R.M. Sincerbeaux Capital Management’s Crown Castle CCI Stock Holding History

R.M. Sincerbeaux Capital 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	–	Sell	-2,600	Closed	-$376K	–	44
2022 Q3	$376K	Hold	2,600	–	–	0.3%	36
2022 Q2	$438K	Hold	2,600	–	–	0.32%	35
2022 Q1	$480K	Hold	2,600	–	–	0.3%	37
2021 Q4	$543K	Hold	2,600	–	–	0.33%	35
2021 Q3	$451K	Buy	2,600 +400	+18%	+$77.3K	0.3%	33
2021 Q2	$429K	Sell	2,200 -400	-15%	-$74.9K	0.27%	36
2021 Q1	$448K	Hold	2,600	–	–	0.31%	34
2020 Q4	$414K	Hold	2,600	–	–	0.3%	34
2020 Q3	$433K	Hold	2,600	–	–	0.37%	33
2020 Q2	$435K	Hold	2,600	–	–	0.39%	32
2020 Q1	$375K	Hold	2,600	–	–	0.37%	34
2019 Q4	$370K	Sell	2,600 -300	-10%	-$40.9K	0.29%	39
2019 Q3	$403K	Buy	2,900 +300	+12%	+$41.5K	0.32%	38
2019 Q2	$339K	Sell	2,600 -900	-26%	-$116K	0.28%	39
2019 Q1	$448K	Hold	3,500	–	–	0.36%	37
2018 Q4	$380K	Hold	3,500	–	–	0.35%	38
2018 Q3	$390K	Hold	3,500	–	–	0.32%	41
2018 Q2	$377K	Buy	3,500 +500	+17%	+$51.9K	0.33%	41
2018 Q1	$329K	Hold	3,000	–	–	0.31%	43
2017 Q4	$333K	Hold	3,000	–	–	0.3%	44
2017 Q3	$300K	Sell	3,000 -3,500	-54%	-$358K	0.29%	48
2017 Q2	$651K	Hold	6,500	–	–	0.59%	36
2017 Q1	$614K	Hold	6,500	–	–	0.57%	37
2016 Q4	$564K	Buy	6,500 +1,400	+27%	+$123K	0.53%	37
2016 Q3	$480K	Sell	5,100 -800	-14%	-$76.9K	0.47%	40
2016 Q2	$598K	Hold	5,900	–	–	0.62%	37
2016 Q1	$510K	Hold	5,900	–	–	0.53%	40
2015 Q4	$510K	Hold	5,900	–	–	0.55%	40
2015 Q3	$465K	Hold	5,900	–	–	0.49%	40
2015 Q2	$474K	Hold	5,900	–	–	0.46%	39
2015 Q1	$487K	Sell	5,900 -500	-8%	-$42.6K	0.44%	39
2014 Q4	$504K	Buy	+6,400	New	+$513K	0.46%	40

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

R.M. Sincerbeaux Capital Management's CCI Position: Q4 2022 in Review

R.M. Sincerbeaux Capital Management sold out of Crown Castle (CCI) in Q4 2022, closing a stake of 2,600 shares — an estimated $376K sold.

R.M. Sincerbeaux Capital Management first reported a position in CCI in Q4 2014 and held it in 32 quarters. The position peaked at $651K in Q2 2017. 1,326 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

R.M. Sincerbeaux Capital Management reported no remaining Crown Castle position as of Q4 2022 after selling out during the quarter.
R.M. Sincerbeaux Capital Management sold 2,600 Crown Castle shares in Q4 2022, an estimated $376K.
R.M. Sincerbeaux Capital Management first reported a position in Crown Castle in Q4 2014 and held it in 32 quarters.
R.M. Sincerbeaux Capital Management's Crown Castle position peaked at $651K in Q2 2017.
1,326 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on R.M. Sincerbeaux Capital Management's 13F filing for Q4 2022, filed 3 Feb 2023.