Itau Unibanco Holding S.A.’s Crown Castle CCI Stock Holding History

Itau Unibanco Holding S.A.’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	-63	Closed	-$5.8K	–	391
2023 Q3	$5.8K	Buy	63 +5	+9%	+$518	﹤0.01%	444
2023 Q2	$6.61K	Sell	58 -721	-93%	-$85.8K	﹤0.01%	480
2023 Q1	$104K	Sell	779 -8	-1%	-$1.11K	0.01%	234
2022 Q4	$107K	Buy	787 +12	+2%	+$1.62K	﹤0.01%	287
2022 Q3	$112K	Buy	775 +28	+4%	+$4.79K	﹤0.01%	289
2022 Q2	$126K	Buy	+747	New	+$136K	﹤0.01%	254
2020 Q2	–	Sell	-959	Closed	-$138K	–	185
2020 Q1	$138K	Buy	959 +241	+34%	+$35.9K	0.01%	103
2019 Q4	$102K	Buy	+718	New	+$97.9K	0.01%	509
2017 Q4	–	Sell	-150	Closed	-$47K	–	555
2017 Q3	$47K	Buy	+150	New	+$15.3K	﹤0.01%	591
2017 Q2	–	Sell	-375	Closed	-$35K	–	676
2017 Q1	$35K	Buy	+375	New	+$33.5K	﹤0.01%	277

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 $3.38T AUM 44.17% 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

Itau Unibanco Holding S.A.'s CCI Position: Q4 2023 in Review

Itau Unibanco Holding S.A. sold out of Crown Castle (CCI) in Q4 2023, closing a stake of 63 shares — an estimated $5.8K sold.

Itau Unibanco Holding S.A. first reported a position in CCI in Q1 2017 and held it in 10 quarters. The position peaked at $138K in Q1 2020. 1,240 funds tracked by Wall St. Rank hold CCI as of Q4 2023.

Itau Unibanco Holding S.A. reported no remaining Crown Castle position as of Q4 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 63 Crown Castle shares in Q4 2023, an estimated $5.8K.
Itau Unibanco Holding S.A. first reported a position in Crown Castle in Q1 2017 and held it in 10 quarters.
Itau Unibanco Holding S.A.'s Crown Castle position peaked at $138K in Q1 2020.
1,240 funds tracked by Wall St. Rank held Crown Castle as of Q4 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2023, filed 14 Feb 2024.