Tevis Investment Management’s Crown Castle CCI Stock Holding History

Tevis 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
2024 Q4	–	Sell	-6,129	Closed	-$727K	–	99
2024 Q3	$727K	Sell	6,129 -2,625	-30%	-$289K	0.54%	58
2024 Q2	$855K	Buy	8,754 +35	+0.4%	+$3.45K	0.69%	48
2024 Q1	$923K	Sell	8,719 -837	-9%	-$91K	0.78%	44
2023 Q4	$1.1M	Buy	9,556 +925	+11%	+$94.7K	1.01%	36
2023 Q3	$794K	Buy	+8,631	New	+$894K	0.81%	45
2022 Q4	–	Sell	-447	Closed	-$65K	–	93
2022 Q3	$65K	Buy	447 +68	+18%	+$11.6K	0.06%	167
2022 Q2	$65K	Buy	379 +39	+11%	+$7.1K	0.06%	164
2022 Q1	$62K	Buy	340 +147	+76%	+$26.2K	0.06%	179
2021 Q4	$42K	Buy	+193	New	+$35.6K	0.04%	219

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

Tevis Investment Management's CCI Position: Q4 2024 in Review

Tevis Investment Management sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 6,129 shares — an estimated $727K sold.

Tevis Investment Management first reported a position in CCI in Q4 2021 and held it in 9 quarters. The position peaked at $1.1M in Q4 2023. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Tevis Investment Management reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Tevis Investment Management sold 6,129 Crown Castle shares in Q4 2024, an estimated $727K.
Tevis Investment Management first reported a position in Crown Castle in Q4 2021 and held it in 9 quarters.
Tevis Investment Management's Crown Castle position peaked at $1.1M in Q4 2023.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Tevis Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.