USA Financial Formulas’s Crown Castle CCI Stock Holding History

USA Financial Formulas’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	-2	Closed	-$228	–	501
2023 Q2	$228	Hold	2	–	–	﹤0.01%	480
2023 Q1	$268	Buy	+2	New	+$276	﹤0.01%	412
2022 Q3	$0	Hold	2	–	–	﹤0.01%	312
2022 Q2	$0	Hold	2	–	–	﹤0.01%	345
2022 Q1	$0	Hold	2	–	–	﹤0.01%	366
2021 Q4	$0	Sell	2 -53	-96%	-$9.79K	﹤0.01%	385
2021 Q3	$10K	Buy	55 +53	+2,650%	+$10.2K	0.01%	249
2021 Q2	$0	Hold	2	–	–	﹤0.01%	379
2021 Q1	$0	Hold	2	–	–	﹤0.01%	345
2020 Q4	$0	Sell	2 -6,269	-100%	-$1.02M	﹤0.01%	329
2020 Q3	$1.04M	Sell	6,271 -4,740	-43%	-$782K	0.79%	48
2020 Q2	$1.84M	Buy	11,011 +11,009	+550,450%	+$1.77M	1.37%	34
2020 Q1	$0	Hold	2	–	–	﹤0.01%	220
2019 Q4	$0	Sell	2 -18,305	-100%	-$2.5M	﹤0.01%	234
2019 Q3	$2.54M	Buy	+18,307	New	+$2.53M	0.99%	57
2017 Q4	–	Sell	-34,379	Closed	-$3.44M	–	266
2017 Q3	$3.44M	Buy	+34,379	New	+$3.52M	0.82%	45
2016 Q4	–	Sell	-27,154	Closed	-$2.56M	–	261
2016 Q3	$2.56M	Buy	+27,154	New	+$2.61M	0.66%	59

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

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

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 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