Hudson Value Partners’s Crown Castle CCI Stock Holding History

Hudson Value Partners’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 Q4	–	Sell	-2,370	Closed	-$218K	–	97
2023 Q3	$218K	Sell	2,370 -685	-22%	-$71K	0.11%	96
2023 Q2	$348K	Sell	3,055 -425	-12%	-$50.6K	0.18%	85
2023 Q1	$466K	Buy	3,480 +450	+15%	+$62.2K	0.27%	77
2022 Q4	$411K	Hold	3,030	–	–	0.25%	78
2022 Q3	$438K	Sell	3,030 -175	-5%	-$29.9K	0.29%	76
2022 Q2	$540K	Sell	3,205 -3	-0.1%	-$546	0.34%	70
2022 Q1	$592K	Sell	3,208 -492	-13%	-$87.6K	0.3%	74
2021 Q4	$772K	Sell	3,700 -150	-4%	-$27.7K	0.37%	69
2021 Q3	$667K	Buy	3,850 +128	+3%	+$24.7K	0.37%	73
2021 Q2	$726K	Buy	3,722 +112	+3%	+$21K	0.4%	72
2021 Q1	$621K	Buy	3,610 +325	+10%	+$52.1K	0.38%	73
2020 Q4	$514K	Buy	+3,285	New	+$533K	0.34%	75

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Hudson Value Partners's CCI Position: Q4 2023 in Review

Hudson Value Partners sold out of Crown Castle (CCI) in Q4 2023, closing a stake of 2,370 shares — an estimated $218K sold.

Hudson Value Partners first reported a position in CCI in Q4 2020 and held it in 12 quarters. The position peaked at $772K in Q4 2021. 1,240 funds tracked by Wall St. Rank hold CCI as of Q4 2023.

Hudson Value Partners reported no remaining Crown Castle position as of Q4 2023 after selling out during the quarter.
Hudson Value Partners sold 2,370 Crown Castle shares in Q4 2023, an estimated $218K.
Hudson Value Partners first reported a position in Crown Castle in Q4 2020 and held it in 12 quarters.
Hudson Value Partners's Crown Castle position peaked at $772K in Q4 2021.
1,240 funds tracked by Wall St. Rank held Crown Castle as of Q4 2023.

Based on Hudson Value Partners's 13F filing for Q4 2023, filed 12 Feb 2024.