McDonald Partners’s Crown Castle CCI Stock Holding History

McDonald 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
2025 Q3	–	Sell	-6,411	Closed	-$662K	–	228
2025 Q2	$662K	Buy	6,411 +703	+12%	+$71.1K	0.16%	151
2025 Q1	$598K	Buy	5,708 +576	+11%	+$53.8K	0.16%	152
2024 Q4	$466K	Buy	5,132 +651	+15%	+$68.1K	0.12%	169
2024 Q3	$532K	Sell	4,481 -112	-2%	-$12.3K	0.13%	157
2024 Q2	$449K	Buy	4,593 +262	+6%	+$25.8K	0.12%	172
2024 Q1	$458K	Sell	4,331 -85	-2%	-$9.25K	0.13%	176
2023 Q4	$509K	Sell	4,416 -806	-15%	-$82.6K	0.15%	163
2023 Q3	$481K	Buy	5,222 +102	+2%	+$10.6K	0.16%	151
2023 Q2	$583K	Buy	5,120 +286	+6%	+$34K	0.18%	142
2023 Q1	$647K	Buy	4,834 +178	+4%	+$24.6K	0.21%	133
2022 Q4	$632K	Buy	4,656 +404	+10%	+$54.6K	0.22%	129
2022 Q3	$615K	Buy	4,252 +170	+4%	+$29.1K	0.23%	118
2022 Q2	$687K	Sell	4,082 -7,216	-64%	-$1.31M	0.18%	155
2022 Q1	$2.09M	Buy	11,298 +11,274	+46,975%	+$2.01M	0.46%	63
2021 Q4	$5.01K	Sell	24 -13,649	-100%	-$2.52M	﹤0.01%	250
2021 Q3	$2.37M	Buy	13,673 +263	+2%	+$50.8K	0.56%	50
2021 Q2	$2.62M	Sell	13,410 -1,594	-11%	-$298K	0.62%	43
2021 Q1	$2.58M	Buy	15,004 +13,239	+750%	+$2.12M	0.66%	42
2020 Q4	$281K	Buy	+1,765	New	+$286K	0.08%	235

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return