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KLR Investment Advisors’s Crown Castle CCI Stock Holding History

KLR Investment Advisors’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
Q1 		$202K Sell
2,127
-282
-12% -$30.7K 0.15% 176
2023
Q4 		$277K Buy
2,409
+59
+3% +$6.04K 0.2% 153
2023
Q3 		$315K Sell
2,350
-123
-5% -$12.7K 0.29% 112
2023
Q2 		$282K Sell
2,473
-6
-0.2% -$714 0.23% 148
2023
Q1 		$332K Buy
2,479
+25
+1% +$3.46K 0.29% 112
2022
Q4 		$333K Buy
+2,454
New +$332K 0.27% 125

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KLR Investment Advisors's CCI Position: Q1 2024 in Review

KLR Investment Advisors reduced its Crown Castle (CCI) stake by 12% in Q1 2024, selling an estimated $30.7K and leaving 2,127 shares worth $202K. The position accounts for 0.15% of the portfolio, ranked #176.

KLR Investment Advisors first reported a position in CCI in Q4 2022 and has held it in 6 quarters since. The position peaked at $333K in Q4 2022. 1,201 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

  • KLR Investment Advisors held 2,127 shares of Crown Castle worth $202K as of Q1 2024.
  • KLR Investment Advisors sold 282 Crown Castle shares in Q1 2024, an estimated $30.7K.
  • Crown Castle made up 0.15% of KLR Investment Advisors's portfolio in Q1 2024, its #176 holding.
  • KLR Investment Advisors first reported a position in Crown Castle in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Crown Castle position peaked at $333K in Q4 2022.
  • 1,201 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.