LM Advisors’s Crown Castle CCI Stock Holding History

LM Advisors’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	–	Sell	-1,886	Closed	-$224K	–	189
2024 Q3	$224K	Buy	+1,886	New	+$208K	0.05%	164
2024 Q2	–	Sell	-1,901	Closed	-$187K	–	110
2024 Q1	$201K	Buy	1,901 +1	+0.1%	+$109	0.03%	212
2023 Q4	$219K	Buy	+1,900	New	+$195K	0.04%	188

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LM Advisors's CCI Position: Q4 2024 in Review

LM Advisors sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 1,886 shares — an estimated $224K sold.

LM Advisors first reported a position in CCI in Q4 2023 and held it in 3 quarters. The position peaked at $224K in Q3 2024. 1,124 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

LM Advisors reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
LM Advisors sold 1,886 Crown Castle shares in Q4 2024, an estimated $224K.
LM Advisors first reported a position in Crown Castle in Q4 2023 and held it in 3 quarters.
LM Advisors's Crown Castle position peaked at $224K in Q3 2024.
1,124 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on LM Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.