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Kades & Cheifetz’s Crown Castle CCI Stock Holding History

Kades & Cheifetz’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
Q3 		– Sell
-2,059
Closed -$235K – 75
2023
Q2 		$235K Buy
2,059
+52
+3% +$6.19K 0.18% 71
2023
Q1 		$269K Buy
2,007
+155
+8% +$21.4K 0.21% 66
2022
Q4 		$251K Buy
+1,852
New +$250K 0.21% 70

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kades & Cheifetz's CCI Position: Q3 2023 in Review

Kades & Cheifetz sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 2,059 shares — an estimated $235K sold.

Kades & Cheifetz first reported a position in CCI in Q4 2022 and held it in 3 quarters. The position peaked at $269K in Q1 2023. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Kades & Cheifetz reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • Kades & Cheifetz sold 2,059 Crown Castle shares in Q3 2023, an estimated $235K.
  • Kades & Cheifetz first reported a position in Crown Castle in Q4 2022 and held it in 3 quarters.
  • Kades & Cheifetz's Crown Castle position peaked at $269K in Q1 2023.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Kades & Cheifetz's 13F filing for Q3 2023, filed 30 Oct 2023.