Indie Asset Partners’s Crown Castle CCI Stock Holding History

Indie Asset 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
2024 Q1	–	Sell	-2,012	Closed	-$232K	–	90
2023 Q4	$232K	Buy	+2,012	New	+$206K	0.21%	69
2023 Q3	–	Sell	-2,010	Closed	-$229K	–	80
2023 Q2	$229K	Hold	2,010	–	–	0.25%	65
2023 Q1	$269K	Hold	2,010	–	–	0.31%	55
2022 Q4	$273K	Buy	2,010 +50	+3%	+$6.76K	0.3%	64
2022 Q3	$283K	Hold	1,960	–	–	0.29%	62
2022 Q2	$330K	Buy	1,960 +100	+5%	+$18.2K	0.29%	59
2022 Q1	$343K	Hold	1,860	–	–	0.26%	72
2021 Q4	$388K	Buy	1,860 +254	+16%	+$46.9K	0.28%	73
2021 Q3	$278K	Buy	1,606 +356	+28%	+$68.8K	0.23%	96
2021 Q2	$244K	Sell	1,250 -10	-0.8%	-$1.87K	0.2%	107
2021 Q1	$217K	Buy	+1,260	New	+$202K	0.25%	107
2020 Q1	–	Sell	-1,472	Closed	-$209K	–	85
2019 Q4	$209K	Buy	+1,472	New	+$201K	0.22%	82

Other funds holding CCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Indie Asset Partners's CCI Position: Q1 2024 in Review

Indie Asset Partners sold out of Crown Castle (CCI) in Q1 2024, closing a stake of 2,012 shares — an estimated $232K sold.

Indie Asset Partners first reported a position in CCI in Q4 2019 and held it in 12 quarters. The position peaked at $388K in Q4 2021. 1,201 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

Indie Asset Partners reported no remaining Crown Castle position as of Q1 2024 after selling out during the quarter.
Indie Asset Partners sold 2,012 Crown Castle shares in Q1 2024, an estimated $232K.
Indie Asset Partners first reported a position in Crown Castle in Q4 2019 and held it in 12 quarters.
Indie Asset Partners's Crown Castle position peaked at $388K in Q4 2021.
1,201 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on Indie Asset Partners's 13F filing for Q1 2024, filed 10 May 2024.