Swaine & Leidel Wealth Services’s Crown Castle CCI Stock Holding History

Swaine & Leidel Wealth Services’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 Q1	$4.17M	Buy	24,221 +1,029	+4%	+$165K	2.69%	10
2020 Q4	$3.69M	Buy	23,192 +731	+3%	+$119K	2.68%	11
2020 Q3	$3.74M	Sell	22,461 -878	-4%	-$145K	3.65%	3
2020 Q2	$3.91M	Sell	23,339 -3	-0%	-$483	3.98%	2
2020 Q1	$3.37M	Buy	23,342 +1,208	+5%	+$180K	3.5%	2
2019 Q4	$3.15M	Buy	22,134 +2,089	+10%	+$285K	2.62%	14
2019 Q3	$2.79M	Buy	20,045 +3,535	+21%	+$489K	2.52%	11
2019 Q2	$2.15M	Buy	16,510 +2,486	+18%	+$320K	2.3%	17
2019 Q1	$1.79M	Buy	+14,024	New	+$1.64M	2.27%	23

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Swaine & Leidel Wealth Services's CCI Position: Q1 2021 in Review

Swaine & Leidel Wealth Services increased its Crown Castle (CCI) stake by 4.4% in Q1 2021, buying an estimated $165K and bringing the position to 24,221 shares worth $4.17M. The position accounts for 2.69% of the portfolio, ranked #10.

Swaine & Leidel Wealth Services first reported a position in CCI in Q1 2019 and has held it in 9 quarters since. 1,228 funds tracked by Wall St. Rank hold CCI as of Q1 2021.

Swaine & Leidel Wealth Services held 24,221 shares of Crown Castle worth $4.17M as of Q1 2021.
Swaine & Leidel Wealth Services bought 1,029 Crown Castle shares in Q1 2021, an estimated $165K.
Crown Castle made up 2.69% of Swaine & Leidel Wealth Services's portfolio in Q1 2021, its #10 holding.
Swaine & Leidel Wealth Services first reported a position in Crown Castle in Q1 2019 and has held it in 9 quarters since.
1,228 funds tracked by Wall St. Rank held Crown Castle as of Q1 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2021, filed 13 May 2021.