JDM Financial Group’s Crown Castle CCI Stock Holding History

JDM Financial 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 Q4	–	Sell	-8	Closed	-$949	–	352
2024 Q3	$949	Buy	+8	New	+$881	﹤0.01%	326

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JDM Financial Group's CCI Position: Q4 2024 in Review

JDM Financial Group sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 8 shares — an estimated $949 sold.

JDM Financial Group first reported a position in CCI in Q3 2024 and held it in 1 quarter. The position peaked at $949 in Q3 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

JDM Financial Group reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
JDM Financial Group sold 8 Crown Castle shares in Q4 2024, an estimated $949.
JDM Financial Group first reported a position in Crown Castle in Q3 2024 and held it in 1 quarter.
JDM Financial Group's Crown Castle position peaked at $949 in Q3 2024.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on JDM Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.