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Jeppson Wealth Management’s Crown Castle CCI Stock Holding History

Jeppson Wealth Management’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
2025
Q1 		– Sell
-2,410
Closed -$219K – 207
2024
Q4 		$219K Sell
2,410
-40
-2% -$4.18K 0.08% 183
2024
Q3 		$291K Hold
2,450
– – 0.1% 159
2024
Q2 		$239K Sell
2,450
-80
-3% -$7.88K 0.09% 171
2024
Q1 		$268K Buy
2,530
+100
+4% +$10.9K 0.1% 167
2023
Q4 		$280K Buy
+2,430
New +$249K 0.12% 161
2020
Q4 		– Sell
-161
Closed -$27K – 181
2020
Q3 		$27K Buy
+161
New +$26.6K 0.02% 305

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jeppson Wealth Management's CCI Position: Q1 2025 in Review

Jeppson Wealth Management sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 2,410 shares — an estimated $219K sold.

Jeppson Wealth Management first reported a position in CCI in Q3 2020 and held it in 6 quarters. The position peaked at $291K in Q3 2024. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Jeppson Wealth Management reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Jeppson Wealth Management sold 2,410 Crown Castle shares in Q1 2025, an estimated $219K.
  • Jeppson Wealth Management first reported a position in Crown Castle in Q3 2020 and held it in 6 quarters.
  • Jeppson Wealth Management's Crown Castle position peaked at $291K in Q3 2024.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Jeppson Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.