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Sonora Investment Management’s Crown Castle CCI Stock Holding History

Sonora Investment Management’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
2021
Q3 		$246K Buy
1,419
+92
+7% +$17.8K 0.03% 182
2021
Q2 		$259K Buy
1,327
+625
+89% +$117K 0.03% 174
2021
Q1 		$121K Buy
702
+16
+2% +$2.56K 0.01% 373
2020
Q4 		$109K Buy
686
+3
+0.4% +$487 0.01% 406
2020
Q3 		$114K Hold
683
– – 0.01% 354
2020
Q2 		$114K Buy
683
+41
+6% +$6.6K 0.01% 313
2020
Q1 		$93K Buy
642
+156
+32% +$23.3K 0.01% 336
2019
Q4 		$69K Sell
486
-100
-17% -$13.6K 0.01% 424
2019
Q3 		$82K Sell
586
-74
-11% -$10.2K 0.01% 377
2019
Q2 		$86K Buy
660
+560
+560% +$72K 0.01% 372
2019
Q1 		$13K Sell
100
-30
-23% -$3.52K ﹤0.01% 927
2018
Q4 		$14K Buy
130
+30
+30% +$3.3K ﹤0.01% 748
2018
Q3 		$11K Sell
100
-40
-29% -$4.45K ﹤0.01% 817
2018
Q2 		$15K Hold
140
– – ﹤0.01% 675
2018
Q1 		$15.3K Hold
140
– – ﹤0.01% 660
2017
Q4 		$15.5K Buy
140
+40
+40% +$4.32K ﹤0.01% 669
2017
Q3 		$10K Hold
100
– – ﹤0.01% 733
2017
Q2 		$10K Hold
100
– – ﹤0.01% 723
2017
Q1 		$9.45K Hold
100
– – ﹤0.01% 709
2016
Q4 		$8.68K Buy
+100
New +$8.76K ﹤0.01% 635
2015
Q4 		– Sell
-60
Closed -$5K – 842
2015
Q3 		$5K Buy
+60
New +$4.88K ﹤0.01% 700

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sonora Investment Management's CCI Position: Q3 2021 in Review

Sonora Investment Management increased its Crown Castle (CCI) stake by 6.9% in Q3 2021, buying an estimated $17.8K and bringing the position to 1,419 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #182.

Sonora Investment Management first reported a position in CCI in Q3 2015 and has held it in 21 quarters since. The position peaked at $259K in Q2 2021. 1,278 funds tracked by Wall St. Rank hold CCI as of Q3 2021.

  • Sonora Investment Management held 1,419 shares of Crown Castle worth $246K as of Q3 2021.
  • Sonora Investment Management bought 92 Crown Castle shares in Q3 2021, an estimated $17.8K.
  • Crown Castle made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #182 holding.
  • Sonora Investment Management first reported a position in Crown Castle in Q3 2015 and has held it in 21 quarters since.
  • Sonora Investment Management's Crown Castle position peaked at $259K in Q2 2021.
  • 1,278 funds tracked by Wall St. Rank held Crown Castle as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.