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Stratos Investment Management’s Crown Castle CCI Stock Holding History

Stratos 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
2023
Q3 		– Sell
-1,783
Closed -$203K – 161
2023
Q2 		$203K Buy
1,783
+241
+16% +$28.7K 0.03% 167
2023
Q1 		$206K Buy
+1,542
New +$213K 0.03% 170
2022
Q4 		– Sell
-1,781
Closed -$258K – 156
2022
Q3 		$258K Buy
+1,781
New +$305K 0.05% 138

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stratos Investment Management's CCI Position: Q3 2023 in Review

Stratos Investment Management sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 1,783 shares — an estimated $203K sold.

Stratos Investment Management first reported a position in CCI in Q3 2022 and held it in 3 quarters. The position peaked at $258K in Q3 2022. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Stratos Investment Management reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • Stratos Investment Management sold 1,783 Crown Castle shares in Q3 2023, an estimated $203K.
  • Stratos Investment Management first reported a position in Crown Castle in Q3 2022 and held it in 3 quarters.
  • Stratos Investment Management's Crown Castle position peaked at $258K in Q3 2022.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Stratos Investment Management's 13F filing for Q3 2023, filed 24 Oct 2023.