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Edge Capital Group’s Crown Castle CCI Stock Holding History

Edge Capital Group’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
-2,165
Closed -$247K – 291
2023
Q2 		$247K Sell
2,165
-240
-10% -$28.6K 0.01% 277
2023
Q1 		$322K Sell
2,405
-1,357
-36% -$188K 0.02% 252
2022
Q4 		$510K Sell
3,762
-60,549
-94% -$8.19M 0.04% 189
2022
Q3 		$9.3M Buy
64,311
+298
+0.5% +$51K 0.76% 31
2022
Q2 		$10.8M Buy
64,013
+6,657
+12% +$1.21M 0.93% 26
2022
Q1 		$10.6M Sell
57,356
-57
-0.1% -$10.1K 0.73% 33
2021
Q4 		$12M Buy
57,413
+17,004
+42% +$3.14M 0.85% 26
2021
Q3 		$7M Sell
40,409
-587
-1% -$113K 0.56% 42
2021
Q2 		$8M Sell
40,996
-19,590
-32% -$3.67M 0.64% 34
2021
Q1 		$10.4M Sell
60,586
-464
-0.8% -$74.3K 0.87% 25
2020
Q4 		$9.72M Buy
61,050
+16,105
+36% +$2.61M 0.82% 27
2020
Q3 		$7.48M Sell
44,945
-14,554
-24% -$2.4M 0.75% 30
2020
Q2 		$9.96M Sell
59,499
-10,653
-15% -$1.72M 1.04% 17
2020
Q1 		$10.1M Sell
70,152
-1,363
-2% -$203K 1.21% 16
2019
Q4 		$10.2M Buy
71,515
+496
+0.7% +$67.7K 0.99% 23
2019
Q3 		$9.87M Sell
71,019
-9,269
-12% -$1.28M 1% 26
2019
Q2 		$10.5M Sell
80,288
-5,108
-6% -$657K 1.01% 19
2019
Q1 		$10.9M Buy
85,396
+2,240
+3% +$263K 1.08% 17
2018
Q4 		$9.03M Buy
+83,156
New +$9.14M 0.98% 19

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

Edge Capital Group's CCI Position: Q3 2023 in Review

Edge Capital Group sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 2,165 shares — an estimated $247K sold.

Edge Capital Group first reported a position in CCI in Q4 2018 and held it in 19 quarters. The position peaked at $12M in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Edge Capital Group reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • Edge Capital Group sold 2,165 Crown Castle shares in Q3 2023, an estimated $247K.
  • Edge Capital Group first reported a position in Crown Castle in Q4 2018 and held it in 19 quarters.
  • Edge Capital Group's Crown Castle position peaked at $12M in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Edge Capital Group's 13F filing for Q3 2023, filed 13 Nov 2023.