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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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. 1,241 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.
  • 1,241 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.