Kula Investments’s Crown Castle CCI Stock Holding History

Kula Investments’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 Q1	–	Sell	-7,779	Closed	-$1.06M	–	632
2022 Q4	$1.06M	Buy	+7,779	New	+$1.05M	0.31%	46

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Kula Investments's CCI Position: Q1 2023 in Review

Kula Investments sold out of Crown Castle (CCI) in Q1 2023, closing a stake of 7,779 shares — an estimated $1.06M sold.

Kula Investments first reported a position in CCI in Q4 2022 and held it in 1 quarter. The position peaked at $1.06M in Q4 2022. 1,288 funds tracked by Wall St. Rank hold CCI as of Q1 2023.

Kula Investments reported no remaining Crown Castle position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 7,779 Crown Castle shares in Q1 2023, an estimated $1.06M.
Kula Investments first reported a position in Crown Castle in Q4 2022 and held it in 1 quarter.
Kula Investments's Crown Castle position peaked at $1.06M in Q4 2022.
1,288 funds tracked by Wall St. Rank held Crown Castle as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.