Savant Capital’s Crown Castle CCI Stock Holding History

Savant Capital’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	-2,532	Closed	-$260K	–	1320
2025 Q2	$260K	Buy	+2,532	New	+$256K	﹤0.01%	1018
2025 Q1	–	Sell	-4,051	Closed	-$368K	–	1143
2024 Q4	$368K	Buy	4,051 +450	+12%	+$47K	﹤0.01%	1013
2024 Q3	$427K	Buy	+3,601	New	+$397K	﹤0.01%	942
2024 Q2	–	Sell	-7,670	Closed	-$812K	–	1275
2024 Q1	$812K	Buy	7,670 +4,390	+134%	+$478K	0.01%	604
2023 Q4	$378K	Sell	3,280 -272	-8%	-$27.9K	﹤0.01%	636
2023 Q3	$327K	Buy	3,552 +310	+10%	+$32.1K	﹤0.01%	631
2023 Q2	$369K	Buy	3,242 +1,653	+104%	+$197K	0.01%	588
2023 Q1	$213K	Sell	1,589 -190	-11%	-$26.3K	﹤0.01%	672
2022 Q4	$211K	Buy	+1,779	New	+$241K	0.01%	547
2022 Q3	–	Sell	-1,542	Closed	-$260K	–	554
2022 Q2	$260K	Buy	1,542 +59	+4%	+$10.7K	0.01%	461
2022 Q1	$273K	Buy	1,483 +20	+1%	+$3.56K	0.01%	474
2021 Q4	$305K	Buy	1,463 +221	+18%	+$40.8K	0.01%	449
2021 Q3	$215K	Buy	+1,242	New	+$240K	0.01%	488

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