LF
CCI icon

Lantz Financial’s Crown Castle CCI Stock Holding History

Lantz Financial’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
Q3 		– Sell
-1,903
Closed -$217K – 188
2023
Q2 		$217K Sell
1,903
-110
-5% -$13.1K 0.08% 174
2023
Q1 		$269K Buy
2,013
+5
+0.2% +$691 0.11% 144
2022
Q4 		$272K Buy
2,008
+528
+36% +$71.4K 0.12% 137
2022
Q3 		$214K Buy
1,480
+27
+2% +$4.62K 0.11% 150
2022
Q2 		$245K Buy
1,453
+79
+6% +$14.4K 0.11% 144
2022
Q1 		$254K Buy
1,374
+375
+38% +$66.8K 0.1% 149
2021
Q4 		$209K Buy
+999
New +$184K 0.1% 146

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lantz Financial's CCI Position: Q3 2023 in Review

Lantz Financial sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 1,903 shares — an estimated $217K sold.

Lantz Financial first reported a position in CCI in Q4 2021 and held it in 7 quarters. The position peaked at $272K in Q4 2022. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Lantz Financial reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • Lantz Financial sold 1,903 Crown Castle shares in Q3 2023, an estimated $217K.
  • Lantz Financial first reported a position in Crown Castle in Q4 2021 and held it in 7 quarters.
  • Lantz Financial's Crown Castle position peaked at $272K in Q4 2022.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Lantz Financial's 13F filing for Q3 2023, filed 20 Oct 2023.