,422
-75
-2% -$13.3K 0.02% 313
2021
Q4 		$730K Hold
3,497
– – 0.02% 319
2021
Q3 		$606K Buy
3,497
+19
+0.5% +$3.67K 0.02% 330
2021
Q2 		$679K Hold
3,478
– – 0.02% 323
2021
Q1 		$599K Sell
3,478
-595
-15% -$95.3K 0.02% 330
2020
Q4 		$649K Sell
4,073
-375
-8% -$60.8K 0.02% 385
2020
Q3 		$741K Buy
4,448
+401
+10% +$66.2K 0.03% 353
2020
Q2 		$677K Buy
+4,047
New +$652K 0.03% 357
2018
Q2 		– Sell
-2,681
Closed -$294K – 908
2018
Q1 		$294K Sell
2,681
-125
-4% -$13.6K 0.01% 733
2017
Q4 		$311K Sell
2,806
-29,095
-91% -$3.14M 0.01% 709
2017
Q3 		$3.19M Hold
31,901
– – 0.1% 303
2017
Q2 		$3.2M Buy
+31,901
New +$3.13M 0.11% 298

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return