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Houlihan Financial Resource Group’s Crown Castle CCI Stock Holding History

Houlihan Financial Resource 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
-10,148
Closed -$1.21M – 104
2023
Q2 		$1.21M Buy
+10,148
New +$1.21M 0.04% 80
2020
Q3 		$49K Buy
+300
New +$49.5K 0.03% 171

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

Houlihan Financial Resource Group's CCI Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 10,148 shares — an estimated $1.21M sold.

Houlihan Financial Resource Group first reported a position in CCI in Q3 2020 and held it in 2 quarters. The position peaked at $1.21M in Q2 2023. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 10,148 Crown Castle shares in Q3 2023, an estimated $1.21M.
  • Houlihan Financial Resource Group first reported a position in Crown Castle in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's Crown Castle position peaked at $1.21M in Q2 2023.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.