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Northwest & Ethical Investments’s Crown Castle CCI Stock Holding History

Northwest & Ethical Investments’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
-3,543
Closed -$420K – 506
2024
Q3 		$420K Sell
3,543
-192
-5% -$21.1K 0.01% 369
2024
Q2 		$365K Sell
3,735
-282
-7% -$27.8K 0.01% 352
2024
Q1 		$425K Buy
4,017
+788
+24% +$85.7K 0.01% 346
2023
Q4 		$372K Sell
3,229
-7,966
-71% -$816K 0.01% 328
2023
Q3 		$1.03M Sell
11,195
-1,049
-9% -$109K 0.03% 270
2023
Q2 		$1.4M Buy
12,244
+3,372
+38% +$401K 0.04% 268
2023
Q1 		$1.19M Sell
8,872
-293
-3% -$40.5K 0.04% 293
2022
Q4 		$1.24M Sell
9,165
-1,091
-11% -$148K 0.04% 281
2022
Q3 		$1.48M Sell
10,256
-565
-5% -$96.7K 0.06% 258
2022
Q2 		$1.82M Sell
10,821
-191
-2% -$34.8K 0.07% 243
2022
Q1 		$2.03M Buy
11,012
+929
+9% +$165K 0.07% 250
2021
Q4 		$2.1M Sell
10,083
-108
-1% -$19.9K 0.06% 238
2021
Q3 		$1.77M Sell
10,191
-665
-6% -$129K 0.06% 238
2021
Q2 		$2.12M Buy
10,856
+4,204
+63% +$787K 0.07% 236
2021
Q1 		$1.15M Sell
6,652
-628
-9% -$101K 0.04% 318
2020
Q4 		$1.16M Buy
+7,280
New +$1.18M 0.04% 311

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

Northwest & Ethical Investments's CCI Position: Q4 2024 in Review

Northwest & Ethical Investments sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 3,543 shares — an estimated $420K sold.

Northwest & Ethical Investments first reported a position in CCI in Q4 2020 and held it in 16 quarters. The position peaked at $2.12M in Q2 2021. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Northwest & Ethical Investments reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 3,543 Crown Castle shares in Q4 2024, an estimated $420K.
  • Northwest & Ethical Investments first reported a position in Crown Castle in Q4 2020 and held it in 16 quarters.
  • Northwest & Ethical Investments's Crown Castle position peaked at $2.12M in Q2 2021.
  • 1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Northwest & Ethical Investments's 13F filing for Q4 2024, filed 11 Feb 2025.