Lee, Danner & Bass’s Crown Castle CCI Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-46	Closed	-$4.17K	–	296
2024 Q4	$4.17K	Buy	+46	New	+$4.81K	﹤0.01%	615

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lee, Danner & Bass's CCI Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 46 shares — an estimated $4.17K sold.

Lee, Danner & Bass first reported a position in CCI in Q4 2024 and held it in 1 quarter. The position peaked at $4.17K in Q4 2024. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

Lee, Danner & Bass reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 46 Crown Castle shares in Q1 2025, an estimated $4.17K.
Lee, Danner & Bass first reported a position in Crown Castle in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Crown Castle position peaked at $4.17K in Q4 2024.
1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.