Mitchell & Pahl Private Wealth’s Crown Castle CCI Stock Holding History

Mitchell & Pahl Private 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
2025 Q1	–	Sell	-13,324	Closed	-$1.21M	–	146
2024 Q4	$1.21M	Buy	13,324 +1,827	+16%	+$191K	0.56%	65
2024 Q3	$1.36M	Buy	11,497 +433	+4%	+$47.7K	0.64%	58
2024 Q2	$1.08M	Buy	11,064 +335	+3%	+$33K	0.57%	63
2024 Q1	$1.14M	Buy	10,729 +914	+9%	+$99.4K	0.6%	64
2023 Q4	$1.13M	Sell	9,815 -9	-0.1%	-$922	0.64%	58
2023 Q3	$904K	Buy	9,824 +2,042	+26%	+$212K	0.54%	65
2023 Q2	$887K	Buy	7,782 +1,470	+23%	+$175K	0.54%	64
2023 Q1	$845K	Buy	6,312 +625	+11%	+$86.4K	0.53%	65
2022 Q4	$771K	Buy	5,687 +815	+17%	+$110K	0.51%	75
2022 Q3	$704K	Buy	4,872 +537	+12%	+$91.9K	0.52%	72
2022 Q2	$730K	Buy	4,335 +685	+19%	+$125K	0.51%	76
2022 Q1	$674K	Buy	3,650 +680	+23%	+$121K	0.43%	83
2021 Q4	$620K	Buy	2,970 +318	+12%	+$58.7K	0.4%	82
2021 Q3	$460K	Buy	2,652 +57	+2%	+$11K	0.33%	93
2021 Q2	$506K	Buy	2,595 +301	+13%	+$56.4K	0.36%	89
2021 Q1	$395K	Buy	2,294 +427	+23%	+$68.4K	0.31%	102
2020 Q4	$297K	Buy	+1,867	New	+$303K	0.25%	116

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

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Mitchell & Pahl Private Wealth's CCI Position: Q1 2025 in Review

Mitchell & Pahl Private Wealth sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 13,324 shares — an estimated $1.21M sold.

Mitchell & Pahl Private Wealth first reported a position in CCI in Q4 2020 and held it in 17 quarters. The position peaked at $1.36M in Q3 2024. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

Mitchell & Pahl Private Wealth reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
Mitchell & Pahl Private Wealth sold 13,324 Crown Castle shares in Q1 2025, an estimated $1.21M.
Mitchell & Pahl Private Wealth first reported a position in Crown Castle in Q4 2020 and held it in 17 quarters.
Mitchell & Pahl Private Wealth's Crown Castle position peaked at $1.36M in Q3 2024.
1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q1 2025, filed 9 Apr 2025.