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InterOcean Capital Group’s Crown Castle CCI Stock Holding History

InterOcean 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
2024
Q1 		$1.33M Buy
12,600
+3,760
+43% +$409K 0.03% 177
2023
Q4 		$1.02M Buy
+8,840
New +$905K 0.03% 201

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

InterOcean Capital Group's CCI Position: Q1 2024 in Review

InterOcean Capital Group increased its Crown Castle (CCI) stake by 43% in Q1 2024, buying an estimated $409K and bringing the position to 12,600 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #177.

InterOcean Capital Group first reported a position in CCI in Q4 2023 and has held it in 2 quarters since. 1,202 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

  • InterOcean Capital Group held 12,600 shares of Crown Castle worth $1.33M as of Q1 2024.
  • InterOcean Capital Group bought 3,760 Crown Castle shares in Q1 2024, an estimated $409K.
  • Crown Castle made up 0.03% of InterOcean Capital Group's portfolio in Q1 2024, its #177 holding.
  • InterOcean Capital Group first reported a position in Crown Castle in Q4 2023 and has held it in 2 quarters since.
  • 1,202 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.