Sanders Morris Harris’s Crown Castle CCI Stock Holding History

Sanders Morris Harris’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
2025 Q3	–	Sell	-2,000	Closed	-$205K	–	314
2025 Q2	$205K	Hold	2,000	–	–	0.05%	143
2025 Q1	$208K	Buy	+2,000	New	+$187K	0.03%	251
2023 Q3	–	Sell	-1,760	Closed	-$201K	–	261
2023 Q2	$201K	Sell	1,760 -70	-4%	-$8.33K	0.04%	231
2023 Q1	$245K	Hold	1,830	–	–	0.09%	112
2022 Q4	$248K	Hold	1,830	–	–	0.09%	170
2022 Q3	$264K	Hold	1,830	–	–	0.06%	217
2022 Q2	$309K	Buy	1,830 +43	+2%	+$7.82K	0.07%	205
2022 Q1	$330K	Hold	1,787	–	–	0.06%	215
2021 Q4	$374K	Hold	1,787	–	–	0.06%	209
2021 Q3	$309K	Hold	1,787	–	–	0.06%	234
2021 Q2	$349K	Hold	1,787	–	–	0.07%	229
2021 Q1	$308K	Buy	1,787 +199	+13%	+$31.9K	0.07%	222
2020 Q4	$253K	Hold	1,588	–	–	0.06%	232
2020 Q3	$265K	Sell	1,588 -70	-4%	-$11.6K	0.07%	214
2020 Q2	$277K	Buy	+1,658	New	+$267K	0.13%	85
2019 Q4	–	Sell	-1,591	Closed	-$222K	–	289
2019 Q3	$222K	Buy	+1,591	New	+$220K	0.05%	243
2016 Q3	–	Sell	-18,730	Closed	-$1.9M	–	168
2016 Q2	$1.9M	Buy	18,730 +826	+5%	+$75K	0.44%	56
2016 Q1	$1.55M	Buy	+17,904	New	+$1.52M	0.27%	81

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return