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Pinion Investment Advisors’s Crown Castle CCI Stock Holding History

Pinion Investment Advisors’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
Q3 		– Sell
-4,367
Closed -$498K – 159
2023
Q2 		$498K Buy
+4,367
New +$520K 0.34% 74
2022
Q4 		– Sell
-3,166
Closed -$458K – 130
2022
Q3 		$458K Sell
3,166
-452
-12% -$77.4K 0.4% 77
2022
Q2 		$609K Buy
3,618
+1,215
+51% +$221K 0.51% 58
2022
Q1 		$444K Hold
2,403
– – 0.31% 103
2021
Q4 		$502K Sell
2,403
-250
-9% -$46.2K 0.34% 87
2021
Q3 		$460K Sell
2,653
-85
-3% -$16.4K 0.37% 88
2021
Q2 		$534K Buy
2,738
+6
+0.2% +$1.12K 0.43% 84
2021
Q1 		$470K Buy
2,732
+159
+6% +$25.5K 0.43% 87
2020
Q4 		$410K Sell
2,573
-110
-4% -$17.8K 0.43% 75
2020
Q3 		$449K Hold
2,683
– – 0.68% 56
2020
Q2 		$449K Sell
2,683
-232
-8% -$37.4K 0.68% 56
2020
Q1 		$421K Buy
2,915
+500
+21% +$74.6K 0.9% 48
2019
Q4 		$343K Sell
2,415
-125
-5% -$17.1K 0.64% 78
2019
Q3 		$353K Sell
2,540
-360
-12% -$49.8K 0.72% 69
2019
Q2 		$378K Sell
2,900
-455
-14% -$58.5K 0.81% 61
2019
Q1 		$429K Sell
3,355
-90
-3% -$10.6K 0.75% 60
2018
Q4 		$374K Sell
3,445
-350
-9% -$38.5K 0.79% 60
2018
Q3 		$422K Sell
3,795
-5
-0.1% -$557 0.81% 50
2018
Q2 		$410K Buy
3,800
+495
+15% +$51.4K 0.79% 54
2018
Q1 		$362K Buy
+3,305
New +$359K 0.78% 58

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 $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pinion Investment Advisors's CCI Position: Q3 2023 in Review

Pinion Investment Advisors sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 4,367 shares — an estimated $498K sold.

Pinion Investment Advisors first reported a position in CCI in Q1 2018 and held it in 20 quarters. The position peaked at $609K in Q2 2022. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Pinion Investment Advisors reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • Pinion Investment Advisors sold 4,367 Crown Castle shares in Q3 2023, an estimated $498K.
  • Pinion Investment Advisors first reported a position in Crown Castle in Q1 2018 and held it in 20 quarters.
  • Pinion Investment Advisors's Crown Castle position peaked at $609K in Q2 2022.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Pinion Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.