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Lockerman Financial Group’s Crown Castle CCI Stock Holding History

Lockerman Financial Group’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
-1,575
Closed -$228K – 74
2022
Q3 		$228K Buy
1,575
+151
+11% +$25.8K 0.66% 53
2022
Q2 		$240K Buy
1,424
+14
+1% +$2.55K 0.77% 49
2022
Q1 		$260K Hold
1,410
– – 0.7% 48
2021
Q4 		$294K Buy
+1,410
New +$260K 0.77% 36

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
Capital International Investors
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lockerman Financial Group's CCI Position: Q4 2022 in Review

Lockerman Financial Group sold out of Crown Castle (CCI) in Q4 2022, closing a stake of 1,575 shares — an estimated $228K sold.

Lockerman Financial Group first reported a position in CCI in Q4 2021 and held it in 4 quarters. The position peaked at $294K in Q4 2021. 1,325 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

  • Lockerman Financial Group reported no remaining Crown Castle position as of Q4 2022 after selling out during the quarter.
  • Lockerman Financial Group sold 1,575 Crown Castle shares in Q4 2022, an estimated $228K.
  • Lockerman Financial Group first reported a position in Crown Castle in Q4 2021 and held it in 4 quarters.
  • Lockerman Financial Group's Crown Castle position peaked at $294K in Q4 2021.
  • 1,325 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on Lockerman Financial Group's 13F filing for Q4 2022, filed 8 Feb 2023.