Demars Financial Group’s Crown Castle CCI Stock Holding History

Demars Financial Group’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 Q4	–	Sell	-2,530	Closed	-$300K	–	72
2024 Q3	$300K	Sell	2,530 -100	-4%	-$11K	0.14%	59
2024 Q2	$257K	Sell	2,630 -2,386	-48%	-$235K	0.12%	61
2024 Q1	$531K	Buy	5,016 +952	+23%	+$104K	0.26%	41
2023 Q4	$468K	Sell	4,064 -179	-4%	-$18.3K	0.25%	45
2023 Q3	$390K	Buy	+4,243	New	+$440K	0.22%	59
2023 Q1	–	Sell	-3,258	Closed	-$442K	–	74
2022 Q4	$442K	Buy	3,258 +467	+17%	+$63.2K	0.24%	51
2022 Q3	$403K	Buy	2,791 +353	+14%	+$60.4K	0.24%	52
2022 Q2	$411K	Buy	2,438 +336	+16%	+$61.1K	0.23%	59
2022 Q1	$388K	Buy	2,102 +1,065	+103%	+$190K	0.2%	60
2021 Q4	$216K	Buy	+1,037	New	+$191K	0.11%	86

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Demars Financial Group's CCI Position: Q4 2024 in Review

Demars Financial Group sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,530 shares — an estimated $300K sold.

Demars Financial Group first reported a position in CCI in Q4 2021 and held it in 10 quarters. The position peaked at $531K in Q1 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Demars Financial Group reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Demars Financial Group sold 2,530 Crown Castle shares in Q4 2024, an estimated $300K.
Demars Financial Group first reported a position in Crown Castle in Q4 2021 and held it in 10 quarters.
Demars Financial Group's Crown Castle position peaked at $531K in Q1 2024.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Demars Financial Group's 13F filing for Q4 2024, filed 13 Feb 2025.