Oliver Lagore Vanvalin Investment Group’s Crown Castle CCI Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023 Q4	–	Sell	-39	Closed	-$3.59K	–	783
2023 Q3	$3.59K	Hold	39	–	–	﹤0.01%	608
2023 Q2	$4.44K	Hold	39	–	–	﹤0.01%	581
2023 Q1	$5.22K	Hold	39	–	–	﹤0.01%	478
2022 Q4	$5.29K	Hold	39	–	–	﹤0.01%	460
2022 Q3	$6K	Hold	39	–	–	﹤0.01%	403
2022 Q2	$7K	Hold	39	–	–	﹤0.01%	372
2022 Q1	$7K	Buy	+39	New	+$6.94K	﹤0.01%	368

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's CCI Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Crown Castle (CCI) in Q4 2023, closing a stake of 39 shares — an estimated $3.59K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in CCI in Q1 2022 and held it in 7 quarters. The position peaked at $7K in Q2 2022. 1,239 funds tracked by Wall St. Rank hold CCI as of Q4 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining Crown Castle position as of Q4 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 39 Crown Castle shares in Q4 2023, an estimated $3.59K.
Oliver Lagore Vanvalin Investment Group first reported a position in Crown Castle in Q1 2022 and held it in 7 quarters.
Oliver Lagore Vanvalin Investment Group's Crown Castle position peaked at $7K in Q2 2022.
1,239 funds tracked by Wall St. Rank held Crown Castle as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.