Rockbridge Investment Management’s Crown Castle CCI Stock Holding History

Rockbridge 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 Q2	–	Sell	-137	Closed	-$26K	–	668
2022 Q1	$26K	Buy	137 +2	+1%	+$356	﹤0.01%	386
2021 Q4	$28K	Buy	135 +1	+0.7%	+$185	﹤0.01%	435
2021 Q3	$23K	Buy	134 +1	+0.8%	+$193	﹤0.01%	430
2021 Q2	$26K	Buy	133 +1	+0.8%	+$187	﹤0.01%	405
2021 Q1	$23K	Buy	132 +1	+0.8%	+$160	﹤0.01%	408
2020 Q4	$21K	Buy	131 +1	+0.8%	+$162	﹤0.01%	406
2020 Q3	$22K	Buy	130 +1	+0.8%	+$165	0.01%	365
2020 Q2	$22K	Buy	+129	New	+$20.8K	0.01%	329

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Rockbridge Investment Management's CCI Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Crown Castle (CCI) in Q2 2022, closing a stake of 137 shares — an estimated $26K sold.

Rockbridge Investment Management first reported a position in CCI in Q2 2020 and held it in 8 quarters. The position peaked at $28K in Q4 2021. 1,349 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

Rockbridge Investment Management reported no remaining Crown Castle position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 137 Crown Castle shares in Q2 2022, an estimated $26K.
Rockbridge Investment Management first reported a position in Crown Castle in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's Crown Castle position peaked at $28K in Q4 2021.
1,349 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.