Forte Capital’s Crown Castle CCI Stock Holding History

Forte Capital’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
2022 Q4	–	Sell	-10,850	Closed	-$1.57M	–	202
2022 Q3	$1.57M	Buy	10,850 +87	+0.8%	+$14.9K	0.28%	71
2022 Q2	$1.81M	Buy	+10,763	New	+$1.96M	0.32%	69

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forte Capital's CCI Position: Q4 2022 in Review

Forte Capital sold out of Crown Castle (CCI) in Q4 2022, closing a stake of 10,850 shares — an estimated $1.57M sold.

Forte Capital first reported a position in CCI in Q2 2022 and held it in 2 quarters. The position peaked at $1.81M in Q2 2022. 1,326 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

Forte Capital reported no remaining Crown Castle position as of Q4 2022 after selling out during the quarter.
Forte Capital sold 10,850 Crown Castle shares in Q4 2022, an estimated $1.57M.
Forte Capital first reported a position in Crown Castle in Q2 2022 and held it in 2 quarters.
Forte Capital's Crown Castle position peaked at $1.81M in Q2 2022.
1,326 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on Forte Capital's 13F filing for Q4 2022, filed 13 Feb 2023.