Daniel L. Goodwin’s Crown Castle CCI Stock Holding History

Daniel L. Goodwin’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	$230K	Hold	2,500	–	–	0.11%	82
2023 Q2	$285K	Hold	2,500	–	–	0.14%	60
2023 Q1	$335K	Hold	2,500	–	–	0.17%	59
2022 Q4	$339K	Hold	2,500	–	–	0.17%	59
2022 Q3	$361K	Hold	2,500	–	–	0.21%	56
2022 Q2	$421K	Hold	2,500	–	–	0.23%	55
2022 Q1	$461K	Hold	2,500	–	–	0.2%	54
2021 Q4	$522K	Hold	2,500	–	–	0.23%	53
2021 Q3	$434K	Hold	2,500	–	–	0.2%	62
2021 Q2	$489K	Hold	2,500	–	–	0.23%	65
2021 Q1	$430K	Hold	2,500	–	–	0.22%	68
2020 Q4	$399K	Hold	2,500	–	–	0.23%	62
2020 Q3	$416K	Hold	2,500	–	–	0.29%	62
2020 Q2	$418K	Hold	2,500	–	–	0.26%	62
2020 Q1	$360K	Buy	2,500 +1,000	+67%	+$149K	0.29%	57
2019 Q4	$213K	Hold	1,500	–	–	0.09%	77
2019 Q3	$209K	Buy	+1,500	New	+$207K	0.09%	87
2018 Q1	–	Sell	-2,870	Closed	-$319K	–	92
2017 Q4	$319K	Hold	2,870	–	–	0.14%	68
2017 Q3	$287K	Hold	2,870	–	–	0.13%	70
2017 Q2	$287K	Hold	2,870	–	–	0.13%	72
2017 Q1	$271K	Buy	+2,870	New	+$257K	0.11%	70

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Daniel L. Goodwin's CCI Position: Q3 2023 in Review

Daniel L. Goodwin held its Crown Castle (CCI) position steady in Q3 2023 at 2,500 shares worth $230K. The position accounts for 0.11% of the portfolio, ranked #82.

Daniel L. Goodwin first reported a position in CCI in Q1 2017 and has held it in 21 quarters since. The position peaked at $522K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

Daniel L. Goodwin held 2,500 shares of Crown Castle worth $230K as of Q3 2023.
Daniel L. Goodwin left its Crown Castle share count unchanged in Q3 2023.
Crown Castle made up 0.11% of Daniel L. Goodwin's portfolio in Q3 2023, its #82 holding.
Daniel L. Goodwin first reported a position in Crown Castle in Q1 2017 and has held it in 21 quarters since.
Daniel L. Goodwin's Crown Castle position peaked at $522K in Q4 2021.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.