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Lake Street Advisors Group’s Crown Castle CCI Stock Holding History

Lake Street Advisors 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
Q4 		$308K Sell
3,396
-70
-2% -$7.32K 0.01% 440
2024
Q3 		$411K Buy
3,466
+87
+3% +$9.58K 0.02% 371
2024
Q2 		$330K Buy
3,379
+14
+0.4% +$1.38K 0.02% 421
2024
Q1 		$356K Buy
3,365
+192
+6% +$20.9K 0.02% 414
2023
Q4 		$366K Buy
+3,173
New +$325K 0.02% 387
2023
Q3 		– Sell
-13,970
Closed -$1.59M – 349
2023
Q2 		$1.59M Sell
13,970
-335
-2% -$39.9K 0.09% 141
2023
Q1 		$1.92M Buy
14,305
+2,201
+18% +$304K 0.12% 114
2022
Q4 		$1.64M Sell
12,104
-2,002
-14% -$271K 0.11% 123
2022
Q3 		$2.04M Buy
14,106
+192
+1% +$32.9K 0.15% 98
2022
Q2 		$2.34M Buy
13,914
+1,706
+14% +$310K 0.17% 87
2022
Q1 		$2.25M Sell
12,208
-415
-3% -$73.9K 0.14% 99
2021
Q4 		$2.63M Sell
12,623
-137
-1% -$25.3K 0.17% 87
2021
Q3 		$2.21M Buy
12,760
+10,727
+528% +$2.07M 0.24% 70
2021
Q2 		$393K Sell
2,033
-80
-4% -$15K 0.03% 200
2021
Q1 		$364K Buy
2,113
+7
+0.3% +$1.12K 0.03% 204
2020
Q4 		$335K Sell
2,106
-25
-1% -$4.05K 0.03% 207
2020
Q3 		$355K Sell
2,131
-88
-4% -$14.5K 0.03% 180
2020
Q2 		$371K Buy
2,219
+50
+2% +$8.05K 0.04% 168
2020
Q1 		$313K Buy
2,169
+383
+21% +$57.1K 0.04% 167
2019
Q4 		$254K Buy
+1,786
New +$244K 0.03% 210
2018
Q3 		– Sell
-10,047
Closed -$1.08M – 235
2018
Q2 		$1.08M Buy
10,047
+8,020
+396% +$833K 0.11% 70
2018
Q1 		$222K Sell
2,027
-2,003
-50% -$217K 0.02% 275
2017
Q4 		$447K Buy
+4,030
New +$435K 0.05% 156

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Lake Street Advisors Group's CCI Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Crown Castle (CCI) stake by 2% in Q4 2024, selling an estimated $7.32K and leaving 3,396 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #440.

Lake Street Advisors Group first reported a position in CCI in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.63M in Q4 2021. 1,122 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Lake Street Advisors Group held 3,396 shares of Crown Castle worth $308K as of Q4 2024.
  • Lake Street Advisors Group sold 70 Crown Castle shares in Q4 2024, an estimated $7.32K.
  • Crown Castle made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #440 holding.
  • Lake Street Advisors Group first reported a position in Crown Castle in Q4 2017 and has held it in 23 quarters since.
  • Lake Street Advisors Group's Crown Castle position peaked at $2.63M in Q4 2021.
  • 1,122 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.