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Douglass Winthrop Advisors’s Crown Castle CCI Stock Holding History

Douglass Winthrop 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
2023
Q1 		– Sell
-2,385
Closed -$324K – 242
2022
Q4 		$324K Sell
2,385
-15
-0.6% -$2.03K 0.01% 206
2022
Q3 		$347K Sell
2,400
-250
-9% -$42.8K 0.01% 192
2022
Q2 		$446K Buy
2,650
+750
+39% +$136K 0.01% 187
2022
Q1 		$351K Sell
1,900
-200
-10% -$35.6K 0.01% 220
2021
Q4 		$438K Hold
2,100
– – 0.01% 210
2021
Q3 		$364K Sell
2,100
-522
-20% -$101K 0.01% 221
2021
Q2 		$512K Buy
2,622
+342
+15% +$64K 0.01% 194
2021
Q1 		$392K Sell
2,280
-189
-8% -$30.3K 0.01% 212
2020
Q4 		$393K Hold
2,469
– – 0.01% 209
2020
Q3 		$411K Buy
2,469
+145
+6% +$23.9K 0.01% 196
2020
Q2 		$389K Sell
2,324
-203
-8% -$32.7K 0.01% 193
2020
Q1 		$365K Hold
2,527
– – 0.02% 181
2019
Q4 		$359K Hold
2,527
– – 0.01% 217
2019
Q3 		$351K Buy
2,527
+62
+3% +$8.57K 0.01% 209
2019
Q2 		$321K Hold
2,465
– – 0.01% 217
2019
Q1 		$316K Buy
2,465
+310
+14% +$36.4K 0.01% 202
2018
Q4 		$234K Hold
2,155
– – 0.01% 224
2018
Q3 		$240K Hold
2,155
– – 0.01% 230
2018
Q2 		$232K Hold
2,155
– – 0.01% 264
2018
Q1 		$236K Buy
2,155
+199
+10% +$21.6K 0.01% 250
2017
Q4 		$217K Buy
+1,956
New +$211K 0.01% 231

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Douglass Winthrop Advisors's CCI Position: Q1 2023 in Review

Douglass Winthrop Advisors sold out of Crown Castle (CCI) in Q1 2023, closing a stake of 2,385 shares — an estimated $324K sold.

Douglass Winthrop Advisors first reported a position in CCI in Q4 2017 and held it in 21 quarters. The position peaked at $512K in Q2 2021. 1,290 funds tracked by Wall St. Rank hold CCI as of Q1 2023.

  • Douglass Winthrop Advisors reported no remaining Crown Castle position as of Q1 2023 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 2,385 Crown Castle shares in Q1 2023, an estimated $324K.
  • Douglass Winthrop Advisors first reported a position in Crown Castle in Q4 2017 and held it in 21 quarters.
  • Douglass Winthrop Advisors's Crown Castle position peaked at $512K in Q2 2021.
  • 1,290 funds tracked by Wall St. Rank held Crown Castle as of Q1 2023.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2023, filed 15 May 2023.