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Mount Lucas Management’s Crown Castle CCI Stock Holding History

Mount Lucas 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
2020
Q4 		– Sell
-13,114
Closed -$2.18M – 118
2020
Q3 		$2.18M Sell
13,114
-918
-7% -$151K 0.46% 49
2020
Q2 		$2.35M Sell
14,032
-515
-4% -$82.9K 0.46% 37
2020
Q1 		$2.1M Buy
14,547
+3,791
+35% +$565K 0.43% 25
2019
Q4 		$1.53M Sell
10,756
-3,373
-24% -$460K 0.3% 68
2019
Q3 		$1.96M Buy
+14,129
New +$1.95M 0.35% 73

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Lucas Management's CCI Position: Q4 2020 in Review

Mount Lucas Management sold out of Crown Castle (CCI) in Q4 2020, closing a stake of 13,114 shares — an estimated $2.18M sold.

Mount Lucas Management first reported a position in CCI in Q3 2019 and held it in 5 quarters. The position peaked at $2.35M in Q2 2020. 1,194 funds tracked by Wall St. Rank hold CCI as of Q4 2020.

  • Mount Lucas Management reported no remaining Crown Castle position as of Q4 2020 after selling out during the quarter.
  • Mount Lucas Management sold 13,114 Crown Castle shares in Q4 2020, an estimated $2.18M.
  • Mount Lucas Management first reported a position in Crown Castle in Q3 2019 and held it in 5 quarters.
  • Mount Lucas Management's Crown Castle position peaked at $2.35M in Q2 2020.
  • 1,194 funds tracked by Wall St. Rank held Crown Castle as of Q4 2020.

Based on Mount Lucas Management's 13F filing for Q4 2020, filed 16 Feb 2021.