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SAM Advisors’s Crown Castle CCI Stock Holding History

SAM 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
2024
Q4 		– Sell
-25,417
Closed -$3.02M – 40
2024
Q3 		$3.02M Sell
25,417
-330
-1% -$36.3K 1.11% 19
2024
Q2 		$2.52M Buy
25,747
+1,253
+5% +$123K 0.91% 20
2024
Q1 		$2.59M Buy
24,494
+655
+3% +$71.2K 0.94% 20
2023
Q4 		$2.75M Buy
23,839
+1,245
+6% +$128K 1.08% 19
2023
Q3 		$2.08M Buy
22,594
+507
+2% +$52.5K 0.9% 23
2023
Q2 		$2.52M Buy
22,087
+4,360
+25% +$519K 1.05% 22
2023
Q1 		$2.37M Sell
17,727
-836
-5% -$116K 1.06% 21
2022
Q4 		$2.52M Buy
18,563
+3,266
+21% +$442K 1.11% 20
2022
Q3 		$2.21M Buy
15,297
+49
+0.3% +$8.39K 1.08% 20
2022
Q2 		$2.59M Sell
15,248
-74
-0.5% -$13.5K 1.3% 19
2022
Q1 		$2.83M Buy
15,322
+555
+4% +$98.8K 1.22% 17
2021
Q4 		$2.82M Buy
14,767
+757
+5% +$140K 1.29% 21
2021
Q3 		$2.43M Buy
+14,010
New +$2.71M 1.18% 19

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SAM Advisors's CCI Position: Q4 2024 in Review

SAM Advisors sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 25,417 shares — an estimated $3.02M sold.

SAM Advisors first reported a position in CCI in Q3 2021 and held it in 13 quarters. The position peaked at $3.02M in Q3 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • SAM Advisors reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • SAM Advisors sold 25,417 Crown Castle shares in Q4 2024, an estimated $3.02M.
  • SAM Advisors first reported a position in Crown Castle in Q3 2021 and held it in 13 quarters.
  • SAM Advisors's Crown Castle position peaked at $3.02M in Q3 2024.
  • 1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on SAM Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.