Perpetual Investment Management’s Crown Castle CCI Stock Holding History

Perpetual Investment Management’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
2022 Q4	$519K	Buy	3,825 +589	+18%	+$79.6K	0.06%	150
2022 Q3	$468K	Sell	3,236 -134	-4%	-$22.9K	0.07%	153
2022 Q2	$568K	Buy	3,370 +750	+29%	+$136K	0.08%	144
2022 Q1	$483K	Hold	2,620	–	–	0.06%	161
2021 Q4	$547K	Sell	2,620 -458	-15%	-$84.6K	0.06%	163
2021 Q3	$534K	Buy	3,078 +413	+15%	+$79.8K	0.07%	152
2021 Q2	$520K	Hold	2,665	–	–	0.07%	154
2021 Q1	$457K	Hold	2,665	–	–	0.08%	133
2020 Q4	$417K	Buy	+2,665	New	+$432K	0.06%	156

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perpetual Investment Management's CCI Position: Q4 2022 in Review

Perpetual Investment Management increased its Crown Castle (CCI) stake by 18% in Q4 2022, buying an estimated $79.6K and bringing the position to 3,825 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #150.

Perpetual Investment Management first reported a position in CCI in Q4 2020 and has held it in 9 quarters since. The position peaked at $568K in Q2 2022. 1,327 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

Perpetual Investment Management held 3,825 shares of Crown Castle worth $519K as of Q4 2022.
Perpetual Investment Management bought 589 Crown Castle shares in Q4 2022, an estimated $79.6K.
Crown Castle made up 0.06% of Perpetual Investment Management's portfolio in Q4 2022, its #150 holding.
Perpetual Investment Management first reported a position in Crown Castle in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's Crown Castle position peaked at $568K in Q2 2022.
1,327 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.