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Diversified Portfolios Inc’s Crown Castle CCI Stock Holding History

Diversified Portfolios Inc’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
-2,200
Closed -$251K – 117
2023
Q2 		$251K Hold
2,200
– – 0.05% 112
2023
Q1 		$294K Hold
2,200
– – 0.07% 114
2022
Q4 		$298K Hold
2,200
– – 0.07% 115
2022
Q3 		$318K Hold
2,200
– – 0.09% 106
2022
Q2 		$370K Hold
2,200
– – 0.1% 95
2022
Q1 		$406K Hold
2,200
– – 0.1% 97
2021
Q4 		$459K Sell
2,200
-136
-6% -$25.1K 0.11% 90
2021
Q3 		$405K Hold
2,336
– – 0.11% 85
2021
Q2 		$456K Buy
+2,336
New +$437K 0.17% 66

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

Diversified Portfolios Inc's CCI Position: Q3 2023 in Review

Diversified Portfolios Inc sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 2,200 shares — an estimated $251K sold.

Diversified Portfolios Inc first reported a position in CCI in Q2 2021 and held it in 9 quarters. The position peaked at $459K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Diversified Portfolios Inc reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • Diversified Portfolios Inc sold 2,200 Crown Castle shares in Q3 2023, an estimated $251K.
  • Diversified Portfolios Inc first reported a position in Crown Castle in Q2 2021 and held it in 9 quarters.
  • Diversified Portfolios Inc's Crown Castle position peaked at $459K in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Diversified Portfolios Inc's 13F filing for Q3 2023, filed 2 Nov 2023.