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Disciplined Investments’s Crown Castle CCI Stock Holding History

Disciplined Investments’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 		– Sell
-88
Closed -$10K – 337
2023
Q2 		$10K Hold
88
– – 0.01% 324
2023
Q1 		$11.8K Buy
88
+10
+13% +$1.38K 0.01% 339
2022
Q4 		$10.6K Sell
78
-10
-11% -$1.35K 0.01% 320
2022
Q3 		$13K Hold
88
– – 0.01% 346
2022
Q2 		$15K Hold
88
– – 0.01% 350
2022
Q1 		$16K Hold
88
– – 0.01% 353
2021
Q4 		$18K Hold
88
– – 0.01% 317
2021
Q3 		$15K Hold
88
– – 0.01% 284
2021
Q2 		$17K Buy
88
+78
+780% +$14.6K 0.01% 276
2021
Q1 		$2K Buy
+10
New +$1.6K ﹤0.01% 327

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Disciplined Investments's CCI Position: Q3 2023 in Review

Disciplined Investments sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 88 shares — an estimated $10K sold.

Disciplined Investments first reported a position in CCI in Q1 2021 and held it in 10 quarters. The position peaked at $18K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Disciplined Investments reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 88 Crown Castle shares in Q3 2023, an estimated $10K.
  • Disciplined Investments first reported a position in Crown Castle in Q1 2021 and held it in 10 quarters.
  • Disciplined Investments's Crown Castle position peaked at $18K in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.