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Doliver Advisors’s Crown Castle CCI Stock Holding History

Doliver Advisors’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
Q3 		– Sell
-3,852
Closed -$376K – 155
2024
Q2 		$376K Sell
3,852
-4,738
-55% -$467K 0.11% 107
2024
Q1 		$909K Sell
8,590
-1,215
-12% -$132K 0.26% 65
2023
Q4 		$1.13M Sell
9,805
-200
-2% -$20.5K 0.35% 56
2023
Q3 		$921K Buy
10,005
+5,660
+130% +$586K 0.28% 62
2023
Q2 		$495K Buy
4,345
+2,246
+107% +$267K 0.15% 99
2023
Q1 		$281K Sell
2,099
-222
-10% -$30.7K 0.09% 134
2022
Q4 		$315K Buy
2,321
+646
+39% +$87.4K 0.1% 114
2022
Q3 		$242K Sell
1,675
-2,100
-56% -$359K 0.09% 127
2022
Q2 		$636K Buy
3,775
+542
+17% +$98.6K 0.23% 73
2022
Q1 		$597K Buy
3,233
+2,083
+181% +$371K 0.19% 84
2021
Q4 		$207K Buy
+1,150
New +$212K 0.06% 148
2021
Q3 		– Sell
-1,150
Closed -$224K – 173
2021
Q2 		$224K Sell
1,150
-590
-34% -$110K 0.07% 131
2021
Q1 		$300K Buy
1,740
+250
+17% +$40K 0.11% 104
2020
Q4 		$237K Buy
1,490
+167
+13% +$27.1K 0.1% 114
2020
Q3 		$220K Hold
1,323
– – 0.11% 129
2020
Q2 		$221K Sell
1,323
-127
-9% -$20.5K 0.1% 121
2020
Q1 		$238K Buy
+1,450
New +$216K 0.12% 99
2019
Q2 		– Sell
-2,001
Closed -$256K – 149
2019
Q1 		$256K Buy
+2,001
New +$235K 0.1% 78

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Doliver Advisors's CCI Position: Q3 2024 in Review

Doliver Advisors sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 3,852 shares — an estimated $376K sold.

Doliver Advisors first reported a position in CCI in Q1 2019 and held it in 18 quarters. The position peaked at $1.13M in Q4 2023. 1,156 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • Doliver Advisors reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
  • Doliver Advisors sold 3,852 Crown Castle shares in Q3 2024, an estimated $376K.
  • Doliver Advisors first reported a position in Crown Castle in Q1 2019 and held it in 18 quarters.
  • Doliver Advisors's Crown Castle position peaked at $1.13M in Q4 2023.
  • 1,156 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Doliver Advisors's 13F filing for Q3 2024, filed 2 Oct 2024.