SBF
CCI icon

Sara-Bay Financial’s Crown Castle CCI Stock Holding History

Sara-Bay Financial’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
Q1 		– Sell
-6,826
Closed -$613K – 77
2024
Q4 		$613K Sell
6,826
-1,617
-19% -$169K 0.23% 45
2024
Q3 		$1M Sell
8,443
-720
-8% -$79.3K 0.36% 30
2024
Q2 		$895K Sell
9,163
-431
-4% -$42.4K 0.36% 30
2024
Q1 		$1M Sell
9,594
-791
-8% -$86K 0.45% 26
2023
Q4 		$1.2M Sell
10,385
-564
-5% -$57.8K 0.58% 20
2023
Q3 		$1.01M Sell
10,949
-1,026
-9% -$106K 0.51% 19
2023
Q2 		$1.36M Sell
11,975
-210
-2% -$25K 0.66% 18
2023
Q1 		$1.63M Sell
12,185
-768
-6% -$106K 0.83% 17
2022
Q4 		$1.76M Buy
12,953
+171
+1% +$23.1K 0.99% 16
2022
Q3 		$1.85M Buy
12,782
+66
+0.5% +$11.3K 1.03% 17
2022
Q2 		$2.16M Buy
12,716
+88
+0.7% +$16K 1.05% 18
2022
Q1 		$2.33M Buy
12,628
+562
+5% +$100K 0.92% 16
2021
Q4 		$2.52M Buy
12,066
+35
+0.3% +$6.46K 0.76% 18
2021
Q3 		$2.08M Buy
12,031
+75
+0.6% +$14.5K 0.82% 17
2021
Q2 		$2.34M Buy
11,956
+865
+8% +$162K 0.88% 18
2021
Q1 		$1.91M Buy
11,091
+86
+0.8% +$13.8K 0.78% 20
2020
Q4 		$1.75M Buy
11,005
+324
+3% +$52.6K 0.79% 19
2020
Q3 		$1.78M Sell
10,681
-450
-4% -$74.3K 0.97% 19
2020
Q2 		$1.88M Buy
+11,131
New +$1.79M 1.08% 18

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sara-Bay Financial's CCI Position: Q1 2025 in Review

Sara-Bay Financial sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 6,826 shares — an estimated $613K sold.

Sara-Bay Financial first reported a position in CCI in Q2 2020 and held it in 19 quarters. The position peaked at $2.52M in Q4 2021. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Sara-Bay Financial reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Sara-Bay Financial sold 6,826 Crown Castle shares in Q1 2025, an estimated $613K.
  • Sara-Bay Financial first reported a position in Crown Castle in Q2 2020 and held it in 19 quarters.
  • Sara-Bay Financial's Crown Castle position peaked at $2.52M in Q4 2021.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Sara-Bay Financial's 13F filing for Q1 2025, filed 11 Apr 2025.