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Meristem Family Wealth’s Crown Castle CCI Stock Holding History

Meristem Family Wealth’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
Q1 		– Sell
-1,867
Closed -$390K – 351
2021
Q4 		$390K Buy
1,867
+5
+0.3% +$923 0.03% 262
2021
Q3 		$323K Buy
1,862
+176
+10% +$34K 0.03% 300
2021
Q2 		$329K Buy
+1,686
New +$316K 0.05% 240

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meristem Family Wealth's CCI Position: Q1 2022 in Review

Meristem Family Wealth sold out of Crown Castle (CCI) in Q1 2022, closing a stake of 1,867 shares — an estimated $390K sold.

Meristem Family Wealth first reported a position in CCI in Q2 2021 and held it in 3 quarters. The position peaked at $390K in Q4 2021. 1,345 funds tracked by Wall St. Rank hold CCI as of Q1 2022.

  • Meristem Family Wealth reported no remaining Crown Castle position as of Q1 2022 after selling out during the quarter.
  • Meristem Family Wealth sold 1,867 Crown Castle shares in Q1 2022, an estimated $390K.
  • Meristem Family Wealth first reported a position in Crown Castle in Q2 2021 and held it in 3 quarters.
  • Meristem Family Wealth's Crown Castle position peaked at $390K in Q4 2021.
  • 1,345 funds tracked by Wall St. Rank held Crown Castle as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.