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New Century Financial Group’s Crown Castle CCI Stock Holding History

New Century Financial Group’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
2024
Q4 		– Sell
-2,645
Closed -$314K – 292
2024
Q3 		$314K Buy
2,645
+122
+5% +$13.4K 0.12% 219
2024
Q2 		$247K Buy
+2,523
New +$248K 0.1% 237

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

New Century Financial Group's CCI Position: Q4 2024 in Review

New Century Financial Group sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,645 shares — an estimated $314K sold.

New Century Financial Group first reported a position in CCI in Q2 2024 and held it in 2 quarters. The position peaked at $314K in Q3 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • New Century Financial Group reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • New Century Financial Group sold 2,645 Crown Castle shares in Q4 2024, an estimated $314K.
  • New Century Financial Group first reported a position in Crown Castle in Q2 2024 and held it in 2 quarters.
  • New Century Financial Group's Crown Castle position peaked at $314K in Q3 2024.
  • 1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.