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Mader & Shannon Wealth Management’s Crown Castle CCI Stock Holding History

Mader & Shannon Wealth Management’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
Q2 		– Sell
-37,992
Closed -$7.01M – 22
2022
Q1 		$7.01M Buy
37,992
+855
+2% +$152K 3.81% 9
2021
Q4 		$7.75M Buy
37,137
+493
+1% +$91K 4.29% 10
2021
Q3 		$6.35M Sell
36,644
-30
-0.1% -$5.8K 4.06% 12
2021
Q2 		$7.16M Buy
36,674
+449
+1% +$84.1K 3.69% 8
2021
Q1 		$6.24M Buy
+36,225
New +$5.8M 3.65% 9

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mader & Shannon Wealth Management's CCI Position: Q2 2022 in Review

Mader & Shannon Wealth Management sold out of Crown Castle (CCI) in Q2 2022, closing a stake of 37,992 shares — an estimated $7.01M sold.

Mader & Shannon Wealth Management first reported a position in CCI in Q1 2021 and held it in 5 quarters. The position peaked at $7.75M in Q4 2021. 1,349 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

  • Mader & Shannon Wealth Management reported no remaining Crown Castle position as of Q2 2022 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 37,992 Crown Castle shares in Q2 2022, an estimated $7.01M.
  • Mader & Shannon Wealth Management first reported a position in Crown Castle in Q1 2021 and held it in 5 quarters.
  • Mader & Shannon Wealth Management's Crown Castle position peaked at $7.75M in Q4 2021.
  • 1,349 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.