LGL Partners’s Crown Castle CCI Stock Holding History

LGL Partners’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
2022 Q4	–	Sell	-1,402	Closed	-$203K	–	105
2022 Q3	$203K	Buy	+1,402	New	+$240K	0.04%	141

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LGL Partners's CCI Position: Q4 2022 in Review

LGL Partners sold out of Crown Castle (CCI) in Q4 2022, closing a stake of 1,402 shares — an estimated $203K sold.

LGL Partners first reported a position in CCI in Q3 2022 and held it in 1 quarter. The position peaked at $203K in Q3 2022. 1,325 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

LGL Partners reported no remaining Crown Castle position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 1,402 Crown Castle shares in Q4 2022, an estimated $203K.
LGL Partners first reported a position in Crown Castle in Q3 2022 and held it in 1 quarter.
LGL Partners's Crown Castle position peaked at $203K in Q3 2022.
1,325 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.