LMKC
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L.M. Kohn & Company’s Crown Castle CCI Stock Holding History

L.M. Kohn & Company’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
Q2 		– Sell
-1,914
Closed -$203K – 271
2024
Q1 		$203K Buy
1,914
+12
+0.6% +$1.3K 0.06% 250
2023
Q4 		$219K Buy
+1,902
New +$195K 0.07% 216

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

L.M. Kohn & Company's CCI Position: Q2 2024 in Review

L.M. Kohn & Company sold out of Crown Castle (CCI) in Q2 2024, closing a stake of 1,914 shares — an estimated $203K sold.

L.M. Kohn & Company first reported a position in CCI in Q4 2023 and held it in 2 quarters. The position peaked at $219K in Q4 2023. 1,126 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

  • L.M. Kohn & Company reported no remaining Crown Castle position as of Q2 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 1,914 Crown Castle shares in Q2 2024, an estimated $203K.
  • L.M. Kohn & Company first reported a position in Crown Castle in Q4 2023 and held it in 2 quarters.
  • L.M. Kohn & Company's Crown Castle position peaked at $219K in Q4 2023.
  • 1,126 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on L.M. Kohn & Company's 13F filing for Q2 2024, filed 31 Jul 2024.