ERIM
CCI icon

Eagle Ridge Investment Management’s Crown Castle CCI Stock Holding History

Eagle Ridge Investment Management’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
2020
Q1 		– Sell
-2,718
Closed -$386K – 133
2019
Q4 		$386K Hold
2,718
– – 0.05% 112
2019
Q3 		$378K Hold
2,718
– – 0.05% 109
2019
Q2 		$354K Buy
2,718
+542
+25% +$69.7K 0.05% 118
2019
Q1 		$279K Hold
2,176
– – 0.04% 134
2018
Q4 		$236K Buy
+2,176
New +$239K 0.04% 140

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Eagle Ridge Investment Management's CCI Position: Q1 2020 in Review

Eagle Ridge Investment Management sold out of Crown Castle (CCI) in Q1 2020, closing a stake of 2,718 shares — an estimated $386K sold.

Eagle Ridge Investment Management first reported a position in CCI in Q4 2018 and held it in 5 quarters. The position peaked at $386K in Q4 2019. 1,056 funds tracked by Wall St. Rank hold CCI as of Q1 2020.

  • Eagle Ridge Investment Management reported no remaining Crown Castle position as of Q1 2020 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 2,718 Crown Castle shares in Q1 2020, an estimated $386K.
  • Eagle Ridge Investment Management first reported a position in Crown Castle in Q4 2018 and held it in 5 quarters.
  • Eagle Ridge Investment Management's Crown Castle position peaked at $386K in Q4 2019.
  • 1,056 funds tracked by Wall St. Rank held Crown Castle as of Q1 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.