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Sargent Bickham Lagudis’s Crown Castle CCI Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$447K Sell
3,293
-339
-9% -$45.8K 0.04% 195
2022
Q3 		$525K Sell
3,632
-53
-1% -$9.07K 0.05% 163
2022
Q2 		$621K Buy
3,685
+33
+0.9% +$6K 0.05% 161
2022
Q1 		$674K Sell
3,652
-208
-5% -$37K 0.05% 162
2021
Q4 		$806K Buy
3,860
+176
+5% +$32.5K 0.06% 143
2021
Q3 		$639K Buy
3,684
+661
+22% +$128K 0.05% 153
2021
Q2 		$590K Buy
3,023
+11
+0.4% +$2.06K 0.05% 156
2021
Q1 		$519K Buy
3,012
+262
+10% +$42K 0.05% 155
2020
Q4 		$438K Buy
2,750
+656
+31% +$106K 0.04% 172
2020
Q3 		$349K Buy
2,094
+103
+5% +$17K 0.04% 168
2020
Q2 		$333K Sell
1,991
-17
-0.8% -$2.74K 0.04% 167
2020
Q1 		$290K Buy
2,008
+42
+2% +$6.26K 0.04% 173
2019
Q4 		$279K Buy
1,966
+89
+5% +$12.1K 0.03% 176
2019
Q3 		$261K Buy
1,877
+23
+1% +$3.18K 0.03% 172
2019
Q2 		$242K Sell
1,854
-30
-2% -$3.86K 0.03% 187
2019
Q1 		$241K Buy
1,884
+83
+5% +$9.73K 0.03% 192
2018
Q4 		$196K Sell
1,801
-60
-3% -$6.59K 0.03% 194
2018
Q3 		$207K Buy
1,861
+225
+14% +$25.1K 0.02% 202
2018
Q2 		$176K Sell
1,636
-4
-0.2% -$416 0.02% 215
2018
Q1 		$180K Buy
1,640
+490
+43% +$53.2K 0.02% 217
2017
Q4 		$128K Buy
1,150
+650
+130% +$70.1K 0.02% 257
2017
Q3 		$50K Hold
500
– – 0.01% 365
2017
Q2 		$50K Hold
500
– – 0.01% 359
2017
Q1 		$47K Buy
+500
New +$44.7K 0.01% 368

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sargent Bickham Lagudis's CCI Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Crown Castle (CCI) stake by 9.3% in Q4 2022, selling an estimated $45.8K and leaving 3,293 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #195.

Sargent Bickham Lagudis first reported a position in CCI in Q1 2017 and has held it in 24 quarters since. The position peaked at $806K in Q4 2021. 1,326 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

  • Sargent Bickham Lagudis held 3,293 shares of Crown Castle worth $447K as of Q4 2022.
  • Sargent Bickham Lagudis sold 339 Crown Castle shares in Q4 2022, an estimated $45.8K.
  • Crown Castle made up 0.04% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #195 holding.
  • Sargent Bickham Lagudis first reported a position in Crown Castle in Q1 2017 and has held it in 24 quarters since.
  • Sargent Bickham Lagudis's Crown Castle position peaked at $806K in Q4 2021.
  • 1,326 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.