Sugarloaf Wealth Management’s Crown Castle CCI Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$3.27K	Hold	36	–	–	﹤0.01%	600
2024 Q3	$4.27K	Hold	36	–	–	﹤0.01%	581
2024 Q2	$3.52K	Hold	36	–	–	﹤0.01%	556
2024 Q1	$3.81K	Sell	36 -176	-83%	-$19.1K	﹤0.01%	553
2023 Q4	$24.4K	Hold	212	–	–	0.01%	370
2023 Q3	$19.5K	Hold	212	–	–	﹤0.01%	386
2023 Q2	$24.2K	Hold	212	–	–	0.01%	368
2023 Q1	$28.4K	Sell	212 -18	-8%	-$2.49K	0.01%	354
2022 Q4	$31.2K	Buy	230 +18	+8%	+$2.43K	0.01%	350
2022 Q3	$31K	Sell	212 -27	-11%	-$4.62K	0.01%	356
2022 Q2	$40K	Buy	239 +27	+13%	+$4.91K	0.01%	319
2022 Q1	$39K	Hold	212	–	–	0.01%	313
2021 Q4	$44K	Hold	212	–	–	0.01%	308
2021 Q3	$37K	Hold	212	–	–	0.01%	320
2021 Q2	$41K	Hold	212	–	–	0.01%	302
2021 Q1	$36	Hold	212	–	–	0.01%	318
2020 Q4	$34K	Hold	212	–	–	0.01%	296
2020 Q3	$35K	Hold	212	–	–	0.01%	276
2020 Q2	$35K	Hold	212	–	–	0.01%	279
2020 Q1	$31K	Hold	212	–	–	0.01%	275
2019 Q4	$30K	Buy	+212	New	+$28.9K	0.01%	309

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

Norges Bank Oslo, Norway $935B AUM

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

Sugarloaf Wealth Management's CCI Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Crown Castle (CCI) position steady in Q4 2024 at 36 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Sugarloaf Wealth Management first reported a position in CCI in Q4 2019 and has held it in 21 quarters since. The position peaked at $44K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Sugarloaf Wealth Management held 36 shares of Crown Castle worth $3.27K as of Q4 2024.
Sugarloaf Wealth Management left its Crown Castle share count unchanged in Q4 2024.
Crown Castle made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #600 holding.
Sugarloaf Wealth Management first reported a position in Crown Castle in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Crown Castle position peaked at $44K in Q4 2021.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.