Silver Oak Securities’s Crown Castle CCI Stock Holding History

Silver Oak Securities’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	-2,725	Closed	-$245K	–	664
2024 Q4	$245K	Buy	+2,725	New	+$285K	0.02%	554

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

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Silver Oak Securities's CCI Position: Q1 2025 in Review

Silver Oak Securities sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 2,725 shares — an estimated $245K sold.

Silver Oak Securities first reported a position in CCI in Q4 2024 and held it in 1 quarter. The position peaked at $245K in Q4 2024. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

Silver Oak Securities reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
Silver Oak Securities sold 2,725 Crown Castle shares in Q1 2025, an estimated $245K.
Silver Oak Securities first reported a position in Crown Castle in Q4 2024 and held it in 1 quarter.
Silver Oak Securities's Crown Castle position peaked at $245K in Q4 2024.
1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Silver Oak Securities's 13F filing for Q1 2025, filed 21 Apr 2025.