Kowal Investment Group’s Crown Castle CCI Stock Holding History

Kowal Investment 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 Q3	$451K	Buy	3,800 +26	+0.7%	+$2.86K	0.08%	125
2024 Q2	$369K	Sell	3,774 -2	-0.1%	-$197	0.07%	125
2024 Q1	$400K	Buy	3,776 +813	+27%	+$88.4K	0.09%	115
2023 Q4	$341K	Sell	2,963 -381	-11%	-$39K	0.08%	116
2023 Q3	$308K	Sell	3,344 -3	-0.1%	-$311	0.08%	109
2023 Q2	$381K	Buy	3,347 +629	+23%	+$74.9K	0.1%	99
2023 Q1	$364K	Buy	2,718 +576	+27%	+$79.6K	0.1%	96
2022 Q4	$290K	Sell	2,142 -142	-6%	-$19.2K	0.09%	117
2022 Q3	$330K	Buy	+2,284	New	+$391K	0.11%	96
2021 Q4	–	Sell	-442	Closed	-$77K	–	256
2021 Q3	$77K	Buy	+442	New	+$85.4K	0.02%	186

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kowal Investment Group's CCI Position: Q3 2024 in Review

Kowal Investment Group increased its Crown Castle (CCI) stake by 0.69% in Q3 2024, buying an estimated $2.86K and bringing the position to 3,800 shares worth $451K. The position accounts for 0.08% of the portfolio, ranked #125.

Kowal Investment Group first reported a position in CCI in Q3 2021 and has held it in 10 quarters since. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

Kowal Investment Group held 3,800 shares of Crown Castle worth $451K as of Q3 2024.
Kowal Investment Group bought 26 Crown Castle shares in Q3 2024, an estimated $2.86K.
Crown Castle made up 0.08% of Kowal Investment Group's portfolio in Q3 2024, its #125 holding.
Kowal Investment Group first reported a position in Crown Castle in Q3 2021 and has held it in 10 quarters since.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.