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Summit X LLC’s Crown Castle CCI Stock Holding History

Summit X LLC’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
Q3 		– Sell
-2,199
Closed -$222K – 217
2024
Q2 		$222K Buy
+2,199
New +$217K 0.05% 219
2023
Q2 		– Sell
-1,755
Closed -$235K – 273
2023
Q1 		$235K Sell
1,755
-725
-29% -$100K 0.06% 235
2022
Q4 		$418K Buy
2,480
+680
+38% +$92K 0.12% 171
2022
Q3 		$262K Sell
1,800
-680
-27% -$116K 0.08% 215
2022
Q2 		$418K Sell
2,480
-55
-2% -$10K 0.12% 171
2022
Q1 		$463K Sell
2,535
-20
-0.8% -$3.56K 0.11% 175
2021
Q4 		$528K Sell
2,555
-340
-12% -$62.8K 0.12% 163
2021
Q3 		$504K Sell
2,895
-5
-0.2% -$967 0.13% 165
2021
Q2 		$574K Hold
2,900
– – 0.14% 151
2021
Q1 		$502K Buy
2,900
+50
+2% +$8.01K 0.14% 158
2020
Q4 		$454K Buy
+2,850
New +$462K 0.13% 162
2020
Q2 		$515K Buy
3,080
+35
+1% +$5.64K 0.19% 115
2020
Q1 		$435K Buy
3,045
+270
+10% +$40.3K 0.2% 111
2019
Q4 		$391K Hold
2,775
– – 0.15% 167
2019
Q3 		$385K Buy
2,775
+165
+6% +$22.8K 0.15% 161
2019
Q2 		$339K Buy
2,610
+40
+2% +$5.14K 0.14% 177
2019
Q1 		$329K Sell
2,570
-35
-1% -$4.11K 0.14% 180
2018
Q4 		$284K Sell
2,605
-1,110
-30% -$122K 0.16% 165
2018
Q3 		$413K Buy
3,715
+10
+0.3% +$1.11K 0.2% 137
2018
Q2 		$403K Buy
3,705
+1,650
+80% +$171K 0.22% 125
2018
Q1 		$223K Buy
+2,055
New +$223K 0.13% 165

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit X LLC's CCI Position: Q3 2024 in Review

Summit X LLC sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 2,199 shares — an estimated $222K sold.

Summit X LLC first reported a position in CCI in Q1 2018 and held it in 21 quarters. The position peaked at $574K in Q2 2021. 1,158 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • Summit X LLC reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
  • Summit X LLC sold 2,199 Crown Castle shares in Q3 2024, an estimated $222K.
  • Summit X LLC first reported a position in Crown Castle in Q1 2018 and held it in 21 quarters.
  • Summit X LLC's Crown Castle position peaked at $574K in Q2 2021.
  • 1,158 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Summit X LLC's 13F filing for Q3 2024, filed 7 Nov 2024.