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Leo Brokerage’s Crown Castle CCI Stock Holding History

Leo Brokerage’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
Q2 		$2.95M Buy
25,872
+3,864
+18% +$460K 0.34% 44
2023
Q1 		$2.95M Buy
+22,008
New +$3.04M 0.44% 43
2022
Q2 		$258K Sell
1,532
-13,158
-90% -$2.39M 0.07% 147
2022
Q1 		$2.71M Buy
+14,690
New +$2.61M 0.43% 46
2021
Q1 		– Sell
-2,000
Closed -$318K – 181
2020
Q4 		$318K Buy
+2,000
New +$324K 0.1% 128

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leo Brokerage's CCI Position: Q2 2023 in Review

Leo Brokerage increased its Crown Castle (CCI) stake by 18% in Q2 2023, buying an estimated $460K and bringing the position to 25,872 shares worth $2.95M. The position accounts for 0.34% of the portfolio, ranked #44.

Leo Brokerage first reported a position in CCI in Q4 2020 and has held it in 5 quarters since. 1,236 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

  • Leo Brokerage held 25,872 shares of Crown Castle worth $2.95M as of Q2 2023.
  • Leo Brokerage bought 3,864 Crown Castle shares in Q2 2023, an estimated $460K.
  • Crown Castle made up 0.34% of Leo Brokerage's portfolio in Q2 2023, its #44 holding.
  • Leo Brokerage first reported a position in Crown Castle in Q4 2020 and has held it in 5 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.