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Mountain Capital Investment Advisors’s Crown Castle CCI Stock Holding History

Mountain Capital Investment Advisors’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
Q3 		– Sell
-12,455
Closed -$1.39M – 61
2023
Q2 		$1.39M Sell
12,455
-3,178
-20% -$378K 0.52% 37
2023
Q1 		$2.09M Sell
15,633
-80
-0.5% -$11.1K 0.92% 34
2022
Q4 		$2.31M Buy
15,713
+4,891
+45% +$661K 1.05% 27
2022
Q3 		$1.41M Buy
10,822
+1,072
+11% +$183K 0.74% 48
2022
Q2 		$1.67M Sell
9,750
-563
-5% -$102K 0.84% 34
2022
Q1 		$2.02M Sell
10,313
-846
-8% -$151K 0.96% 25
2021
Q4 		$2.09M Buy
11,159
+3,128
+39% +$578K 0.95% 22
2021
Q3 		$1.36M Buy
8,031
+353
+5% +$68.2K 0.72% 37
2021
Q2 		$1.54M Sell
7,678
-1,245
-14% -$233K 0.71% 28
2021
Q1 		$1.58M Buy
8,923
+1,104
+14% +$177K 0.79% 32
2020
Q4 		$1.2M Sell
7,819
-1,448
-16% -$235K 0.72% 37
2020
Q3 		$1.56M Buy
+9,267
New +$1.53M 1.01% 27

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
Morgan Stanley
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mountain Capital Investment Advisors's CCI Position: Q3 2023 in Review

Mountain Capital Investment Advisors sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 12,455 shares — an estimated $1.39M sold.

Mountain Capital Investment Advisors first reported a position in CCI in Q3 2020 and held it in 12 quarters. The position peaked at $2.31M in Q4 2022. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Mountain Capital Investment Advisors reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 12,455 Crown Castle shares in Q3 2023, an estimated $1.39M.
  • Mountain Capital Investment Advisors first reported a position in Crown Castle in Q3 2020 and held it in 12 quarters.
  • Mountain Capital Investment Advisors's Crown Castle position peaked at $2.31M in Q4 2022.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.