Oak Harvest Investment Services’s Crown Castle CCI Stock Holding History

Oak Harvest Investment Services’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	-13,000	Closed	-$1.54M	–	162
2024 Q3	$1.54M	Buy	+13,000	New	+$1.43M	0.22%	84
2023 Q2	–	Sell	-44,903	Closed	-$6.01M	–	111
2023 Q1	$6.01M	Buy	44,903 +1,475	+3%	+$204K	1.38%	22
2022 Q4	$5.89M	Buy	43,428 +5,394	+14%	+$729K	1.53%	25
2022 Q3	$5.5M	Buy	38,034 +1,265	+3%	+$216K	1.47%	28
2022 Q2	$6.19M	Buy	36,769 +5,293	+17%	+$963K	1.67%	23
2022 Q1	$5.81M	Buy	31,476 +3,686	+13%	+$656K	1.44%	30
2021 Q4	$5.8M	Buy	27,790 +3,483	+14%	+$643K	1.44%	29
2021 Q3	$4.21M	Buy	24,307 +3,827	+19%	+$740K	1.23%	38
2021 Q2	$4M	Buy	20,480 +604	+3%	+$113K	1.32%	36
2021 Q1	$3.42M	Sell	19,876 -3,036	-13%	-$486K	1.31%	32
2020 Q4	$3.65M	Buy	+22,912	New	+$3.72M	1.56%	29

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

Norges Bank Oslo, Norway $935B AUM

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

Oak Harvest Investment Services's CCI Position: Q4 2024 in Review

Oak Harvest Investment Services sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 13,000 shares — an estimated $1.54M sold.

Oak Harvest Investment Services first reported a position in CCI in Q4 2020 and held it in 11 quarters. The position peaked at $6.19M in Q2 2022. 1,122 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Oak Harvest Investment Services reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Oak Harvest Investment Services sold 13,000 Crown Castle shares in Q4 2024, an estimated $1.54M.
Oak Harvest Investment Services first reported a position in Crown Castle in Q4 2020 and held it in 11 quarters.
Oak Harvest Investment Services's Crown Castle position peaked at $6.19M in Q2 2022.
1,122 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Oak Harvest Investment Services's 13F filing for Q4 2024, filed 23 Jan 2025.