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Sageworth Trust’s Crown Castle CCI Stock Holding History

Sageworth Trust’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
Q2 		– Sell
-149
Closed -$19.9K – 147
2023
Q1 		$19.9K Buy
149
+144
+2,880% +$19.9K ﹤0.01% 207
2022
Q4 		$1K Buy
+5
New +$676 ﹤0.01% 399
2021
Q1 		– Sell
-218
Closed -$35K – 278
2020
Q4 		$35K Buy
+218
New +$35.4K ﹤0.01% 134
2020
Q3 		– Sell
-8
Closed -$1K – 209
2020
Q2 		$1K Buy
+8
New +$1.29K ﹤0.01% 177
2019
Q2 		– Sell
-71
Closed -$9K – 190
2019
Q1 		$9K Buy
71
+63
+788% +$7.39K ﹤0.01% 172
2018
Q4 		$1K Buy
+8
New +$879 ﹤0.01% 130
2018
Q2 		– Sell
-100
Closed -$11K – 148
2018
Q1 		$11K Buy
+100
New +$10.9K ﹤0.01% 83

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return