PP
CCI icon

Patten & Patten’s Crown Castle CCI Stock Holding History

Patten & Patten’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
-2,292
Closed -$272K – 317
2024
Q3 		$272K Sell
2,292
-1,199
-34% -$132K 0.02% 270
2024
Q2 		$341K Sell
3,491
-189
-5% -$18.6K 0.02% 245
2024
Q1 		$389K Buy
3,680
+96
+3% +$10.4K 0.03% 232
2023
Q4 		$413K Sell
3,584
-747
-17% -$76.5K 0.03% 214
2023
Q3 		$399K Sell
4,331
-3,185
-42% -$330K 0.04% 208
2023
Q2 		$856K Buy
7,516
+165
+2% +$19.6K 0.07% 155
2023
Q1 		$984K Buy
7,351
+4
+0.1% +$553 0.09% 146
2022
Q4 		$997K Sell
7,347
-440
-6% -$59.5K 0.09% 140
2022
Q3 		$1.13M Sell
7,787
-347
-4% -$59.4K 0.11% 128
2022
Q2 		$1.37M Sell
8,134
-389
-5% -$70.8K 0.12% 119
2022
Q1 		$1.57M Buy
8,523
+60
+0.7% +$10.7K 0.11% 124
2021
Q4 		$1.77M Buy
8,463
+13
+0.2% +$2.4K 0.12% 116
2021
Q3 		$1.47M Buy
8,450
+53
+0.6% +$10.2K 0.11% 120
2021
Q2 		$1.64M Buy
8,397
+805
+11% +$151K 0.12% 114
2021
Q1 		$1.31M Buy
7,592
+610
+9% +$97.7K 0.11% 123
2020
Q4 		$1.11M Buy
6,982
+735
+12% +$119K 0.1% 129
2020
Q3 		$1.04M Buy
6,247
+690
+12% +$114K 0.1% 129
2020
Q2 		$930K Buy
5,557
+214
+4% +$34.5K 0.1% 131
2020
Q1 		$772K Buy
+5,343
New +$797K 0.1% 133

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

Patten & Patten's CCI Position: Q4 2024 in Review

Patten & Patten sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,292 shares — an estimated $272K sold.

Patten & Patten first reported a position in CCI in Q1 2020 and held it in 19 quarters. The position peaked at $1.77M in Q4 2021. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Patten & Patten reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • Patten & Patten sold 2,292 Crown Castle shares in Q4 2024, an estimated $272K.
  • Patten & Patten first reported a position in Crown Castle in Q1 2020 and held it in 19 quarters.
  • Patten & Patten's Crown Castle position peaked at $1.77M in Q4 2021.
  • 1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Patten & Patten's 13F filing for Q4 2024, filed 10 Feb 2025.