West Family Investments’s Crown Castle CCI Stock Holding History

West Family Investments’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	-2,186	Closed	-$259K	–	290
2024 Q3	$259K	Buy	+2,186	New	+$241K	0.09%	230
2024 Q1	–	Sell	-1,780	Closed	-$205K	–	262
2023 Q4	$205K	Buy	+1,780	New	+$182K	0.07%	217
2022 Q4	–	Sell	-1,793	Closed	-$259K	–	241
2022 Q3	$259K	Buy	1,793 +137	+8%	+$23.4K	0.11%	171
2022 Q2	$279K	Buy	+1,656	New	+$301K	0.11%	174
2022 Q1	–	Sell	-1,738	Closed	-$363K	–	299
2021 Q4	$363K	Sell	1,738 -1,731	-50%	-$320K	0.1%	171
2021 Q3	$601K	Buy	3,469 +249	+8%	+$48.1K	0.16%	123
2021 Q2	$628K	Buy	+3,220	New	+$603K	0.17%	100

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

West Family Investments's CCI Position: Q4 2024 in Review

West Family Investments sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,186 shares — an estimated $259K sold.

West Family Investments first reported a position in CCI in Q2 2021 and held it in 7 quarters. The position peaked at $628K in Q2 2021. 1,122 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

West Family Investments reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
West Family Investments sold 2,186 Crown Castle shares in Q4 2024, an estimated $259K.
West Family Investments first reported a position in Crown Castle in Q2 2021 and held it in 7 quarters.
West Family Investments's Crown Castle position peaked at $628K in Q2 2021.
1,122 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on West Family Investments's 13F filing for Q4 2024, filed 7 Feb 2025.