Sierra Ocean’s Crown Castle CCI Stock Holding History

Sierra Ocean’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	-80	Closed	-$8.22K	–	196
2025 Q2	$8.22K	Buy	80 +55	+220%	+$5.57K	0.01%	489
2025 Q1	$2.61K	Sell	25 -118	-83%	-$11K	﹤0.01%	723
2024 Q4	$13K	Buy	+143	New	+$14.9K	0.01%	376

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sierra Ocean's CCI Position: Q3 2025 in Review

Sierra Ocean sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 80 shares — an estimated $8.22K sold.

Sierra Ocean first reported a position in CCI in Q4 2024 and held it in 3 quarters. The position peaked at $13K in Q4 2024. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

Sierra Ocean reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 80 Crown Castle shares in Q3 2025, an estimated $8.22K.
Sierra Ocean first reported a position in Crown Castle in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Crown Castle position peaked at $13K in Q4 2024.
1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.