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Kiwi Wealth Investments Limited Partnership’s Crown Castle CCI Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-63,206
Closed -$7.2M – 76
2023
Q2 		$7.2M Hold
63,206
– – 0.45% 66
2023
Q1 		$8.46M Sell
63,206
-5,829
-8% -$806K 0.55% 52
2022
Q4 		$9.36M Buy
69,035
+22,650
+49% +$3.06M 0.62% 46
2022
Q3 		$7.81M Hold
46,385
– – 0.54% 46
2022
Q2 		$7.81M Buy
46,385
+3,182
+7% +$579K 0.54% 46
2022
Q1 		$7.97M Sell
43,203
-17,172
-28% -$3.06M 0.43% 68
2021
Q4 		$12.6M Buy
60,375
+17,076
+39% +$3.15M 0.6% 46
2021
Q3 		$7.5M Buy
+43,299
New +$8.37M 0.38% 72
2021
Q1 		– Sell
-64,219
Closed -$10.2M – 227
2020
Q4 		$10.2M Sell
64,219
-10,851
-14% -$1.76M 0.6% 43
2020
Q3 		$12.5M Buy
75,070
+27,118
+57% +$4.47M 0.87% 27
2020
Q2 		$8.03M Buy
47,952
+13,521
+39% +$2.18M 0.65% 46
2020
Q1 		$4.97M Sell
34,431
-21,267
-38% -$3.17M 0.5% 56
2019
Q4 		$7.92M Sell
55,698
-14,081
-20% -$1.92M 0.58% 48
2019
Q3 		$9.7M Buy
69,779
+26,899
+63% +$3.72M 0.78% 39
2019
Q2 		$5.59M Buy
+42,880
New +$5.51M 0.49% 56

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 $3.37T AUM 44.26% 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

Kiwi Wealth Investments Limited Partnership's CCI Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 63,206 shares — an estimated $7.2M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in CCI in Q2 2019 and held it in 15 quarters. The position peaked at $12.6M in Q4 2021. 1,156 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 63,206 Crown Castle shares in Q3 2023, an estimated $7.2M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Crown Castle in Q2 2019 and held it in 15 quarters.
  • Kiwi Wealth Investments Limited Partnership's Crown Castle position peaked at $12.6M in Q4 2021.
  • 1,156 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.