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McElhenny Sheffield Capital Management’s Crown Castle CCI Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-142
Closed -$19.3K – 162
2022
Q4 		$19.3K Buy
+142
New +$19.2K 0.01% 269

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

McElhenny Sheffield Capital Management's CCI Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Crown Castle (CCI) in Q1 2023, closing a stake of 142 shares — an estimated $19.3K sold.

McElhenny Sheffield Capital Management first reported a position in CCI in Q4 2022 and held it in 1 quarter. The position peaked at $19.3K in Q4 2022. 1,288 funds tracked by Wall St. Rank hold CCI as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Crown Castle position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 142 Crown Castle shares in Q1 2023, an estimated $19.3K.
  • McElhenny Sheffield Capital Management first reported a position in Crown Castle in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Crown Castle position peaked at $19.3K in Q4 2022.
  • 1,288 funds tracked by Wall St. Rank held Crown Castle as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.