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Simplicity Solutions’s Crown Castle CCI Stock Holding History

Simplicity Solutions’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
2023
Q4 		$999K Sell
8,677
-1,527
-15% -$156K 0.03% 441
2023
Q3 		$939K Sell
10,204
-5,716
-36% -$592K 0.03% 432
2023
Q2 		$1.81M Sell
15,920
-2,367
-13% -$282K 0.05% 337
2023
Q1 		$2.45M Buy
18,287
+11,917
+187% +$1.65M 0.06% 270
2022
Q4 		$864K Buy
6,370
+271
+4% +$36.6K 0.12% 225
2022
Q3 		$882K Buy
6,099
+581
+11% +$99.4K 0.13% 197
2022
Q2 		$929K Sell
5,518
-748
-12% -$136K 0.12% 198
2022
Q1 		$1.16M Sell
6,266
-3,654
-37% -$650K 0.14% 155
2021
Q4 		$2.07M Buy
9,920
+5,490
+124% +$1.01M 0.23% 104
2021
Q3 		$768K Buy
4,430
+389
+10% +$75.2K 0.12% 185
2021
Q2 		$788K Buy
4,041
+939
+30% +$176K 0.16% 144
2021
Q1 		$534K Sell
3,102
-11,902
-79% -$1.91M 0.12% 186
2020
Q4 		$2.39M Buy
15,004
+724
+5% +$117K 0.04% 347
2020
Q3 		$2.38M Buy
14,280
+3,059
+27% +$505K 0.04% 297
2020
Q2 		$1.88M Sell
11,221
-365
-3% -$58.8K 0.04% 323
2020
Q1 		$1.67M Buy
11,586
+825
+8% +$123K 0.05% 246
2019
Q4 		$1.53M Sell
10,761
-886
-8% -$121K 0.05% 286
2019
Q3 		$1.62M Sell
11,647
-6,094
-34% -$843K 0.07% 212
2019
Q2 		$2.31M Sell
17,741
-614
-3% -$79K 0.1% 147
2019
Q1 		$2.35M Buy
18,355
+758
+4% +$88.9K 0.14% 139
2018
Q4 		$1.91M Sell
17,597
-5,706
-24% -$627K 0.25% 99
2018
Q3 		$2.59M Buy
23,303
+14,108
+153% +$1.57M 0.15% 87
2018
Q2 		$991K Buy
9,195
+1,509
+20% +$157K 0.07% 150
2018
Q1 		$842K Sell
7,686
-1,269
-14% -$138K 0.07% 154
2017
Q4 		$994K Buy
8,955
+6,105
+214% +$659K 0.1% 138
2017
Q3 		$285K Sell
2,850
-13,630
-83% -$1.39M 0.19% 159
2017
Q2 		$1.65M Buy
16,480
+1,183
+8% +$116K 0.2% 88
2017
Q1 		$1.45M Buy
15,297
+10,841
+243% +$970K 0.22% 91
2016
Q4 		$387K Buy
+4,456
New +$390K 0.09% 223

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Simplicity Solutions's CCI Position: Q4 2023 in Review

Simplicity Solutions reduced its Crown Castle (CCI) stake by 15% in Q4 2023, selling an estimated $156K and leaving 8,677 shares worth $999K. The position accounts for 0.03% of the portfolio, ranked #441.

Simplicity Solutions first reported a position in CCI in Q4 2016 and has held it in 29 quarters since. The position peaked at $2.59M in Q3 2018. 1,239 funds tracked by Wall St. Rank hold CCI as of Q4 2023.

  • Simplicity Solutions held 8,677 shares of Crown Castle worth $999K as of Q4 2023.
  • Simplicity Solutions sold 1,527 Crown Castle shares in Q4 2023, an estimated $156K.
  • Crown Castle made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #441 holding.
  • Simplicity Solutions first reported a position in Crown Castle in Q4 2016 and has held it in 29 quarters since.
  • Simplicity Solutions's Crown Castle position peaked at $2.59M in Q3 2018.
  • 1,239 funds tracked by Wall St. Rank held Crown Castle as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.